Main Work Area for scheduling

MAIN WORK AREA

 

Managers do most of the day to day scheduling tasks in the Current Schedule screen. Here's an explanation for the work area with all its features and functionalities.

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MENU BAR

 

The menu bar allows you to perform most of the required tasks to schedule your employees.

 

Menu

Basic Functionalities

File Menu

Allows you to print the schedule.

Edit Menu

Allows you to perform manipulations of time blocks on the screen (for example, delete, add, change properties..etc)

Select Menu

Allows you to select or clear time blocks

View Menu

Allows you to change the view (weekly, monthly, or daily). It also allows you to view or hide the cross-section and the sort bars, change color schemes, show or hide conflicts..etc.

Help Menu

Links you to the help files

 

CROSS-SECTION BAR

 

The cross section bar allows you to filter your displayed results based on your selections in the available drop down menus. This bar displays menus for your categories, and accordingly, you can choose your options. For example, if you want to display the time blocks for employee A only, you go to the Employee drop down menu and you choose employee A, and then click Update. The screen then will be refreshed, and only time blocks assigned to employee A will be displayed. Similarly, you can choose any category item.

 

To hide or show the cross-section bar, use the View Menu.

 

SORT BAR

 

The sort bar allows you to sort your time blocks according to your categories. Like the cross-section bar, you can choose your options from the drop-down menus, and then click Update to change the view on your screen accordingly.

 

To hide or show the sort bar, use the View Menu.

 

 

ICONS

 

Icon

Description

Menu Alternative

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Fill this week with time blocks from recurring schedule

Edit Menu

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Add time blocks

Edit Menu

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Add open time blocks

Edit Menu

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Remove selected time blocks

Edit Menu

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Edit selected time blocks

Edit Menu

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Change properties for selected time blocks all at once.

Edit Menu

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Select all

Select Menu

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Clear all

Select Menu

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Change selection mode

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send alert button

Send Schedule Alert

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Automatically assign employees to open shifts

Edit Menu

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Show/Hide conflicts

View Menu

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Refresh the screen

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Post schedule

Edit Menu

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Print schedule

File Menu

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Help

Help Menu