User Defined Categories

USER DEFINED CATEGORIES

 

To setup a user defined category, click on name of the category on the left-side menu. (NOTE: "Groups" in this example is our user defined category)

 

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The following screen is displayed:

 

groups

 

ADDING A NEW GROUP

 

To add a new group, click the add_16[1] to the left of Add new Group.

 

EDITING A GROUP

 

To edit a group, click the corel_draw_16[1] to the left of the group you wish to edit.

 

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Background Color: When the color scheme is changed to the defined category, the background color specified will be the background color of the shift, if left blank, the background color will be the default color.

 

Foreground Color: When the color scheme is changed to the defined category, the foreground color specified will be the text color of the shift, if left blank, the text color will be the default color.

 

 

 

Changing employees qualified for a Group: To add or remove employees qualified for a Group, select the Qualifications tab and click Add.

To remove employees qualified for a Group, select one or more checkboxes next to the employees names and click Remove.

 

Qualifying an employee for a category item can be used in conjunction with the qualification rule, to ensure that employees are only scheduled where they are qualified.  You can enter a rank which can be used in conjunction with  the rank rule, to prefer employees who are better suited for certain tasks, departments, areas,  etc. when using auto-scheduling features. Qualifications and ranks have no effect unless the corresponding rule has been added in the Rules section.

 

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REMOVING A GROUP

 

To remove a group, click the remove_16[2] to the left of the group you wish to remove.

 

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