The following pages provide an overview of ergonomic, aesthetic and functional features.
Navigation is done through tabs; they are located in the dark band, completely at the top of the page.
The Script tab is for customer using our advanced option. It is the listing of all steps to execute to build the schedule. It also offers the option of going directly to the last executed step. The scroll is enhanced to keep the header of the script section visible.
All the options are found above the filters. Note that Publish feature is at the top right of the screen.
The filter section is collapsable. When closed, a visual indicator informs you whether the plan view is filtered or not and lets you remove all the applied filters by simply clicking on the red circle with an x.
The style of the equity table provides details about the gap between the target and the number of assigned shifts (see legend for details):
Value below the target
Value above the target
Value on target
Exact value or very close to the target
Far from the target value
No set target, informative counter only
Titles indicate the effect of each equity counter on your automated assignment steps:
No impact, informative counter only.
Influent. The equity counter will influence assignments without preventing the automated step from exceeding targets to assign all open shifts.
Limiting. The equity counter prevents automated steps from exceeding the targets to assign all open shifts.
In the assignment table, each type of non-availability has its own colour:
Absence entered by members or an administrative staff
Shift in another group
Strong availability constraint defined in the group configuration
Preference availability constraint defined in the group configuration
In the plan, the assigned member colour tiles now give you more accurate information:
Member is assigned without any issues
Member has an absence in their calendar for this shift or is temporarily unavailable
Member is already assigned to a shift in another group
Member is already assigned to another shift of the group that has been defined as blocking
Assignment breaks a strong constraint defined in the group configuration
Assignment breaks a preference constraint defined in the group configuration
The plan cells have coloured backgrounds in cases of over-assignment (more members than required):
|White background, dashed border
Minimum requirement is not met
|White background, no dashes
Minimum requirement is met and the maximum requirement is not exceeded
The number of members assigned exceeds the maximum requirement
|Gray requirement tile, with number
Number of missing member to meet the minimum requirement