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  2. Scheduling
  3. Planners - Planning a schedule for a period

Planners - Planning a schedule for a period

Using the Planning Tool

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  • Viewing the Period List

    The list of periods is used to track the status of the periods and the progress of their planning.   1. The...

  • Accessing the Planning tool

    1. To access the planning tool, select the Scheduling menu and the option Periods   2. If you are the plan...

  • Planning tool - Introduction

    The scheduling tool is used to plan schedules; one period at a time. Before a period is published, work don...

  • Planning Tool- Plan Tab Overview

    The Plan tab is where tasks are manually assigned to the group's resources. Work Plan Assignments Task spli...

  • Planning Tool- Tasks Tab Overview

    The Tasks tab enables you to make changes to the standard shift configurations for specific needs. To take ...

  • Planning Tool- Equity Tab Overview

    Equity counters let you plan fair schedules.   Tab Table Types Values           Equity Tab   The Equity s...

  • Planning Tool- Availability Tab Overview

    The Availability tab in the planning tool allows the planner to get an overview of all of their resources' ...

  • Multiselection in the Planning Tool

    Multiselection saves time and increases your efficiency in using the planning tool whether it is to assign ...

  • Creating a new period

    From the toolbar, go to the Scheduling section. If you are a member of more than one group, select the grou...

  • Editing period parameters

      Via the list of periods, it is possible  to access the edition of period parameters. 1. To access the edi...

  • Adjusting the Equity counter

    Managing equity dates If this step is presented to you when you create a new period, your group is configur...

  • Configuring tasks over a period with the Planning tool

    To make changes to the standard task configurations over a period using the Planning tool, follow the steps...

  • Planning the schedule for a period

    To plan the schedule for a period using the Planning tool, follow the steps below.   The Planning tool ...

  • Publishing a Schedule

    The planning stages are over and the schedule is complete. To share it with the members of your group, you ...

  • Sending notifications for post publication changes

    Notifications can be sent for changes made to the scheduling tool once the period is published. Everyone th...

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