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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...
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Accessing the Planning tool
1. To access the planning tool, select the Scheduling menu and the option Periods 2. If you are the plan...
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Planning tool - Introduction
The scheduling tool is used to plan schedules; one period at a time. Before a period is published, work don...
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Planning Tool- Plan Tab Overview
The Plan tab is where tasks are manually assigned to the group's resources. Work Plan Assignments Task spli...
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Planning Tool- Tasks Tab Overview
The Tasks tab enables you to make changes to the standard shift configurations for specific needs. To take ...
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Planning Tool- Equity Tab Overview
Equity counters let you plan fair schedules. Tab Table Types Values Equity Tab The Equity s...
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Planning Tool- Availability Tab Overview
The Availability tab in the planning tool allows the planner to get an overview of all of their resources' ...
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Multiselection in the Planning Tool
Multiselection saves time and increases your efficiency in using the planning tool whether it is to assign ...
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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...
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Editing period parameters
Via the list of periods, it is possible to access the edition of period parameters. 1. To access the edi...
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Adjusting the Equity counter
Managing equity dates If this step is presented to you when you create a new period, your group is configur...
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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...
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Planning the schedule for a period
To plan the schedule for a period using the Planning tool, follow the steps below. The Planning tool ...
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Publishing a Schedule
The planning stages are over and the schedule is complete. To share it with the members of your group, you ...
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Sending notifications for post publication changes
Notifications can be sent for changes made to the scheduling tool once the period is published. Everyone th...