Schedule Group

The Schedule Group screen allows creating, searching, viewing, and expiring schedule groups. A schedule group consists of a group of configured schedules that can be assigned to multiple employees simultaneously.

To access the Maintain Schedule Group screen:

1. Log in to ProTrack Warehouse.

2. Select Schedule Group under the Employees menu. The Maintain Schedule Group screen appears.
   
   
   ^{Fig.1 Maintain Schedule Group} 

    

   Maintain Schedule Group Field Descriptions

   Field	Description
   Schedule Group Name	Specify a unique Schedule Name, which is alphanumeric. (Combination of Alphabets and Numbers)
   Description	Type the Description of the facility not greater than 250 characters.
   Facility ID	Select the facility this Schedule Group will be associated with.
   Status	Status of Schedule Group, Active or Inactive.
   Effective Date	Date the Schedule Group becomes Active.
   Add Button	This is used to create a new Schedule Group.
   Save	Save the changes to an existing or new Schedule Group.
   Reset	Revert any changes back to original settings, can only be used prior to a Save.

   ^{Table 1. Maintain Schedule Group Descriptions}
   
   Maintain Schedule Group Tabs

   Tab	Description
   Group Info	Displays the details of the Schedule Group.
   Group Variants	Displays Schedules assigned by day and graphical representation of the Schedule Group.
   Group Employees	Displays the Employees assigned to the selected Schedule Group.

   ^{Table 2. Maintain Schedule Group Tabs Descriptions}
    

Adding A Schedule Group

To add a new Schedule Group:

1. Enter a name for the schedule group.
2. Select a facility from the drop down list.
3. Select the status of the schedule group, either Active or Inactive.
4. Click  to set a date the schedule group will be active.

5. Click on 'Group Variants' tab.
   
   
   ^{Fig.2 Maintain Schedule Group - Adding Schedule Group} 

    

6. Click  to add a schedule for each day of week one at a time. A new record will appear under the 'Variant Details' section.
   
   
   ^{Fig.3 Maintain Schedule Group - Adding Variant Details} 

    

7. Click  and a popup window will appear.
   
   
   ^{Fig.4 Maintain Schedule Group - Search Schedule} 

    

8. Select the schedule from the list and this will automatically populate in the 'Variant Details' section under Schedule Name.

9. Select the number that corresponds to the day of the week you want to assign this schedule to from the drop down list.
   
   
   ^{Fig.5 Maintain Schedule Group - Select Day Of Week} 

    

10. Repeat this process for each day of the week.

11. Alternatively, schedules can be applied to each day of week all at once by clicking . A popup window will appear.

12. Select the schedule from the list and this will automatically populate for all 7 days in the 'Variant Details' section under Schedule Name.
    
    
    ^{Fig.6 Maintain Schedule Group - Variant Details}
    
    

    Info

    • Start of week will always be Monday.
    • Day of week begins on Monday as 1, Tuesday as 2, Wednesday as 3, Thursday as 4, Friday as 5, Saturday as 6, and Sunday as 7.
    • To create split schedules within the same day, you can have two variant details with the same day of week number. Schedules cannot overlap in time when creating split schedules.
    • The expiration date of the Variant is open ended until the next Variant is created. The new effective date will establish the expiration date and time of the previous Variant.

     

13. Click  to create the schedule group.
14. To see a graphical view of the schedules by day, click .
    
    
    ^{Fig.7 Maintain Schedule Group - Graphical Schedule View}
    
    
15. If any conflicts are depicted then these need to be addressed via the Schedules screen before any transaction data is processed.

Adding Multiple Variants To A Schedule Group

To add another variant:

1. Click  on the 'Group Variants' tab.
2. Click  and a new record will appear under the 'Variant Details' section.
3. Click  and a popup window will appear.
4. Select the schedule from the list and this will automatically populate in the 'Variant Details' section under Schedule Name.

5. Select the number that corresponds to the day of the week you want to assign this schedule to from the drop down list.

6. Repeat this process for each day of the week.
7. Click  to create Variant2.

Adding Employee To A Schedule Group

To add Employees to a Schedule Group:

1. Select the Group Employees tab of Maintain Schedule Group.
   
   
   ^{Fig.8 Maintain Schedule Group - Group Employees} 

    

2. Click  to add employee(s) to the schedule group. A popup window will appear.
   
   
   ^{Fig.9 Maintain Schedule Group - Select Employees} 

    

3. Select the employee(s) and click .
4. The employee(s) will appear at in the 'Employees' section with a default Effective Date of tomorrow's date and a default Expiration Date of 12/31/2099.

5. If needed you can change these dates one-by-one, or you may bulk-edit the Effective Dates by first selecting the check boxes to the left of the employees' names you would like to change and then click .
   
   
   ^{Fig.10 Maintain Schedule Group - Select Effective Date} 

    

6. Click  to select the desired Effective Date and click . The Effective Dates for the selected employees are updated.
7. Click  to save the employees to the schedule group.

Searching Schedule Groups

To search for particular shifts:

1. Click  in the Maintain Schedule Group screen and a popup window appears.
   
   
   ^{Fig.11 Maintain Schedule Group - Searching Schedule Groups} 

    

2. Type or select any of the search criteria: Schedule Group Name, Description, or Facility.
    

   Tip

   • Type the first character of a schedule group to list all the schedule groups starting with that particular character. For example, to search the schedule groups starting with the character '9', enter '9' in the Schedule Group Name field to list schedule groups such as '900 - 1700 11B 13L 15B'.
   • If no search criteria is specified, all the active schedule groups will be listed in the 'Schedule Group Search Results' section.
   • In order to see all schedule groups, active and inactive, the check box in the search dialogue box must be checked.

3. Click  in the Search Schedule Group screen. The records matching the selected criteria are listed in the 'Schedule Group Search Results' section of the Maintain Schedule Group screen.
   
   
   ^{Fig.12 Maintain Schedule Group - Search Results} 

    

4. Click on the Schedule Group Name link of the schedule group you would like to view. The details will populate in the appropriate fields.
    
   
   ^{Fig.13 Maintain Schedule Group - Search Results}