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- Enter a name for the schedule group.
- Select a facility from the drop down list.
- Select the status of the schedule group, either Active or Inactive.
- Click !Calendar.jpg to set a date the schedule group will be active.
- Click on 'Group Variants' tab.
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image | MSG New SG.jpg |
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title | Fig.135 Maintain Schedule Group - Adding Schedule Group |
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- Click and a new record will appear under the 'Variant Details' section.
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image | MSG Variant Details.jpg |
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title | Fig.136 Maintain Schedule Group - Adding Variant Details |
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- Click and a popup window will appear.
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image | MSG Search.jpg |
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title | Fig.137 Maintain Schedule Group - Search Schedule |
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- Select the schedule from the list and this will automatically populate in the 'Variant Details' section under Schedule Name.
- Select the number that corresponds to the day of the week you want to assign this schedule to from the drop down list.
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image | MSG Day of Week.jpg |
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title | Fig.138 Maintain Schedule Group - Select Day Of Week |
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- Repeat this process for each day of the week.
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- 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.
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.
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- Click Add Detail to enter a row in Variant Detail for each Schedule that needs to be added.
- Select the Schedule Name and select Day 1, Day 2, etc.
- Repeat until all days for the Schedule Group are completed.
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image | MSG Variants.jpg |
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title | Fig.139 Maintain Schedule Group - |
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- Click Graphical to see Image Added to create the schedule group.
- To see a graphical view of the Schedules schedules by day, and view for potential corresponding day's Schedule conflicts.click Image Added.
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image | MSG Graph View.jpg |
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title | Fig.140 Maintain Schedule Group - Graphical Schedule View |
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- If any conflicts are depicted then these need to be addressed via the Schedule Schedules screen before any transaction data is processed by ProTrack.
- Click Save, make corrections in the Schedule screen, and then review results to ensure changes had the required impact.
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Field | Description |
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Effective Date and Time | The date and time this specific variant is the take affect. |
Schedule Name | This is based on the Schedules previously configured. |
Description | User defined for which day of the week this specific schedule starts on. |
Add Variant Button | This is used to add a new variant to the existing Schedule Group. |
Add Detail Button | Adds a row in the Variant Detail section. |
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Adding Employee To A Schedule Group
To add Employees to a Schedule Group:
- Select the Assign Employee Group Employees tab of Maintain Schedule Group.
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title | Fig.141 Maintain Schedule Group - |
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- Click the Image Removed icon Image Added to add employees employee(s) to the Schedule Groupschedule group. A pop-up window will display.popup window will appear.
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image | MSG Select Emps.jpg |
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title | Fig.142 Maintain Schedule Group - Select Employees |
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- Select the employee(s) and click Submit.
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- Image Added.
- The employee(s) will appear at the bottom of the list of employees in the 'Employees' section with a default Effective Date of tomorrow's date , and a default Expiration Date of 12/31/2099.
- 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 change and then clicking Image Added.
jpg | title | Fig.143 Maintain Schedule Group - Select Effective Date |
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- Click Image Added to select Enter the desired Effective Date and click Submit Image Added. The Effective Dates for the selected employees are updated.
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- Click Save.
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- Click Image Added to save the employees to the schedule group.
Searching Schedule Groups
- Schedule Group Name
- Effective Date
- Facility
To search for particular shifts:
- Click Search Image Added in the Maintain Shifts screen, the Search Shift screen appears.
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- Schedule Group screen and a popup window appears.
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image | MSG Search SG.jpg |
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title | Fig.144 Maintain Schedule Group - Searching Schedule |
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- Type or select any of the search criteria mentioned above, that is : Schedule Group Name, Effective DateDescription, or Facility.
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- Type the first character of a schedule group to list all the schedule groups starting with that particular character. For example, to search the
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- schedule groups starting with the character '
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- Schedule Group Name field to list
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- schedule groups such as '
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- 900 - 1700 11B 13L 15B'.
- If no search criteria is specified, all the schedule groups will be listed in the 'Schedule Group Search Results' section.
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- Click Image Added
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- 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.
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image | MSG Search Results.jpg |
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title | Fig.145 Maintain Schedule Group - Search Results |
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