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A Schedule Group in ProTrack Warehouse helps you to 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. The Maintain Schedule Group screen will help you add, search, view, delete and determine Schedule conflicts.
Accessing the Maintain Schedule Group Screen

To access the Maintain Schedule Group screen:

1. Log in to ProTrack Warehouse.
2. Select Schedule Group under the Employee menu. The Maintain Schedule Group screen appears.
   

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• Schedule Group - Displays the details of the Schedule Group.
• Variant - Displays Schedules assigned by day and graphical representation of the Schedule Group.
• Assign Employee - Displays the Employees assigned to the selected Schedule Group.

Add Schedule Group

1. To add a new Schedule Group:

1. 1. Access the Maintain Schedule Group screen (Refer Access Maintain Schedule).

1. 1. Type the Schedule Group, description, and select the Facility and Start of Week from the respective lists.
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1. image Maintain SG.jpg title Fig.155 Maintain Schedule Group

   
   Maintain Schedule Group Field Descriptions

2. 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.
   Start of Week	Select the day of the week that starts this Schedule Group. If the work week is Monday to Sunday then select Monday.
   Add Button	This is used to create a new Schedule Group.

   ^{Table 27.}

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

   Tab	Description
   Schedule Group	Displays the details of the Schedule Group

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   Variant	Displays Schedules assigned by day and graphical representation of the Schedule Group

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   Assign Employee	Displays the Employees assigned to the selected Schedule Group.

   ^{Table 28. 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 _{!Calendar.jpg} to set a date the schedule group will be active.
5. Click on 'Group Variants' tab.
   
   

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   image MSG New SG.jpg title Fig.156 Maintain Schedule Group - Adding Schedule Group

   
   
6. Click _{Image Added} and a new record will appear under the 'Variant Details' section.
   
   

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   image MSG Variant Details.jpg title Fig.157 Maintain Schedule Group - Adding Variant Details

   
   
7. Click _{Image Added} and a popup window will appear.
   
   

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   image MSG Search.jpg title Fig.158 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.
   
   

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   image MSG Day of Week.jpg title Fig.159 Maintain Schedule Group - Select Day Of Week

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

    Info
    title 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.

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1. To add a Variants to Schedule Group:

1. 1. Select the Variant tab of Schedule Group.

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1. 1. Select the Effective Date and Time for this Variant.

1. 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.

1. 1. Click Add Detail to enter a row in Variant Detail for each Schedule that needs to be added.
   2. Select the Schedule Name and select Day 1, Day 2, etc.
   3. Repeat until all days for the Schedule Group are completed.

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   image MSG Variants.jpg title Fig.160

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1. Maintain Schedule Group -

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1. Variant Details

   
   
2. Click Graphical to see _{Image Added} to create the schedule group.
3. 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 title Fig.161 Maintain Schedule Group - Graphical Schedule View

   
   
4. If any conflicts are depicted then these need to be addressed via the Schedule Schedules screen before any transaction data is processed by ProTrack.
5. Click Save, make corrections in the Schedule screen, and then review results to ensure changes had the required impact.

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Adding Employee To A Schedule Group

To add Employees to a Schedule Group:

1. Select the Assign Employee Group Employees tab of Maintain Schedule Group.
   
   

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   image MSG Emps.jpg

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1. title Fig.162 Maintain Schedule Group -

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1. Group Employees

   
   
2. 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 title Fig.163 Maintain Schedule Group - Select Employees

   
   
3. Select the employee(s) and click Submit _{Image Added}.

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1. 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.
2. 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 _{Image Added}.
   
   

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   image MSG Eff Date.

   jpg title Fig.164 Maintain Schedule Group - Select Effective Date

   
   
3. 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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1. 1. Click Save.

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1. Click _{Image Added} to save the employees to the schedule group.

Searching Schedule Groups

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To search for particular shifts:

1. Click Search _{Image Added} in the Maintain Shifts screen, the Search Shift screen appears.

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1. Schedule Group screen and a popup window appears.
   
   

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   image MSG Search SG.jpg title Fig.165 Maintain Schedule Group - Searching Schedule

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1. Groups

   
   
2. Type or select any of the search criteria mentioned above, that is : Schedule Group Name, Effective DateDescription, or Facility.

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   Tip
   title 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

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1. schedule groups starting with the character '

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1. 9', enter '

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1. 9' in the

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1. Schedule Group Name field to list

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1. schedule groups such as '

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1. 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.

   
   
2. Click _{Image Added}

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1. 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 title Fig.166 Maintain Schedule Group - Search Results

   
   
2. Click on the Schedule Group Name link of the schedule group you would like to view. The details will populate in the appropriate fields.
   
   

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   image MSG SG Link.jpg title Fig.167 Maintain Schedule Group - Search Results