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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:
- Log in to ProTrack Warehouse.
- Select Schedule Group under the Employee menu. The Maintain Schedule Group screen appears.
Fig.134 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. |
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 25. Maintain Schedule Group Descriptions
Maintain Schedule Group Tabs
Tab |
Description |
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. |
Table 26. Maintain Schedule Group Tabs Description
Adding A Schedule Group
To add a new Schedule Group:
- 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.
Fig.135 Maintain Schedule Group - Adding Schedule Group
- Click and a new record will appear under the 'Variant Details' section.
Fig.136 Maintain Schedule Group - Adding Variant Details
- Click and a popup window will appear.
Fig.137 Maintain Schedule Group - Search Schedule
- 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.
Fig.138 Maintain Schedule Group - Select Day Of Week
- Repeat this process for each day of the week.
-
- 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.
-
- 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.
Maintain Schedule Group - View Variant Details
- Click Graphical to see graphical view of the Schedules by day, and view for potential corresponding day's Schedule conflicts.
- If any conflicts are depicted then these need to be addressed via the Schedule 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.
Maintain Schedule Group - View Schedule Comparisons
Field |
Description |
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. |
- To add Employees to a Schedule Group:
-
- Select the Assign Employee tab of Schedule Group.
Maintain Schedule Group - Assign Employee
-
- Click the icon to add employees to the Schedule Group. A pop-up window will display.
- Select the employee(s) and click Submit.
Maintain Schedule Group - Assign Employee Search
-
- The employee(s) will appear at the bottom of the list of employees with a default Effective Date of tomorrow's date, and a default Expiration Date of 12/31/2099. If needed change these dates one-by-one, or you may bulk-edit the Effective Dates.
- Enter the desired Effective Date and click Submit. The Effective Dates for the selected employees are updated.
Assign Employees to Schedule Group - Bulk Edit Effective Date
-
- Click Save.
Search Schedule Group
The shifts can be searched for by providing the following search criteria in the Search Schedule Group screen:
- Schedule Group Name
- Effective Date
- Facility
- To search for particular shifts:
-
- Click Search in the Maintain Shifts screen, the Search Shift screen appears.
Maintain Schedule Group - Schedule Group Search Results
-
- Type or select any of the search criteria mentioned above, that is Schedule Group Name, Effective Date, or Facility.
- To list the shifts with shift names starting with a particular character, you can use the Wildcard character, '%' (to represent a group of characters). For example, to search the shifts starting with the character 'M' enter 'M%' in the Shift Name field to list shifts such as 'Morning Shift', 'MidShift' and so on.
- The Wildcard character '' can be used to represent a single character. For example, to list the shift Morning Shift, enter 'M_rningShift' in the Shift Name field._
- Click Search 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.
- If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.