ENHANCEMENT
A small but useful change has been made to the way level 3 users view the calendar. Previously they would see themselves plus whoever was working at their default location. Now they will see themselves plus whoever is working at the location of each of their shifts.
We think the above will be more useful and practical, but please contact us if you have any difficulties with this.
Showing posts with label Calendar. Show all posts
Showing posts with label Calendar. Show all posts
Monday, 12 October 2009
Friday, 20 March 2009
Colour-coded shifts
ENHANCEMENT
The calendar and weekly view screens now show shifts with colour coding. This is designed to give your staff a more colour-guided view of the schedule.
SETTING UP
From the menu, go to Shift Names, and edit a shift.
You'll notice that you can select a colour for each shift. Once that is done it will be reflected in the various calendar displays.
The calendar and weekly view screens now show shifts with colour coding. This is designed to give your staff a more colour-guided view of the schedule.
SETTING UP
From the menu, go to Shift Names, and edit a shift.
You'll notice that you can select a colour for each shift. Once that is done it will be reflected in the various calendar displays.
Thursday, 28 February 2008
Security settings for user level 1 shift editing.
ENHANCEMENT
Previously, level 1 users could either edit all user shifts, or none of them, depending on the security settings. This has now changed, and there are a couple of important options for administrators to use.
1) Restrict the users that each level 1 user can edit. The 'Edit Own Line Staff' means that this person can only edit staff rotas for whom he is the line manager OR the person shares the same default location.
For example: A retail organisation has shops around the country, and they are largely autonomous in planning their rotas. If the shop manager has user level 1, he can edit staff in his shop if the relevant box is checked (see below). Meanwhile, the regional manager, who is line manager to several shops, also has the ability to edit the rotas of these staff.
2) Past dates: Unless this box has been checked, users will not be able to edit past dates.
NOTE FOR EXISTING USERS:
Review your level 1 user security settings to take advantage of these changes.
Previously, level 1 users could either edit all user shifts, or none of them, depending on the security settings. This has now changed, and there are a couple of important options for administrators to use.
1) Restrict the users that each level 1 user can edit. The 'Edit Own Line Staff' means that this person can only edit staff rotas for whom he is the line manager OR the person shares the same default location.
For example: A retail organisation has shops around the country, and they are largely autonomous in planning their rotas. If the shop manager has user level 1, he can edit staff in his shop if the relevant box is checked (see below). Meanwhile, the regional manager, who is line manager to several shops, also has the ability to edit the rotas of these staff.
2) Past dates: Unless this box has been checked, users will not be able to edit past dates.
NOTE FOR EXISTING USERS:
Review your level 1 user security settings to take advantage of these changes.
Thursday, 10 January 2008
Calendar - Just me!
ENHANCEMENT
To see only your own working schedule in the calendar, simply check the Just Me box.
(Unchecking it will revert to the full group calendar.)
Monday, 1 October 2007
Group notes in Calendar
NEW FEATURE
In addition to Company-wide and Personal notes, the Calendar can now show Group notes.
Here's an example:
You're using groups for 'Admin' and 'Operations'. If a person is in one of those groups he will see their notes in his calendar. (They're in Green - Green for Groups!)
Editing group comments:
This is done by clicking a calendar date. If a person is permitted to alter group comments, an edit box will appear.
You can determine which user levels can add/amend group notes. By default, this is user level 1 only. To change this go to the group edit page and you'll see the option.
In addition to Company-wide and Personal notes, the Calendar can now show Group notes.
Here's an example:
You're using groups for 'Admin' and 'Operations'. If a person is in one of those groups he will see their notes in his calendar. (They're in Green - Green for Groups!)
Editing group comments:
This is done by clicking a calendar date. If a person is permitted to alter group comments, an edit box will appear.
You can determine which user levels can add/amend group notes. By default, this is user level 1 only. To change this go to the group edit page and you'll see the option.
Monday, 2 July 2007
Calendar printout
New Feature
In addition to all the other printouts we now have a full calendar month printout.
WHO IS THIS FOR?
Anyone who wants to print a full calendar month. The options are for 'This Month' and 'Next Month' and is available to all users on the Calendar page.
Caution: Always be careful when printing a rota as the details on it are liable to change!
In addition to all the other printouts we now have a full calendar month printout.
WHO IS THIS FOR?
Anyone who wants to print a full calendar month. The options are for 'This Month' and 'Next Month' and is available to all users on the Calendar page.
Caution: Always be careful when printing a rota as the details on it are liable to change!
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