Demand Templates
Schedules ››Demand Templates
Demand Templates
How do I use the Demand Templates
screen?
How do I ?
Explain:
The Demand Templates screen
You can access the Demand Templates screen by going to the Schedules menu and selecting Demand Templates.
The Demand Templates screen:
• Demand Templates screen used to create new templates as per requirement.
• It is used for making the changes in the templates.
• It is used for removing templates.
• It is used for copying the schedule from existing template to the new template.
Advance Options
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This option is allowed to show/hide some specific columns (Live Templates, Recent History, Full History)
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Full History
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This option is used to show/hide running schedules on the grid.
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Recent History
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This option is used to show/hide recent created schedules on the grid.
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Full History
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This option is used to show/hide recent and old schedules on the grid.
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Demand Templates screen: :Includes the following columns in the grid
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No Action:
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This column display various option under this which are used for doing various function.
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IN :
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This column display shift start time& allows to select shift start time for the corresponding day of the week.
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OUT:
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This column display shift end time& allows to select shift end time for the corresponding day of the week.
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Certification:
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This column display all the qualification information of the employee & allows to select the certification as per the requirement from the drop down list.
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Department:
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This column display all the Department information of the employee & allows to select the Department as per the requirement from the drop down list.
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Position:
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This column display all the Position information of the employee & allows to select the Position as per the requirement from the drop down list.
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Shift Type:
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This column display all the Shift Type information of the employee & allows to select the Shift Type as per the requirement from the drop down list.
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No Of Employee :
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This column display total number of the employee .
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Day Hours:
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This column display total number of hours of current shift for the day
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Total Hours:
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This column display sum of Day Hours .
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Location Drop down :
• Click the Location Drop down button at the top of the screen.
• Upon Click it will display list of groups .
Template Drop down :
• Click the Template Drop down button at the top of the screen.
• Upon Click it will display list of Templates as per group selected from Location Drop down .
Override Template Button : This button is used for adding the new template as per the requirement.
• Click Override Template button .
• Upon click of Override Template button a pop-up i.e. Override Template pop-up window.
• Enter the template name in the appropriate option given in the pop up window .
• Select the Date Range Schedule or Holiday option as per requirement.
• Select the Start or End option as per requirement
• Click Add & then OK button .
Editing a Template :
• Select the Template you wish to Edit from the Template drop-down box.
• Click the edit button.
• Make your changes to the Template.
• Click Add & then OK button
Removing a Template :
• Select the Template you wish to copy from the Template drop-down box.
• Click the Delete button.
• You will be asked to confirm the removal of the Template.
• Click OK to delete the Template.
• Click the Save button to save the schedule.
• The Cancel button will terminate the action..
Schedule Work order :
Add a row in Selected Schedule :
• To add a row in existing schedule click (+) button within Action column.
• This action will create a new blank row. you need to edit in and out time and all columns values.
Copy a row in selected Schedule :
• To copy a row in existing schedule click copy button within Action column.
• This action will copy a selected row.
Delete a row in selected Schedule :
• To delete a row in existing schedule click delete button within Action column.
• You will be asked to confirm the delete of the selected schedule row.
• Click OK to delete the schedule row from the application.
• The Cancel button will terminate the action.
Update a row in selected Schedule :
• Make changes to the selected row in the schedule .
• Click Update button within Action column.
• This action will update a selected row.
Cancel a row in selected Schedule :
• Make changes to the selected row in the schedule .
• Click cancel button within Action column.
• This action will cancel the changes for a selected row.
Copy the selected day into this tab :
• Select desire day from the From Day drop down which you wish to copy the schedule .
• Select desire day from the To Day drop down in which you wish to copy the schedule .
• Click copy button.
Clear All Day :
• Upon click on this button it will delete all the requirement from the .
Selected Day :
• Select the desire that you wish to delete from the grid .
• Click Selected Day button .
• Upon click on this button it will delete the desire row from the grid.
Copy Template :
• Select the desire group you wish to copy from the Location drop down .
• Select the desire template you wish to copy from the Template drop down .
• Click Copy Template button .
• Upon click on this button it will copy the desire Template .
Remark : desire group & template should not have any schedule in the grid.
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