Shifts (previously Work Shifts) are used to set up all the different hours that various departments and staff work.
Each shift is customised by selecting the day and setting the start and end times.
Ideally, multiple shifts should be created for each day to account for lunch times: For example, 08:00-12:30 and 13:30-16:30
Once created, shifts are allocated to staff.
In Production Planning, the work hours of the staff member as defined by the shift is considered in scheduling tasks.
When a shift is updated, a table (WORKSHIFTSCHEDULING) is populated with the shifts from one year back and for the next ten years. This table makes scheduling easier and can be updated by clicking Actions (button) > Rebuild from Edit View.
If a shift contains a blank Day or Time, the shift table is not updated.
A 24-hour shift must be setup like this: Mon 00:00 > Tue 00.00.
Shifts are used for scheduling in the following modules:
Production Board.
Production Planning Stages.
Navigation: Main Menu > Setup > My Organisation > Shifts (tab)
Table of Contents
Add Shift: Opens an interface to add an additional work shift.
Rebuild Shifts: Updates the shifts in the shift table that is used in production.
Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number for the shift.
Description: The name of the work shift.
Code: A short description of the shift. The code is displayed when allocating shifts to staff.
Menu (...): A submenu with the following options:
Edit: Edits the work shift.
Copy: Copies the work shift to create a new shift.
Delete: Deletes the work shift.
ℹ️ Fields can be edited by overtyping the information or by adjusting the times from the time choosers.
Arrows: Navigates between shifts.
New Shift: Creates a new shift.
Save: Saves any changes.
Actions:
Batch Update: Options to change certain fields of all the selected records when Update (button) is clicked and the change is confirmed. The options are:
Day Start: Changes the start day of the shift.
Day End: Changes the end day of the shift.
Time Start: Changes the start time to the one selected in the adjacent field.
Time End: Changes the end time to the one selected in the adjacent field.
Rebuild: Rebuilds the work shift tables. This task is necessary if the work shifts were edited.
Copy: Copies the work shift to create a new work shift.
Delete: Deletes the work shift.
Close: Closes the Edit Work Shift popup.
Click here to add a new row (top row): Allows a shift to be added.
Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number for the entry.
Description: An editable field to change the name of the shift (e.g. Monday early shift).
Day Start: A dropdown list of all the days of the weeks for users to select the day on which the shift starts.
Start: A time chooser to select the shift's start time.
Day End: A dropdown list of all the days of the weeks for users to select the day on which the shift ends.
End: A time chooser to select the shift's end time.
Menu (...): A submenu to Copy or Delete the entry.
Production Planning Setup Guide (Creating a Shift Tutorial)