Master Data

Before you can begin the process of setting up the constraints and preferences, which will guide WoShi's artificial intelligence in creating a schedule, tailored to suit the individual needs of your company, you will need to enter workers and shifts, as well as settings. You will find the instructions on how to do so in the following subsections of this manual.

Whenever you return to editing the Master data, be aware that all the WoShi worker schedules of your organisation, including those you have created in the past, and are currently using to direct your staff to their posts, will share between them, a common Master data file. For this reason, be careful not to delete those items(shifts,employees,skills...) in the Master data, that you used to require for your currently frozen schedules, even though you may no longer have any use for those particular items in your latest schedule.

The upside of this Master data singularity is that you always have the entire history of the Master data for your organisation, neatly available in the same file that you return to every time you set out to create the schedule for the next month or year.

When you need to cut down on obsolete or currently unnecessary Master data entries, you should preferably resort to deactivating, instead of permanently deleting them.

The image below shows an example, of how Master Data is displayed. The table used as an example is one displaying the so called "active workers". These are the ones that will show up in selection-menus once you move on to the New Schedule section of the application.

The table on the image below has a blue plus sign icon floating above it in the top left corner. You press this icon when you need to add a new employee to the list of available employees. All the employees that you have already added are listed as rows of the table. In the final column, in each employee row, you will always find three buttons(also in blue colour). The three buttons take you to the following functions:

1. The cross icon - When you click it, it deactivates the single entry contained in its row (In the example given, a single entry is one of your employees). You can always reactivate any entry, that you have deactivated in the past.

2. The eye icon - View details about a given entry

3. The pen icon - Edit details about a given entry

The table segment displayed the bottom of this page, is taken from an example of a table that lists the so called "inactive workers". These are essentially the employees you currently do not intend to include in your next schedule, but are saving them in case you might want to use them in the future. Unlike the "active workers", they will not appear in the selection menus of the New schedule section of the WoShi application. You essentially have two options on what to do with "inactive workers":

1. Reactivate them one-by-one

2. Permanently delete them one-by-one.