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Shifts

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The Shifts feature enables businesses to arrange and manage working hours efficiently for employees and equipment, ensuring seamless operations across different time zones. This module provides tools to create, view, and edit shift schedules and shifts while linking them to equipment or production time.

What is Shift Schedule Management?​

Shift Schedule Management organizes work hours for employees and operational equipment to ensure productivity and compliance with legal and organizational requirements. Different shift types can be created to accommodate diverse operational needs, such as:

  1. Fixed Shifts: Employees work the same hours daily, e.g., 8 AM to 4 PM.
  2. Rotating Shifts: Employees rotate through different shifts periodically.
  3. Split Shifts: Work is divided into multiple parts during the day.
  4. On-Call Shifts: Employees are available to work on short notice.
  5. 24/7 Operations: Continuous operations with varying shifts.

Goals​

The primary goals of the Shift Schedule Management feature include:

  • Defining and managing multiple shift schedules for employees and machines.
  • Linking schedules to equipment, machines, or teams.
  • Providing detailed views of weekly and monthly schedules for better management.

Features​

  • Create Schedules: Define schedules with timezone, start time, and duration.
  • View Schedules: Weekly and monthly views of the defined schedules.
  • Manage Shifts: Create, edit, or delete shifts with customizable details.
  • Add Timeslots: Assign specific work times to shifts.
  • Link to Equipment: Optionally associate schedules with machines or production time.

Procedures​

Creating a Shift​

  1. Navigate to the Shifts tab.
  2. Click Create Shift.
  3. Fill in the required fields:
    • Name: Shift name.
    • Description: Optional details about the shift.
    • Shift Code ID: Unique identifier for the shift.
    • Color: Assign a color for easy identification.
  4. Click Create.

Creating a Schedule​

  1. Go to the Schedule tab.
  2. Select Create Schedule.
  3. Provide the following details:
    • Name: Schedule name.
    • Timezone: Select the applicable timezone.
    • Shift: Assign shifts to this schedule.
    • Production Day Start: Define the production day start time.
    • Production Day Duration: Specify the duration of the production day.
  4. Click Submit.

Adding Timeslots to a Schedule​

  1. Navigate to a specific schedule.
  2. Click Add Timeslot.
  3. Select a shift from the dropdown.
  4. Set the From and To times.
  5. Enable recurrence if needed.
  6. Click Add.

Viewing Schedules​

  • Switch between Weekly View and Monthly View using the dropdown at the top-right corner.
  • Navigate through weeks or months to review past or future schedules.

This documentation outlines the core functionalities of the Shift Schedule Management feature, providing users with the tools to organize and optimize workforce and equipment usage efficiently.

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