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CPU: At least 2 CPUs (more is better)
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The schedule screen
The majority of the day to day activities of the scheduler are in the schedule screen, as shown above. It is activated by the checkerboard or grid function icon at the left edge of the page.
Filters
By default, the main schedule page shows all the shifts for the selected date range. The filters at the top of the page allow the user to select only the shifts they are interested in seeing at that moment.
Below describes the different type of filters in the application
Advanced Filters
- (1) Any customized filters will be displayed in this drop down list. These can be set by clicking on the labels (2) at the top of the page by selecting the required criteria. The user has the option to save their selection which will display in the drop down list (1) or clear it at the end of the session. Custom filters created in Visual Scheduler for existing customers will appear here. Advanced filters are disabled when the Dynamic Filters are set.
Dynamic Filters
- (3) These filters can be used for shifts that have been created/updated but have not been saved to the database
Command strip
The controls below the filters are used to select the dates of the desired shifts. These, along with the filters, determine the shifts that will be shown on the page. Further controls are used to control the layout and organization of the selected shifts. The command buttons toward the right are used to make changes to the shifts, as well as perform operations on the schedule as a whole.
Below describes the main icons and their functions
- (1)The Grid can be changed to display a Week view as selected here or by Day, Month, Work Week or Custom
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- (2) The user can view the shifts by a number of different options. The above option the shifts are displayed by EmployeeCustomer, however you can view them by CustomerEmployee, Site and many more by clicking on the drop down list. You can alter this displays by click on the COG icon This steps for this are described in the Layout Manager Guide.
- (3) The disk diskette will save any changes to the database. Any changes Changes made to shifts are not automatically saved to the database, when . When a change takes place a number appears to the right of the disk and increases depending on the number of changes. When you click the disk, all the changes will be saved and the number will disappear.
- (4) Undo & Redo buttons Undo will revert any change or changes back to what they were previously and redo will put them back.
- (5) Refresh button This refreshes the screen
Filters
Below describes the different type of filters in the application
Advanced Filters
- (1) Any customized filters will be displayed in this drop down list. These can be set by clicking on the labels (2) at the top of the page by selecting the required criteria. The user has the option to save their selection which will display in the drop down list (1) or clear it at the end of the session. Custom filters created in Visual Scheduler for existing customers will appear here. Advanced filters are disabled when the Dynamic Filters are set.
Dynamic Filters
- (3) These filters can be used for shifts that have been created/updated but have not been saved to the database
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- Create one or more shifts over a period of time
- Highlight the shifts you wish to include in the template by any of the ways described in Tips and Tricks
- Click on the button and select .
- The following Window displays
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- Highlight the shifts you wish update by any of the ways described in Tips and Tricks
- Click on the button
- Update will display the number of shifts selected in this example 5
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