The Schedules module is part of the Calendar system (under RESOURCES). See the Calendar article for a description of the Calendar system.


A Schedule outlines the sequence of shift patterns and their start and end dates. It is possible to edit this sequence by removing shifts, adding other shifts or adding breaks.


Example: Suppose shift patterns change per season, and a new pattern always starts on the first Monday after the season changes. All these shift patterns are set up in the Schedules module, each with a start date and an end date.



When creating or editing a schedule, you see three tabs:

  • General: Defines the name and shift patterns that the schedule contains.

  • Schedule: Shows three days in the past and days in the future with the scheduled shift patterns.

  • Resources: Allows optionally to assign schedules to specific machines.


The Schedules module also includes Schedule settings.


General tab


A schedule has a Name and should contains at least one pattern that defines when and how shifts are applied.

Click Add pattern to add a shift pattern.


Pattern 

Select the shift pattern to use.

You can also create a New pattern from here. See the Patterns article.

Start dateSelect from which date the shift pattern should be used.
End date

Select until which date the shift pattern should be used.

  • If you only have one pattern, no end date can be selected. The pattern continues in the infinity.
  • If you have more patterns, select the end date for each, except for the last one that continues in the infinity.


Remarks:

  • When you open a schedule later, you can only delete patterns with the start date in the future and only change dates in the future.
  • If changes have been made in the Schedule tab, then these changes will be lost if the Pattern, Shift date and End date in the General tab are changed.


Schedule tab

The Schedule tab visualizes the full calendar starting three days ago with all defined patterns including their start and end times. You can use this tab to edit your schedule, to mark days as non-working, to add or remove breaks and to detect and fill gaps where no shifts are defined.



Legend:

  1. Shifts are shown with their name, time frame and color.
  2. Breaks are shown as gray lines on the borders of the shift.
  3. Weekends are marked with a light gray background.
  4. Non-working days (set via Settings, see below) are marked with a dark gray background.
  5. Today has a dark gray line on top.
  6. Click the Jump to button to see your schedule a specific date in the future.


You can do following edits for future shifts and days:

  • Add a shift by hovering over a free space and clicking the + icon. Only shifts that fit the free space can be selected.

    A dialog opens to select a Shift code and set the Start time and End time and optionally add Breaks.

  • Edit a shift by clicking it. The same dialog opens as when adding a shift.
  • Delete a shift by clicking on a Delete icon .
  • Mark a day as non-working by clicking the ⊝ icon on the right side.

    The row will be grayed out and unavailable for shift assignment.

  • Mark a non-working day as working by clicking the icon on the right side.You then can add shifts.
    Non-working days that are set via the Schedule settings (see further) cannot be marked as working.


Resources tab

The Resources tab is used to optionally assign a shift schedule to specific production resources (e.g. machines).


Remarks:

  • If no resources have been selected for a schedule, the schedule can be used for any resource.
  • If one or more resources have been selected for a schedule, the schedule can only be used for these resources.
  • A machine that is already assigned to another schedule cannot be selected again.


To add resources, click the Add machines button.


Schedule setting

The Schedule settings page defines key time-related parameters used throughout the system, including:

  • Start of the year, week, day
  • Non-working days (holidays)

Open the Schedule settings from the Schedules module with the button (top right corner), and then click Settings.




Start of the yearDefines when the first full working week starts. You can choose between two calendar systems.
Start of the weekSelect the starting day of the week.
Start of the day

Defines the time boundaries of a reporting day, especially for shifts crossing midnight.

Non-working days (holidays)
Lists the holidays and holiday ranges that you entered. The list is initially empty.

To add holidays:
  1. Click the Add day button (bottom right).
    A new row is added to the bottom of the table.
  2. Enter the Name of the holiday or holiday range and select a Start date and End date.
    All shifts that were defined for the days will be removed.
    The End date is not included in the holiday range. Example: To define 1/1/2024, enter Start date 1/1/2024 and End date 2/1/2024.
Only holidays in the future can be edited or deleted.


To close this dialog and save the settings, click Save settings.