Working with the scheduling section of Timeline Scheduling

You use the operations section at the top of the Timeline Scheduling screen to control how you view schedules and timeline views in the scheduling section.

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Labor > Timeline Scheduling.
    The Timeline Scheduling screen appears.

timeline scheduling screen

When you first open the Timeline Scheduling screen, a single timeline view opens with the Job view selected.

Operations section – control descriptions

# Control Description Notes

1

Shift Operations


Add Shift

Opens the Add Shift dialog box.

For more information, see the following:

Undo

Undoes the most recent action.

Gear

Opens a drop-down list to select the following:

If you clear all schedules using the Clear Schedules option, this action cannot be undone.

If you clear all shifts using the Clear Shifts option, this action cannot be undone.

The Recalculate Shifts option is used mainly by Unifocus Service Desk and Implementation.

2

View Options


Refresh

Refreshes the views in the Timeline Scheduling screen.

This feature is helpful if you have added or edited many shifts and want to ensure that you are viewing the most current schedule that has been updated with all of your changes.

Top

Opens drop-down list to select the following:

  • Job View—Select to display the Job timeline view.

  • Employee View—Select to display the Employee timeline view.

  • Show Statistics—Select to display the Statistics timeline view.

  • Work Content View—Select to display the Work Content timeline view.

  • Workflow View—Select to display the Workflow timeline view.

When using single-timeline view, use the view you see in the scheduling section. When using dual-timeline view, use this drop-down list to select the view for the top panes in the scheduling section.

The Work Content view applies only to event-related job standard types.

Bottom

Opens drop-down list to select the following:

  • Hide—If using dual-timeline view, select to hide the bottom panes and return to the single-timeline view.

  • Job View—Select to display the Job timeline view.

  • Employee View—Select to display the Employee timeline view.

  • Show Statistics—Select to display the Statistics timeline view.

  • Work Content View—Select to display the Work Content timeline view.

  • Workflow View—Select to display the Workflow timeline view.

When using dual-timeline views, use this drop-down list to select the view for the bottom panes in the scheduling section.

The Bottom drop-down menu applies only to the dual-timeline schedule views.

The Work Content view applies only to event-related job standard types.

Zoom slider

Zooms in and out of the timelines in the schedule panes.

  • To zoom in, move the slider to the right.

  • To zoom out, move the slider to the left.

For more information, see Working with the scheduling section of Timeline Scheduling.

3

Select Jobs and Dates


Job selector

Opens the Labor Selector dialog box. Use this dialog box to filter what types of job and employee groupings appear in the left pane.

For more information, see Labor Selector dialog box in Timeline Scheduling.

Calendar selection

Opens drop-down menu to select the date range that appears in the schedule pane.

 

Scheduling section

You use the scheduling section to schedule labor and view work content, workflow, and statistics. This section contains two panes: the left pane and the schedule pane. If you are using dual-timeline views, there is a left and schedule pane for each view.

# Pane Description Notes

4

Left pane(s)

Depending on your selected view, this pane displays:

  • Jobs—List of jobs.

  • Employees—List of employees.

  • Work Content—Distributed and undistributed work required to complete an event.

  • Workflow—Workflow relative to planned shifts.

  • Statistics—Statistics for job groups.

Read-only.

5

Schedule pane(s)

This pane displays the timeline that correspond to the selected view in the left pane.

The appearance of the timeline in this schedule pane depends on the zoom magnification. If the zoom slider is moved all the way to the left (zoomed out), the timeline displays each day as a separate entry. If the zoom slider is moved all the way to the right (zoomed in), you see an hourly breakdown of each day. Shifts and work content appear as bars on the schedule.


Note:When you first open the Timeline Scheduling screen, the default view is a single timeline view with the Job view selected.

This section provides instructions for the following:

Selecting jobs and scheduling periods

You can specify which jobs and date ranges you want to view in the planning period.

Selecting jobs using the Labor Selector

  1. In the Select Jobs and Dates section, click in the job selection () field (which is left of the dates field). 
    The Labor Selector dialog box appears.
    The jobs are organized by organization layers. 

  2. Select the jobs you want to schedule.

    Fields on the Labor Selector dialog box

    Field Description Notes

    Clear Selections

    Clears all check boxes in the Job Selector section.

    Expand All

    Expands the tree menu in the Job Selector section.

    Collapse All

    Collapses the tree menu in the Job Selector section.

    Job Selector

    Tree menu of all organization layers (divisions, departments, and jobs) at the property.

    Default: All items are selected.

    The tree menu is organized with the following levels:

    • Property

      • Division

        • Department

          • Jobs

    OK

    Applies your changes and closes the dialog box.


    Cancel

    Closes the dialog box without applying your changes.


  3. Select OK.
    The schedule panes update to reflect your selection.

Note: If you are using the Work Content pane, you can also select jobs directly from the header of the left pane. For more information, see Controlling the Work Content view.

Selecting a date range

  1. In the Select Jobs and Dates section, select the date range selection (  ) field (which is right of the jobs field). 

  2. From the drop-down menu, select the date range that you want to appear in the schedule pane. This is the date range for which you are scheduling.
    The schedule panes update to reflect your selection. 

Controlling timeline views

Changing Timeline views

You can change timeline view to the following:

  • Jobs

  • Employees

  • Statistics

  • Work Content

  • Workflow

To change the timeline view:

  1. In the View Options section, select Top. 

  2. From the drop-down list, select a timeline view.
    The scheduling section updates to reflect your selection. 

Using dual-timeline view

Using the Timeline Scheduling screen, you can simultaneously see two timeline schedule views, in top and bottom panes so that you can compare data in one view with data in the other view.

Note:You can also use dual-timeline views to more easily move shifts to employees.
For more information, see Filling shifts and changing shift assignments in Timeline Scheduling.

To open dual pane schedule view:

  1. In the View Options section, select Bottom. 

  2. From the drop-down list, select a timeline view for the bottom panes.
    The scheduling section updates to reflect your selection.

Once dual-timeline schedule view is open, you can change the views at any time by using the Top and Bottom drop-down menus in the View Options section.

Zooming in and out

You can move the slider control to view shifts at different zoom levels.

  • To zoom in, move the slider to the right.
     If the slider is pulled to the far right (zoomed in), the calendar and header display days and hours. 

  • To zoom out, move the slider to the left.
    If the slider is pulled to the far left (zoomed out), the calendar and header display weeks and days.