Crew Specific Plan Template
Crew specific plan templates are dedicated to a specific crew and cannot be shared with other crews. As such, each weekday shift template is fully defined with everything that the shift generator needs to generate a shift for this crew.
The initial date of the cyclical weekly pattern is the effective date of the template.
This type of plan template references the crew it is designed for, as well as the resources allocated to the crew, on each shift template. This allows for more complex situations where different resources are allocated to the same crew on different days of the week.
This section describes concepts related to setting up and maintaining crew specific plan templates.
Defining and Applying A Template
When you create a new shift plan template, its status is Pending. No shifts are generated while the template is in this state allowing you some time to properly define the weekday shift templates and review them as needed.
After you have defined the shift templates, you must apply the crew specific plan template so that actual shifts are generated from it based on the template's effective period. Applying the template changes its status to Applied and the system right away generates future shifts starting from the template's effective date (or from now if that date is in the past) and until the template's expiration date, if any.
Once applied, the shift generation background process manages the generation of shifts going forward.
Refer to Shift Generation for more information about the generation algorithm as well as the overall process.
Making Changes To An Applied Template
Extending or shortening the effective period of an applied template adjusts future shifts accordingly as soon as you make the change.
If you attempt to add, delete, or modify a shift template for an applied crew specific plan template, the system automatically creates a draft copy of the entire crew specific plan template it belongs to. The changes are made to the draft copy, leaving the original template unchanged. This allows you to make changes in a more controlled way.
You make changes to the draft copy and preview the shifts that would be generated should you accept the draft. If you decide to accept the draft, the original template is updated to match the draft and changes are immediately applied to already generated future shifts accordingly.
Refer to Draft and Original Templates for more information.