About Scheduling

The goal of the scheduling process is to produce the most effective schedule based on the requirements of the work. Scheduling accomplishes this goal by assigning tasks to crew shifts, matching work requirements to crew capabilities.

Planners can use the Scheduling portal to search for and to review new activity labor requirements and unfinished back log work in order to make allocations to available crew shifts. Users can also use this portal to view the capacity of shifts based on crafts. First search for the appropriate crew shift, then use the zones to search for activities, review the crew members, or access a graphical representation of craft capacities.

Note: Planners have the ability to add work activities to active crew shifts. Refer to Break In for more information.

Planners can also use the Scheduling portal to search for an activity scheduled to a shift. From the activity they can then add a single employee into the schedule or schedule more than one employee at a time.

Daily and Weekly Shifts

Weekly and Daily shift schedules are planned periods of time used to manage crews as they perform their work. Refer to Daily Versus Weekly Schedules for more information.

Shift Plan Templates

Shift plan templates are used to automatically generate crew shifts based on a set of pre-defined shift criteria such as the shift type, the shift rotation, the defined calendar, and so on. Refer to About Shift Plan Templates for more information.

Scheduling Work

The system schedules an activity to a crew shift, taking into consideration the activity’s labor requirements and estimated duration. Refer to The Scheduling Process for more information.

Finding Backlog Work and Assigning

Use the Scheduling portal or Crew Shift portal’s Scheduling tab to search for all unfinished and active labor requirements for the selected crew. Unfinished labor requirements are those which are still active but linked to completed or canceled crew shifts. When there are active labor requirements pending for the crew shift, the system provides a prompt where you can allocate the labor to the next available shift. Follow the prompts to complete the process of allocating the labor requirements either to the next available shift, or to a different crew shift.