Quick Actions

Quick Actions A tool that allows simple schedule edits to be made more easily, particularly when the same action must be taken on several items are one-click shortcuts in the action bar that you use to complete repetitive tasks, speed up data entry, and reduce errors.

How Quick Actions work

Quick Actions operate a little differently from other buttons and controls:

  1. ClickTap Quick Actions and select a Quick Action.
  2. ClickTap the item you want to modify or take action on. If the action is associated with two items, you must also clicktap the second item.

    3. Example: Open the Quick Actions action bar, select Copy/Paste , then clicktap the item to copy and clicktap the target cell to paste it in. To paste the same item in many cells, just continue clickingtapping the target cells one by one. The software pastes the copied item in each cell as you clicktap.

  3. When you select a Quick Action, it remains enabled until you disable it. You can continue clickingtapping additional similar to apply the same action. There is no need to select the Quick Action icon again when you do this.

    4. Note: When a Quick Action is enabled, the Information Bar just above the Quick Actions action bar tells you what to do next.

  4. When you are finished with a Quick Action, clicktap it again to disable it. If you do not disable it, the next item you select will have the selected Quick Action applied to it.
  5. There are two other ways to disable a Quick Action when you are finished with it:
    • Click Tap Quick Actions
    • ClickTap Close at the right end of the Information Bar .

Available Quick Actions

The following is a list of all Quick Actions included in the software.

What: Assigns open shifts to employees.

How: Click Tap the open shift A shift that is scheduled for a job, but no employee is assigned to work it., then click tap the employee. Repeat as needed.

If break rules are violated, reassign the breaks:

  1. Right-click Tap the shift.
  2. Click Assign Breaks in the glance (also known as a contextual call-out) Provides information and actions in a dialogue box for an item on the screen when the user right-clicks or taps the item..

Note: If the employee’s primary job does not match the job of the open shift, the segment becomes a transfer job Jobs that an employee can perform but that are not the employee's primary job.. Work rule or labour level transfers remain the same.

What: Unassigns an assigned shift to create an open shift.

How: ClickTap an assigned shift. An open shift is created, having the same job as the shift did before you unassigned it. ClickTap additional assigned shifts as needed to unassign them as well.

What: Changes the job for a shift; all segments of the selected shift are assigned the selected job. Other data associated with the shift remain unchanged.

How:

  1. Select the job from the list. The list contains only jobs that are included in your current transfer set.
  2. ClickTap one or more scheduled shifts.

What: Creates and assigns shifts from a shift template A shift that has a name and defined segments and attributes, but no date or assigned employee..

How: Select the template from the list that appears, then select a date cell, whether empty or not. Click Tap other date cells as needed to assign the same template to them as well.

Note:
  • Search for the name of a template by typing any part of the template name in the search box.
  • You cannot assign templates to locked or signed-off days.

What: Assigns a comment to a shift or a pay code

How: Select the comment from the list that appears, then click tap a shift or a pay code. Click Tap other entities as needed to assign the same comment to them.

Note:

Search for a comment by typing any part of it in the search box.

What: Copies and pastes a shift, a pay code, a tag, availability or any combination of these items.

How: On the Copy/Paste menu, and select the tick boxes for the items you want to copy and paste, and clear the tick boxes for those you do not want to copy and paste. Click Tap the date cell containing the item or items to copy, then click tap the date cell where you want the copied item or items to appear. Repeat to paste the same item or items in another cell.

What: Deletes a shift or a pay code.

How: Click Tap the item to delete. Repeat to delete additional items.

To restore items deleted by mistake, do not save but instead select Refresh

Warning: When you refresh the page, you lose all changes since the last save.

What: Locks or unlocks a shift. (You cannot lock or unlock days with this quick action.)

How: Click Tap an unlocked shift to lock it, or a locked shift to unlock it. You can click tap additional shifts to lock or unlock as needed.

What: Swap shifts or days with no shifts.

How: ClickTap the first item, then select the second item. Repeat as needed.

If enabled in the Schedule Planner configuration, shifts swapped by employees display the swap shift icon. The shift swap icon and a message that the shift was swapped also displays in the shift tooltip and in the glance.

Note: You can swap:
  • Shifts or days with no shifts between two employees on the same day. Both employees must be qualified and available.
  • Two items between two employees on different days.

Swaps between different days do not overwrite other items on the same day. ClickTap the first item. ClickTap the second item. The swapped items move to the cells of the original items. To swap again so that the employee has one item, select the first cell. ClickTap a second item.

You cannot swap:

  • Items with a group
  • Items between the same employee
  • Locked shifts
  • Pay Codes