[IMP] planning: add screenshot (#712)
- added a screenshot under a note on duplicate_a_planning.rst - enjoyed the opportunity to fix a few spaces and number of caracters under titles, to be complied with standard rules
This commit is contained in:
parent
0cca0b5dba
commit
35470e02fd
@ -1,11 +1,13 @@
|
||||
============================================
|
||||
==========================================
|
||||
Create a Schedule and Make Encoding Easier
|
||||
============================================
|
||||
==========================================
|
||||
|
||||
Organize regular schedules or forecast projects in a long term basis. Create shifts to manage your
|
||||
tasks, assign employees, and stay organized at a high level.
|
||||
|
||||
Organize your team by roles
|
||||
============================
|
||||
===========================
|
||||
|
||||
Go to :menuselection:`Configuration --> Roles --> Create`.
|
||||
Optionally, go to the *Employees* application, select the respective employee, and under *Work
|
||||
Information* select the *Default Planning Role*.
|
||||
@ -15,7 +17,8 @@ Information* select the *Default Planning Role*.
|
||||
:alt: Roles in Odoo Planning Application
|
||||
|
||||
Make shifts recurrent
|
||||
======================
|
||||
=====================
|
||||
|
||||
While creating a shift, select *Repeat* and configure as needed, saving you from the need
|
||||
of re-planning it.
|
||||
|
||||
@ -23,32 +26,34 @@ of re-planning it.
|
||||
:align: center
|
||||
:alt: Repeat shifts in Odoo Planning Application
|
||||
|
||||
|
||||
.. note::
|
||||
Repeated shifts are generated for the next six months. A modification is possible in developer
|
||||
mode, from *Settings*.
|
||||
Repeated shifts are generated for the next six months. A modification is possible in
|
||||
:doc:`Developer mode <../../general/developer_mode/activate>`, from *Settings*.
|
||||
|
||||
.. image:: media/rate_shift_generation.png
|
||||
:align: center
|
||||
:alt: Repeat shifts in Odoo Planning Application
|
||||
|
||||
.. tip::
|
||||
To duplicate a shift in the Gantt view, press CTRL + drag and drop.
|
||||
|
||||
|
||||
Save shifts as templates
|
||||
=========================
|
||||
If creating a shift on the fly and knowing that you will use that template in the future,
|
||||
click on *Save as a Template*.
|
||||
========================
|
||||
|
||||
If creating a shift on the fly and know you might use that template in the future, click on *Save as
|
||||
a Template*.
|
||||
|
||||
.. image:: media/cs3.png
|
||||
:align: center
|
||||
:alt: Save shift as a Template in Odoo Planning Application
|
||||
|
||||
|
||||
.. tip::
|
||||
To create a template in advance, go to :menuselection:`Configuration --> Shifts Templates -->
|
||||
Create`.
|
||||
|
||||
|
||||
Duplicate a planning from the previous week
|
||||
============================================
|
||||
===========================================
|
||||
|
||||
When in the Gantt view, either under *Schedule by Employee, Role or Project*, instead of re-planning
|
||||
shifts that have been planned before, simply click on *Copy Previous Week*.
|
||||
|
||||
@ -56,7 +61,6 @@ shifts that have been planned before, simply click on *Copy Previous Week*.
|
||||
:align: center
|
||||
:alt: Shift recurrency in Odoo Planning Application
|
||||
|
||||
|
||||
.. note::
|
||||
The integration with the *Time off* and *Employee* applications, show you grayed cells to the
|
||||
days when the employee does not work and is on vacation time, for example.
|
||||
days when the employee does not work and is on vacation time, for example.
|
BIN
planning/overview/media/rate_shift_generation.png
Normal file
BIN
planning/overview/media/rate_shift_generation.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 36 KiB |
@ -1,12 +1,14 @@
|
||||
============================================================
|
||||
===========================================================
|
||||
Send Planned Shifts and Give Employees Autonomy Over Shifts
|
||||
============================================================
|
||||
===========================================================
|
||||
|
||||
If you are not on top of your tasks and shifts you might fall behind, loosing productivity.
|
||||
Allowing your employees to have a say over shifts helps you to be on top of your workload, and
|
||||
gives them flexibility.
|
||||
|
||||
Publish and send the planned week by email
|
||||
===========================================
|
||||
==========================================
|
||||
|
||||
Once you have your shifts planned, click on *Send Schedule*. Select *Include Open shift* if
|
||||
you would like the *Unassigned* shifts to be seen.
|
||||
|
||||
@ -15,18 +17,17 @@ you would like the *Unassigned* shifts to be seen.
|
||||
:alt: Publish and Send planned shifts in Odoo Planning Application
|
||||
|
||||
Choose if you just want to *Publish* or *Publish and Send*. If you *Publish and Send*, employees
|
||||
will get an email that will redirect them to their planned tasks:
|
||||
get an email that redirects them to their planned tasks:
|
||||
|
||||
.. image:: media/sp2.png
|
||||
:alt: Publish and Send planned shifts in Odoo Planning Application
|
||||
|
||||
|
||||
.. note::
|
||||
Employees will not be able to see shifts until they have been published.
|
||||
|
||||
|
||||
Let employees unassign themselves from shifts
|
||||
===============================================
|
||||
=============================================
|
||||
|
||||
Go to *Configuration* and enable *Allow Unassignment*.
|
||||
From now on, when an employee opens his tasks, he can indicate his unavailability clicking
|
||||
on *I am unavailable*. The shift will be opened again, allowing someone else to take it.
|
||||
@ -35,11 +36,9 @@ on *I am unavailable*. The shift will be opened again, allowing someone else to
|
||||
:align: center
|
||||
:alt: Allow Unassignment in Odoo Planning Application
|
||||
|
||||
|
||||
.. image:: media/sp4.png
|
||||
:align: center
|
||||
:alt: Allow Unassignment in Odoo Planning Application
|
||||
|
||||
|
||||
.. tip::
|
||||
Employees have portal access; users have access to the database.
|
||||
|
Loading…
Reference in New Issue
Block a user