diff --git a/planning/overview/duplicate_a_planning.rst b/planning/overview/duplicate_a_planning.rst index d672e2c7b..16375f678 100644 --- a/planning/overview/duplicate_a_planning.rst +++ b/planning/overview/duplicate_a_planning.rst @@ -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. \ No newline at end of file diff --git a/planning/overview/media/rate_shift_generation.png b/planning/overview/media/rate_shift_generation.png new file mode 100644 index 000000000..6d2205eb7 Binary files /dev/null and b/planning/overview/media/rate_shift_generation.png differ diff --git a/planning/overview/send_planned_shifts.rst b/planning/overview/send_planned_shifts.rst index eb1c71c34..009c9d55c 100644 --- a/planning/overview/send_planned_shifts.rst +++ b/planning/overview/send_planned_shifts.rst @@ -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.