[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
|
Create a Schedule and Make Encoding Easier
|
||||||
============================================
|
==========================================
|
||||||
|
|
||||||
Organize regular schedules or forecast projects in a long term basis. Create shifts to manage your
|
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.
|
tasks, assign employees, and stay organized at a high level.
|
||||||
|
|
||||||
Organize your team by roles
|
Organize your team by roles
|
||||||
============================
|
===========================
|
||||||
|
|
||||||
Go to :menuselection:`Configuration --> Roles --> Create`.
|
Go to :menuselection:`Configuration --> Roles --> Create`.
|
||||||
Optionally, go to the *Employees* application, select the respective employee, and under *Work
|
Optionally, go to the *Employees* application, select the respective employee, and under *Work
|
||||||
Information* select the *Default Planning Role*.
|
Information* select the *Default Planning Role*.
|
||||||
@ -15,7 +17,8 @@ Information* select the *Default Planning Role*.
|
|||||||
:alt: Roles in Odoo Planning Application
|
:alt: Roles in Odoo Planning Application
|
||||||
|
|
||||||
Make shifts recurrent
|
Make shifts recurrent
|
||||||
======================
|
=====================
|
||||||
|
|
||||||
While creating a shift, select *Repeat* and configure as needed, saving you from the need
|
While creating a shift, select *Repeat* and configure as needed, saving you from the need
|
||||||
of re-planning it.
|
of re-planning it.
|
||||||
|
|
||||||
@ -23,32 +26,34 @@ of re-planning it.
|
|||||||
:align: center
|
:align: center
|
||||||
:alt: Repeat shifts in Odoo Planning Application
|
:alt: Repeat shifts in Odoo Planning Application
|
||||||
|
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
Repeated shifts are generated for the next six months. A modification is possible in developer
|
Repeated shifts are generated for the next six months. A modification is possible in
|
||||||
mode, from *Settings*.
|
: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::
|
.. tip::
|
||||||
To duplicate a shift in the Gantt view, press CTRL + drag and drop.
|
To duplicate a shift in the Gantt view, press CTRL + drag and drop.
|
||||||
|
|
||||||
|
|
||||||
Save shifts as templates
|
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
|
.. image:: media/cs3.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Save shift as a Template in Odoo Planning Application
|
:alt: Save shift as a Template in Odoo Planning Application
|
||||||
|
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
To create a template in advance, go to :menuselection:`Configuration --> Shifts Templates -->
|
To create a template in advance, go to :menuselection:`Configuration --> Shifts Templates -->
|
||||||
Create`.
|
Create`.
|
||||||
|
|
||||||
|
|
||||||
Duplicate a planning from the previous week
|
Duplicate a planning from the previous week
|
||||||
============================================
|
===========================================
|
||||||
|
|
||||||
When in the Gantt view, either under *Schedule by Employee, Role or Project*, instead of re-planning
|
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*.
|
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
|
:align: center
|
||||||
:alt: Shift recurrency in Odoo Planning Application
|
:alt: Shift recurrency in Odoo Planning Application
|
||||||
|
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
The integration with the *Time off* and *Employee* applications, show you grayed cells to the
|
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
|
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.
|
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
|
Allowing your employees to have a say over shifts helps you to be on top of your workload, and
|
||||||
gives them flexibility.
|
gives them flexibility.
|
||||||
|
|
||||||
Publish and send the planned week by email
|
Publish and send the planned week by email
|
||||||
===========================================
|
==========================================
|
||||||
|
|
||||||
Once you have your shifts planned, click on *Send Schedule*. Select *Include Open shift* if
|
Once you have your shifts planned, click on *Send Schedule*. Select *Include Open shift* if
|
||||||
you would like the *Unassigned* shifts to be seen.
|
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
|
: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
|
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
|
.. image:: media/sp2.png
|
||||||
:alt: Publish and Send planned shifts in Odoo Planning Application
|
:alt: Publish and Send planned shifts in Odoo Planning Application
|
||||||
|
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
Employees will not be able to see shifts until they have been published.
|
Employees will not be able to see shifts until they have been published.
|
||||||
|
|
||||||
|
|
||||||
Let employees unassign themselves from shifts
|
Let employees unassign themselves from shifts
|
||||||
===============================================
|
=============================================
|
||||||
|
|
||||||
Go to *Configuration* and enable *Allow Unassignment*.
|
Go to *Configuration* and enable *Allow Unassignment*.
|
||||||
From now on, when an employee opens his tasks, he can indicate his unavailability clicking
|
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.
|
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
|
:align: center
|
||||||
:alt: Allow Unassignment in Odoo Planning Application
|
:alt: Allow Unassignment in Odoo Planning Application
|
||||||
|
|
||||||
|
|
||||||
.. image:: media/sp4.png
|
.. image:: media/sp4.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Allow Unassignment in Odoo Planning Application
|
:alt: Allow Unassignment in Odoo Planning Application
|
||||||
|
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
Employees have portal access; users have access to the database.
|
Employees have portal access; users have access to the database.
|
||||||
|
Loading…
Reference in New Issue
Block a user