[REM] planning: remove docs (#880)

This page documents a straightforward flow users can easily figure out without dedicated documentation. Besides, screens are frequently reworked, requiring to maintain the related page closely. This commit then removes a low-value page to reduce the technical debt and allow focusing on actually useful documentation pages.
Doc removed:
- duplicate_a_planning.rst
- send_planned_shifts.rst
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KBR 2021-03-12 08:49:27 +01:00 committed by GitHub
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@ -60,7 +60,6 @@ Applications
subscriptions
project
timesheets
planning
fsm
sign
point_of_sale

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:banner: banners/planning.png
=========
Planning
=========
.. toctree::
:titlesonly:
planning/overview

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========
Overview
========
.. toctree::
:titlesonly:
overview/duplicate_a_planning
overview/send_planned_shifts

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==========================================
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*.
.. image:: media/cs1.png
:align: center
: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.
.. image:: media/cs2.png
:align: center
:alt: Repeat shifts in Odoo Planning Application
.. note::
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 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*.
.. image:: media/cs4.png
: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.

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===========================================================
Send Planned Shifts and Give Employees Autonomy Over Shifts
===========================================================
If you are not on top of your tasks and shifts you might fall behind, losing 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.
.. image:: media/sp1.png
:align: center
: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
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.
.. image:: media/sp3.png
: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.