diff --git a/_static/banners/planning.png b/_static/banners/planning.png deleted file mode 100644 index 167fa16bd..000000000 Binary files a/_static/banners/planning.png and /dev/null differ diff --git a/applications.rst b/applications.rst index 031b8439a..94a60726e 100644 --- a/applications.rst +++ b/applications.rst @@ -60,7 +60,6 @@ Applications subscriptions project timesheets - planning fsm sign point_of_sale diff --git a/planning.rst b/planning.rst deleted file mode 100644 index 0d79df0dc..000000000 --- a/planning.rst +++ /dev/null @@ -1,10 +0,0 @@ -:banner: banners/planning.png - -========= -Planning -========= - -.. toctree:: - :titlesonly: - - planning/overview diff --git a/planning/overview.rst b/planning/overview.rst deleted file mode 100644 index 4df6d0a84..000000000 --- a/planning/overview.rst +++ /dev/null @@ -1,9 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/duplicate_a_planning - overview/send_planned_shifts diff --git a/planning/overview/duplicate_a_planning.rst b/planning/overview/duplicate_a_planning.rst deleted file mode 100644 index 16375f678..000000000 --- a/planning/overview/duplicate_a_planning.rst +++ /dev/null @@ -1,66 +0,0 @@ -========================================== -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. \ No newline at end of file diff --git a/planning/overview/media/cs1.png b/planning/overview/media/cs1.png deleted file mode 100644 index bb53549f1..000000000 Binary files a/planning/overview/media/cs1.png and /dev/null differ diff --git a/planning/overview/media/cs2.png b/planning/overview/media/cs2.png deleted file mode 100644 index bb4fefcd5..000000000 Binary files a/planning/overview/media/cs2.png and /dev/null differ diff --git a/planning/overview/media/cs3.png b/planning/overview/media/cs3.png deleted file mode 100644 index 882071a27..000000000 Binary files a/planning/overview/media/cs3.png and /dev/null differ diff --git a/planning/overview/media/cs4.png b/planning/overview/media/cs4.png deleted file mode 100644 index 76631fc72..000000000 Binary files a/planning/overview/media/cs4.png and /dev/null differ diff --git a/planning/overview/media/rate_shift_generation.png b/planning/overview/media/rate_shift_generation.png deleted file mode 100644 index 6d2205eb7..000000000 Binary files a/planning/overview/media/rate_shift_generation.png and /dev/null differ diff --git a/planning/overview/media/sp1.png b/planning/overview/media/sp1.png deleted file mode 100644 index 513e327b9..000000000 Binary files a/planning/overview/media/sp1.png and /dev/null differ diff --git a/planning/overview/media/sp2.png b/planning/overview/media/sp2.png deleted file mode 100644 index fa7291f1a..000000000 Binary files a/planning/overview/media/sp2.png and /dev/null differ diff --git a/planning/overview/media/sp3.png b/planning/overview/media/sp3.png deleted file mode 100644 index acbe6b575..000000000 Binary files a/planning/overview/media/sp3.png and /dev/null differ diff --git a/planning/overview/media/sp4.png b/planning/overview/media/sp4.png deleted file mode 100644 index 0a77ed51d..000000000 Binary files a/planning/overview/media/sp4.png and /dev/null differ diff --git a/planning/overview/send_planned_shifts.rst b/planning/overview/send_planned_shifts.rst deleted file mode 100644 index dcc5cd0a4..000000000 --- a/planning/overview/send_planned_shifts.rst +++ /dev/null @@ -1,44 +0,0 @@ -=========================================================== -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.