[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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subscriptions
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subscriptions
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project
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project
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timesheets
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timesheets
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planning
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fsm
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fsm
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sign
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sign
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point_of_sale
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point_of_sale
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10
planning.rst
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:banner: banners/planning.png
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=========
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Planning
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=========
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.. toctree::
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:titlesonly:
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planning/overview
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/duplicate_a_planning
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overview/send_planned_shifts
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==========================================
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Create a Schedule and Make Encoding Easier
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==========================================
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Organize regular schedules or forecast projects in a long term basis. Create shifts to manage your
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tasks, assign employees, and stay organized at a high level.
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Organize your team by roles
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===========================
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Go to :menuselection:`Configuration --> Roles --> Create`.
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Optionally, go to the *Employees* application, select the respective employee, and under *Work
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Information* select the *Default Planning Role*.
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.. image:: media/cs1.png
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:align: center
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:alt: Roles in Odoo Planning Application
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Make shifts recurrent
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=====================
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While creating a shift, select *Repeat* and configure as needed, saving you from the need
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of re-planning it.
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.. image:: media/cs2.png
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:align: center
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:alt: Repeat shifts in Odoo Planning Application
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.. note::
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Repeated shifts are generated for the next six months. A modification is possible in
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:doc:`Developer mode <../../general/developer_mode/activate>`, from *Settings*.
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.. image:: media/rate_shift_generation.png
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:align: center
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:alt: Repeat shifts in Odoo Planning Application
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.. tip::
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To duplicate a shift in the Gantt view, press CTRL + drag and drop.
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Save shifts as templates
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========================
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If creating a shift on the fly and know you might use that template in the future, click on *Save as
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a Template*.
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.. image:: media/cs3.png
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:align: center
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:alt: Save shift as a Template in Odoo Planning Application
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.. tip::
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To create a template in advance, go to :menuselection:`Configuration --> Shifts Templates -->
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Create`.
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Duplicate a planning from the previous week
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===========================================
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When in the Gantt view, either under *Schedule by Employee, Role or Project*, instead of re-planning
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shifts that have been planned before, simply click on *Copy Previous Week*.
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.. image:: media/cs4.png
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:align: center
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:alt: Shift recurrency in Odoo Planning Application
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.. note::
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The integration with the *Time off* and *Employee* applications, show you grayed cells to the
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days when the employee does not work and is on vacation time, for example.
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===========================================================
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Send Planned Shifts and Give Employees Autonomy Over Shifts
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===========================================================
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If you are not on top of your tasks and shifts you might fall behind, losing productivity.
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Allowing your employees to have a say over shifts helps you to be on top of your workload, and
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gives them flexibility.
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Publish and send the planned week by email
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==========================================
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Once you have your shifts planned, click on *Send Schedule*. Select *Include Open shift* if
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you would like the *Unassigned* shifts to be seen.
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.. image:: media/sp1.png
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:align: center
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:alt: Publish and Send planned shifts in Odoo Planning Application
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Choose if you just want to *Publish* or *Publish and Send*. If you *Publish and Send*, employees
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get an email that redirects them to their planned tasks:
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.. image:: media/sp2.png
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:alt: Publish and Send planned shifts in Odoo Planning Application
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.. note::
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Employees will not be able to see shifts until they have been published.
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Let employees unassign themselves from shifts
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=============================================
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Go to *Configuration* and enable *Allow Unassignment*.
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From now on, when an employee opens his tasks, he can indicate his unavailability clicking
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on *I am unavailable*. The shift will be opened again, allowing someone else to take it.
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.. image:: media/sp3.png
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:align: center
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:alt: Allow Unassignment in Odoo Planning Application
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.. image:: media/sp4.png
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:align: center
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:alt: Allow Unassignment in Odoo Planning Application
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.. tip::
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Employees have portal access; users have access to the database.
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