[ADD] planning: add documentation

applications.rst

@@ -26,3 +26,4 @@ Applications
    social_marketing
    sms_marketing
    fsm
+   planning

planning.rst

@@ -0,0 +1,11 @@
+:banner: banners/planning.jpg
+
+=========
+Planning
+=========
+
+.. toctree::
+   :titlesonly:
+
+   planning/duplicate_a_planning
+   planning/send_planned_shifts

planning/duplicate_a_planning.rst

@@ -0,0 +1,62 @@
+============================================
+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 developer
+   mode, from *Settings*.
+
+.. 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*.
+
+.. 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.

planning/send_planned_shifts.rst

@@ -0,0 +1,45 @@
+============================================================
+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.
+
+.. 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
+will get an email that will redirect 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.