diff --git a/_static/banners/planning.jpg b/_static/banners/planning.jpg new file mode 100644 index 000000000..818425f97 Binary files /dev/null and b/_static/banners/planning.jpg differ diff --git a/applications.rst b/applications.rst index 54a2b2232..06a259d3a 100644 --- a/applications.rst +++ b/applications.rst @@ -26,3 +26,4 @@ Applications social_marketing sms_marketing fsm + planning diff --git a/planning.rst b/planning.rst new file mode 100644 index 000000000..3372ddf04 --- /dev/null +++ b/planning.rst @@ -0,0 +1,11 @@ +:banner: banners/planning.jpg + +========= +Planning +========= + +.. toctree:: + :titlesonly: + + planning/duplicate_a_planning + planning/send_planned_shifts diff --git a/planning/duplicate_a_planning.rst b/planning/duplicate_a_planning.rst new file mode 100644 index 000000000..6139b164b --- /dev/null +++ b/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. diff --git a/planning/media/cs1.png b/planning/media/cs1.png new file mode 100644 index 000000000..bb53549f1 Binary files /dev/null and b/planning/media/cs1.png differ diff --git a/planning/media/cs2.png b/planning/media/cs2.png new file mode 100644 index 000000000..bb4fefcd5 Binary files /dev/null and b/planning/media/cs2.png differ diff --git a/planning/media/cs3.png b/planning/media/cs3.png new file mode 100644 index 000000000..ee08f43e7 Binary files /dev/null and b/planning/media/cs3.png differ diff --git a/planning/media/cs4.png b/planning/media/cs4.png new file mode 100644 index 000000000..76631fc72 Binary files /dev/null and b/planning/media/cs4.png differ diff --git a/planning/media/sp1.png b/planning/media/sp1.png new file mode 100644 index 000000000..33c347240 Binary files /dev/null and b/planning/media/sp1.png differ diff --git a/planning/media/sp2.png b/planning/media/sp2.png new file mode 100644 index 000000000..fa7291f1a Binary files /dev/null and b/planning/media/sp2.png differ diff --git a/planning/media/sp3.png b/planning/media/sp3.png new file mode 100644 index 000000000..acbe6b575 Binary files /dev/null and b/planning/media/sp3.png differ diff --git a/planning/media/sp4.png b/planning/media/sp4.png new file mode 100644 index 000000000..0a77ed51d Binary files /dev/null and b/planning/media/sp4.png differ diff --git a/planning/send_planned_shifts.rst b/planning/send_planned_shifts.rst new file mode 100644 index 000000000..c33aa940b --- /dev/null +++ b/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.