63 lines
2.0 KiB
ReStructuredText
63 lines
2.0 KiB
ReStructuredText
============================================
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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 developer
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mode, from *Settings*.
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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 knowing that you will use that template in the future,
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click on *Save as 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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