35470e02fd
- added a screenshot under a note on duplicate_a_planning.rst - enjoyed the opportunity to fix a few spaces and number of caracters under titles, to be complied with standard rules
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2.2 KiB
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66 lines
2.2 KiB
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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. |