2fb77cf3ff
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.
This commit:
- removes the main "settings" section
- move its content to general/odoo_basics
- moves "general/mobile" content to "general"
- moves the content of the doc "developer_mode/activate" to "general"
- it replaces the references to that doc with `:ref:` directives
rather than `:doc:` directives
- it is worth noting that it also fixes plenty of links that
previously referred to "developer_mode" (the category) rather than
"developer_mode/activate" (the document)
task-2535899
66 lines
2.2 KiB
ReStructuredText
66 lines
2.2 KiB
ReStructuredText
==========================================
|
|
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
|
|
:ref:`developer mode <developer-mode>`, from *Settings*.
|
|
|
|
.. image:: media/rate_shift_generation.png
|
|
:align: center
|
|
:alt: Repeat shifts in Odoo Planning Application
|
|
|
|
.. 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 know you might 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. |