The Schedule Tools & View menu

Summary

This summary will help you to manage and understand the Schedule Tools & View menu − the available tools you have and views option. 

Intended Users

Cockpit Owners

Instructions Tools

Spend some time to view the different functions within the Tools menu. All of them are described with a brief text. As a basic principle, what you see in the schedule is what is going to be exported to print. Please also check your View Options settings on the View Options menu − how your data/schedule will be displayed. 

  • Shift Codes − where you handle all shift codes. 
  • Replace Shift Code − here you can replace the shift code for selected users. 
  • Create Rotating Schedule − here you can copy a schedule already created. This function is good to use where you have a rolling schedule in place. Please read more in Scheduling. 
  • Insert Value into Unspecified Row − enables you to populate your schedule with different choices. Percentage of Cockpit Target or Cockpit Planned can automatically be inserted by using this function. 
  • Submit To Budget/Forecast − where you submit your Cockpit Planned Hours to Forecast or Budget. 
  • Alerts − where you handle the alerts used. 
  • Add Alerts To Workers − if activated, here you can set alerts connected to workers; for example, maximum number of hours during a month. 
  • Information Rows − information rows where you can add any value you like. 
  • Add New Team − you can add Teams based on the following criteria: number or shifts scheduled at the specific time; number of shifts scheduled to start before the specified time, but after the previous team; or number of shift types. See drop down list. 
  • Add New Worker − new employees are added here. 
  • Add New Unspecified Row − enables you to add extra rows to Unspecified as per your own choice. 
  • Add New Schedule − to add an entirely new schedule. 
  • Change Schedule Name − change the name of the schedule. 
  • Delete or Deactivate Schedule − here you can delete or deactivate the schedule. Deleting a schedule is not possible if shifts are attached to that schedule for future days. There is a possibility to delete shifts for a period. 
  • Print to File − enables you to print to either excel or pdf with the following choices; default, Weeks (Sat-Fri), Weeks (Sun-Sat), Weeks (Mon-Sun), Weeks (Fri-Thur). 
Schedule 1.PNG

Instruction View

You have several choice to what you want to view in the schedule 

View option Schedule.png
  • Show FTE will display the hours in the schedule in FTE (full time employee) instead of hours. You set how many hour per day a FTE works in Settings in Cockpit.

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