Summary

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

Intended Users

Department heads

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 check your View Options settings on the View Options menu − how your data/schedule will be displayed. 

• Shift Codes − enables you to review all shift codes. 
• Replace Shift Code − enables you to replace the current code to a new code for a selected user/s. 
• Create Rotating Schedule − enables you to copy a current schedule. This function is useful when you have a rolling schedule. 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 − enables you to submit your Cockpit Planned Hours to New Forecast or New Budget. 
• Add Calculation/Information Rows − calculation rows enable you to calculate the hours needed. Information rows allow you to add a value of your choice. 
• 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 − enables you to add new employees. 
• Add New Unspecified Row − enables you to add extra rows to Unspecified of your own choice. 
• Refresh TKS – this enables you to choose a specific period and refresh your timekeeping system so that its in sync with PMI.
• Add New Schedule − enables you to add a new schedule. 
• Change Schedule Name − enables you to change the name of the schedule. 
• Delete or Deactivate Schedule − enables you to 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-Thu). 

Instruction View

You have several choices to view in the schedule 

• 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.