1 - Introduction
On this screen is possible to follow-up, export to Excel and interact with the logistic schedule on a spreadsheet selecting a determined period according to the operational unit. The columns displayed can be manually managed to display only useful information to the user. The function “interact” allows the user to add events (embark and trainings) for workers, what will impact on other functionalities.
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2 - Permissions
To access this functionality the permission “Logistic Schedule” must be given to the responsible profiles to manage the registration.
To grant this permission, read the article:Granting Access Permissions
3 - Understanding the spreadsheet
3.1 Go to the page “Crew Rotation” by: Tasks > Crew Change > Crew Rotation
3.2 Note that the columns in this tutorial may not be the same that will be displayed on your screen, it is possible to configure the columns to be displayed, as we might see later. At this point we will understand what is being displayed on the screen:
1 : Displays the operational unit on the screen. If the unit is not defined, it will display the logistic schedule of all registered units.
2 : Determine the date period to be displayed on the screen. Set the Filter (for further information, go to: Crew Rotation: Customização de filtros ) on Start and End dates. Next, click on “Apply”.
3 : Actions regarding exporting.
Add: Creates a new schedule for a specific worker. This function will be further explored on Topic Item “6 - How To: Create new Schedules” on this Tutorial.
More Filters: Displays the spreadsheet with all possible profiles. This function will be further explored on Topic Item “5 - More Filters” on this Tutorial.
Export to Excel: Generates an Excel file according to the displayed spreadsheet.
Previous: Displays the previous page.
Next: Displays the next page.
Settings: Indicates setting options regarding of the spreadsheet columns . This function will be further explored on the Topic Item “4 - How to: Settings” on this tutorial.
4 : Displays the columns with details according to Topic Item 3 on “More Filters” and “Settings”
5 : Displays workers schedule and also allow to create new schedules as will be displayed on Topic “6 - How To: Create new Schedules” on this Tutorial: [insert link here].
4 -
How to:Settings
As seen on item Item 3 from the topic item 3.2, the function “Settings” is displayed. When clicking above the icon, the window below will open:
Field | Descrição |
|---|---|
Highlights | Set the columns highlights to improve viewing the selected information, for better understading. |
Which columns would you like to display? | Which columns may be displayed on the left part of the spreadsheet. |
Selecione as opções desejadas e clique em “Salvar”.
5 -
How To -More Filters
As seen on item 3 from the topic Topic 3.2, the function “More Filters” is available. When clicking above the icon, the window Worker Filters will open. On this window you can set the filters as an Excel spreadsheet.
For better understanding, let's divide it into two parts: top and bottom.
5.1 Top
On this part the display filters are:
Operational Unit Filter - Informe a UOP que deseja exibir. Essa informação será mostrada no 1º Quadrante da tela de “Crew Rotation” Inform the OU to be displayed. This information will shown on the topic 1 on Crew Rotation screen.
Events Filter - Informe o tipo de evento que deseja visualizar Inform the event type to be displayed.
Choose Columns - Informe as colunas exibição, como em “Configurações” visto no item 4 desde Inform the columns to be displayed, as seen on “Settings” from item 4 in this tutorial.
5.2 Bottom
Aqui é é possível trabalhar os filtros de exibição que serão aplicados na tela de “Crew Rotation”. Os filtros funcionam como em uma planilha Excel, onde você pode ordena-los por ordem alfabética ou numérica, além de selecionar quais devem ser exibidos ou não.
5.3 Ao finalizar as especificações requeridas, clique em “Aplicar” para inserir as alterações na funçãoHere it is possible to work with display filters that will be applied on “Crew Rotation” screen. Filters may work as an Excel spreadsheet, where you can sort them alphabetically or numerically, selecting which ones should be displayed or not.
5.3 After finishing including the required specifications, click on “Apply” to confirm the function changes.