1 - Introduction

Planning is a report where is possible to check past and future positions of workers and the duration of it as well.

2 - Permissions

To access this page, the option "Consult period positions" must be granted to the responsible profiles for controlling the functionality.

To grant such permission, read the article: Granting Access Permissions.

3 - Access

3.1 Access planning on: Reports > Crew Change > Planning.

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3.2 The Planning page will be displayed:

Open

Obs.: When scrolling with the cursor and holding the button Ctrl/Command of the keyboard, it is possible to zoom over a specific period/occurrence.

3.3 Use search filters to display specific information, as such as display only Local Employees occurrences.

For further information regarding search filters, read the article:  FAQ - Novo modelo dos filtros de pesquisa das funcionalidades

4 - View preferences

The user can set the view preferences as necessary.

To set the preferences, click on the gear symbol as below:

A new window will open containing all the preferences that can be configured.

Retroactive / Future days to visualization: Responsible of limiting events displayed on past or future, considering the selected date.

Occurrences to considering as available: Occurrences that will be identified as workers available to embark.

Days to considering as available: According to the occurrence mentioned above, will be considered workers with the “x” quantity of available days to embark.

5 - Only available

Once configured the item above, when enabling the button “Only available”, the system will search only for available workers from the selected date.

5.1 To filter available workers, set the date and click over the button as below:

Obs.:  When the cursor is positioned above the “Only available” button, will be displayed the quantity of days that will be considered to display the available workers.

5.2 In the example above, when enabling the button “Only available”, the system will display only workers with at least ten days available (with day off occurrence) to embark from 11/23/2021.

Obs.: The available days will be highlighted with a darker color than the background.

5.3 With the search filters, will be possible to apply a more specific search. Define the search filters, the date and finish by enabling the filter “Only available”.

6 - Export to Excel

6.1 To export to excel, click on the download icon as below:

6.2 The planning exported as Excel will be displayed as below: