In order to utilize the Crew Scheduler, the first thing you'll need to do is add Assignment(s). You can think of an assignment as a work assignment. Do not think of them necessarily as 'Shifts', although there are certain instances where that would be appropriate (ie Night Shift, Day Shift, etc).
For the following example, we'll utilize a Fire Department scenario. To add a new assignment you can either click the More options > edit assignment button in the Crew Scheduler:
This will open up a table which lists all of your current assignments (if any). From there you can click the Edit button, or the Delete button to affect those specific assignments.
Arranging / Ordering Assignments:
You can also set the display order of the Crew Scheduler assignments, by clicking and dragging the cross arrow icon and dropping in the order you want displayed.
We'll go ahead and click the + Add Assignment button to open the following form:
You'll want to fill out all of the fields. In this case, we've named our assignment 'Engine 2'; Given it a start date, a Start and End time (in this case, this assignment is Round the clock - 24 hours), and indicated the minimum staffing for this assignment should be 3 people. There are various options as well, which you can hover over the blue ? to see what those mean exactly.
Finally, we set it to repeat every day since this is a 24/7 assignment. You can do other options here as well, like setting the background color of the assignment, and more.
Important: It is very rare that you would set these assignments to anything other than repeat daily. You will schedule your employees into these assignments on specific rotations (24/48, 4 - 10's, etc). But the assignment itself will normally remain as repeat daily. Unless of course, you have assignments that don't run on weekends, etc.
We'll click Save and navigate back to the Crew Scheduler, where we now see the assignment has been added:
You can set Crew Scheduler assignments to repeat based on a set pattern. This is useful if your assignments operate on a set schedule, for example: Every Day (24/7), or M-F 8am - 5pm. By setting the assignments to recur / repeat, it allows you to more easily schedule your personnel on a set pattern. Many different types of rotations have already been pre-programmed into the system. Including such shifts as: 4/10's, 2-3-2/ 3-2-3, 2 on / 4 off, 1 on 2 off, and more common rotations like: Daily, Weekly, Monthly, M and F, Weekdays and more.
To see the recurrence options. Click on 'Edit...' next to the Recur Options options:
From there, a popup will occur that will allow you to set the recurrence pattern of the assignmnet to whatever you need:
As you can see, many options exist and there are many choices that have already been pre-built. In the unlikely event that your shift pattern is not already in the system, please contact us and we will add it in for you.
To delete an assignment from the CrewScheduler, simply click the three vertical dots in the upper right-hand corner of the assignment, and then 'Delete':
There are various different recurrence rules built into the system. These are in place to accommodate most shift scheduling needs. If you are in need of a new recurrence rule for your organization that is not listed, please contact us.
*Note* If the assignment is not visibile, you may need to click the View / Hide Assignments button in the upper right-hand corner and click this new assignment to show.
If you no longer have a need for an assignment to show on the Scheduler but want to keep the record intact, simply 'Archive' it. The assignment will archive itself if the End Date in the Recurrence pattern is in the past.