Enter Resource Shifts

Explanation

Perform this activity to enter new resource shifts manually. This is usually done when shifts needs to be added to the already existing shift plan. Entering a new resource shifts can be performed in the Resource Availability page or the Add Shift dialogue in the Resource Shifts Gantt page. Note that it is not possible to enter shifts or breaks that are overlapping in date and time.

If new shifts or breaks has been manually entered, then shift deviations of type: "New" is created as well as a corresponding capacity records to reflect the added capacity. If the shift deviation is then removed, the deviation record as well as the record in capacity is entirely deleted, as the newly created shift did not exist in the resource's base schedule originally.

The Account Date field determines where the resource availability belongs to and is mandatory for a shift. It is usually the same date as the shift start date, but it is possible to select another date within the shift start and shift end date. This can be applicable for overnight shifts as an example. When the record is saved it is not possible to update the account date.

In the Add Shift dialogue it is possible to use a resource shift type as a template for the new shift. The start and end time of the shift and break is possible to update even if a resource shift type is used. Using this dialogue, the account date will be automatically defaulted to the shift start date. For overnight shifts the account date can be defined by selecting the account date source: Shift Start or Shift End.

Note: If a Shift Freeze Period has been defined in Resource Basic Data, then it is not allowed to enter new shifts from My Resource Shift Gantt and Resource Shift Calendar pages during this period.

Prerequisites

If a resource shift type is used, it must exist.

System Effects

This activity creates shift deviations as well as updating capacity records. The shift deviation record holds the information of new start and finish time, when the shift deviation was created and by whom, as well as the keeping the information about the original shift.

If a Shift Freeze Period has been defined in Resource Basic Data, a change log is created if the shifts is edited within that freeze period, or alternatively, if the edited shift belongs to the logged in user's own resource schedule. The change log can be viewed in Resource Shift Change Log page.