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 new resource shifts can be performed in the Resource Availability page or the Add Shift dialogue in the Resource Shifts Gantt page or Resource Shift Calendar page. The Account Date field determine 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. For overnight shifts the account date can be defined by selecting the account date source: Shift Start or Shift End.

It is also possible to add resource attributes to the shift. These could be useful to define different properties or requirements on the shift.

Using Resource Shift Type

In the Add Shift dialogue it is possible to use a resource shift type as a template for the new shift. Properties of the resource shift type, such as resource attributes, or flags to indicate if it is an overnight shift or an On Call shift will be added to the shift when created. The start and end time of the shift and break is possible to update even if a resource shift type is used.

Shift Deviations

Adding new shifts or breaks creates shift deviations of type: New as well as a corresponding capacity records to reflect the added capacity. If the shift deviation is later 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.

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 new resource shifts records, shift deviations as well as updating capacity records.

If a Shift Freeze Period has been defined in Resource Basic Data, a change log is created if the shifts and/or break is added within the shift freeze period. A shift change log is always created (even outside of the freeze period) if the added shift belongs to the logged in user's own resource. The change log can be viewed in Resource Shift Change Log page.