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− | < | + | = Update Schedule Options= |
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+ | Use this functionality to update the selected schedule with time-off calendar items which have the status '''Granted''', '''Not Scheduled''', '''Recalled''', or '''Scheduled'''. | ||
+ | <ol> | ||
+ | <li>Create a '''Granted Time Off''' item in the calendar. (Use the [[AddCalItmsWz|Add Calendar Item Wizard]].) Its status will be '''Granted''', '''Not Scheduled'''<br> OR<br> Select a '''Time Off''' item that has '''Recalled''', '''Scheduled''' status.</li> | ||
+ | <li>Click the '''Update Schedule''' icon ( [[File: WM_851_icon-publish-time-off.png|link=]] ) in the toolbar, or the '''Update Schedule''' button at the bottom right of the WFM window, or select '''Update Schedule''' from the '''Actions''' menu.</li> | ||
+ | <li>Correct any errors. If there are no errors, then the '''Update Schedule Options''' dialog box appears, offering three check boxes which are all selected by default: | ||
+ | *Insert only if there are no errors or warnings | ||
+ | *Show warnings | ||
+ | *Auto commit inserted items</li> | ||
+ | <li>Clear any check boxes that you do not wish WFM to obey, and click '''OK'''.<br> The selected '''Time Off''' item is published to the Master Schedule. | ||
+ | |||
+ | {{NoteFormat|WFM displays a warning under these circumstances: | ||
+ | *When you insert a full-day '''Time Off'''—either from the Calendar or directly into the Master Schedule—on a day in the Master Schedule that is already a '''Day Off'''. | ||
+ | *When you insert a full-day or part-day '''Time Off'''—either from the Calendar or directly into the Master Schedule—on a day in the Master Schedule that already has an '''Exception'''.}}</li> | ||
+ | </ol> | ||
+ | |||
+ | [[Category:V:PSAAS:Public]] |
Revision as of 13:45, August 10, 2017
Update Schedule Options
Use this functionality to update the selected schedule with time-off calendar items which have the status Granted, Not Scheduled, Recalled, or Scheduled.
- Create a Granted Time Off item in the calendar. (Use the Add Calendar Item Wizard.) Its status will be Granted, Not Scheduled
OR
Select a Time Off item that has Recalled, Scheduled status. - Click the Update Schedule icon (
) in the toolbar, or the Update Schedule button at the bottom right of the WFM window, or select Update Schedule from the Actions menu.
- Correct any errors. If there are no errors, then the Update Schedule Options dialog box appears, offering three check boxes which are all selected by default:
- Insert only if there are no errors or warnings
- Show warnings
- Auto commit inserted items
- Clear any check boxes that you do not wish WFM to obey, and click OK.
The selected Time Off item is published to the Master Schedule.ImportantWFM displays a warning under these circumstances:- When you insert a full-day Time Off—either from the Calendar or directly into the Master Schedule—on a day in the Master Schedule that is already a Day Off.
- When you insert a full-day or part-day Time Off—either from the Calendar or directly into the Master Schedule—on a day in the Master Schedule that already has an Exception.
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