Skip to main content

Creating and Managing Schedules

Overview

Schedules are used to define the working hours for personnel, and the availability blocks for resources. They allow you to keep track of personnel availability, be notified upon schedule conflicts, and keep track of available and unavailable resources. These insights are used to maximize production capacity and meet operational efficiency.

L7 Scheduling comes with four schedulable resource types (Personnel, Workgroups, Locations, and Equipment). The Availability tab organizes these resource types into tabs where you can view, manage, and create new schedules. New custom resources/tabs can be created in L7|MASTER by creating schedulable Entity Classes.

scheduling_AvailabilityLandingPage_3_3.png

Creating New Schedules

Schedules let you define the working hours and availability of a resource. When creating the schedule, you will capture the general information in the panel on the left, then build out the working hours by week. If a resource has a static schedule, then a single "Week" is sufficient. But if a resource's availability changes from week to week, then you can build out multiple weeks in a given schedule.

Procedure

  1. Navigate to L7 Scheduling app -> Availability

  2. Click + New Schedule

  3. Enter a Schedule Name

  4. Select the Resource Name corresponding to the type of resource you're creating a schedule for

  5. Select the specific resource you're creating the schedule for

  6. Optionally you can opt to Use a Template, if available

    Note

    Templates will use preconfigured Working Hours and Breaks. To learn how to create a template, see Creating Schedule Templates.

  7. Select a Start date

  8. Select an End date. Using the picklist you can select on to set an end date or select never to opt out of an end date

  9. Apply Tags (optional)

  10. Enter a Description (optional)

  11. Enter a Week Name

  12. Enter a Description for the week (optional)

  13. Select which Days the resource will be working/available for use

  14. Enter the Start and End times for each day

    Tip

    Creating recurring working hours? Use the Copy icon to copy and apply the shift hours to additional days.

    scheduling_AvailabilityCopyShifts_3_3.png

  15. Save

Adding Work Breaks

To add work breaks to a schedule, such as morning or lunch breaks, follow the steps below.

  1. Select + Add break

  2. Enter a Break Name

  3. Select a Break Duration

  4. Enter a Starting at time

  5. Optionally select + Add break to create additional shift breaks

scheduling_AvailabilityBreaks_3_3.png

Tip

L7 Scheduling will calculate the total number of "Working Hours" and "Daily Breaks" as you build out the schedule, located in the top right corner of each week.

Daily breaks are subtracted from the weekly "Working hours" total.

Creating Split Shifts

If your personnel's work day is split into two or more parts, you can create split shift schedules.

  1. Click the + icon inline with the day you're adding the split shift to

  2. Enter a Start and End time

scheduling_AvailabilitySplitShifts_3_3.png

Creating Schedule Templates

Schedules are created for and applied to individual resources. If you have several resources that will use the same schedule, then you can create a schedule template to apply the Working Hours and Breaks to additional resources.

  1. Build out the schedule, following the normal procedure (but don't click Save)

  2. Click the arrow next to Save

  3. Select Save as Template

  4. Enter a Name for the template

  5. Click Save

scheduling_AvailabilitySaveAsTemplate_3_3.png

Managing Schedules

Making Resources Unavailable

At times you may want to disable a resource, making it unavailable (i.e., equipment calibration, instrument offline for maintenance, personnel on parental leave, etc.). When a resource is made unavailable, it will be removed from all assigned tasks during the specified duration.

Active/available resources will display a green thunderbolt icon next to their name, while unavailable resources will have an unavailable icon.

scheduling_AvailabilityEquipment_3_3.png

Procedure

  1. Navigate to the resource's "Schedule details" view

  2. Click Disable Resource

  3. Enter a Reason for disabling the resource

  4. Select a Date Range

  5. Click Disable

scheduling_AvailabilityDisableModal_3_3.png

Tip

Unavailable/disabled resources can be reenabled by navigating to the resource's "Schedule details" view, then click Enable Resource.

scheduling_AvailabilityReenable_3_3.png

Adjusting Schedule Column Settings

From the Availability landing page, you can see an overview of each schedule's details organized into columns. Using the Column Settings panel, you can control which columns are displayed.

  1. Select the gear icon on the far right

  2. Select/deselect the columns you wish to see/hide, respectively

scheduling_AvailabilityColumnSet_3_3.png

Note

Column Settings are applied to the logged in user.

Archiving Schedules

When a schedule is no longer needed and you want to remove it from the user interface, you can archive it.

  1. Navigate to the "Schedule's details" view: L7 Scheduling -> Availability -> select the desired schedule

  2. Click Archive

  3. Click Yes, Archive this Schedule

Warning

Archiving a schedule cannot be undone.

In this section: