Open topic with navigation

Configuring Shift Management

Permissions and Access

To create teams, you must have the Team Create permission. For more information, see About Team Permission Controls.

You can control edit and view access to teams using:

• Default access levels for the team memberA resource assigned to a team. role. For more information, see Team Settings.
  
• Access levels for individual team members. For more information, see Managing Teams.
• You can use Team permission controls as an alternate method for expanding team member access.
  In general, best practice is to adjust team member access using Manage Teams page rather than using permission controls.
  

Tip:

Tip

If you need to assign temporary edit permissions (such as appointing a temporary team lead to cover an absence). Assign the Team Edit permission control to the appropriate staff member for a specific time period.

Note:

Note

A team leadThe team owner or a team member with administrative rights to create or modify teams. (including the team owner) automatically has edit access to teams.

Team Schedule Planner Requirements

To use Team Schedule Planner, you must have team schedule slot types defined. For more information, see Managing Team Schedule Time Slot Types.

Creating Shift Management Assignments Outside of Team Schedule Planner

If your organization has an application or process other than Team Schedule Planner to create assignments for Shift Management, note:

• Shift Management calculates weekly assignment start and end dates using the Start Date and End Date fields from the Schedule object.
• The daily hours of individual shift assignments use the hour and minute values from the Start Time and End Time fields on the Schedule object.  

For more information on the fields on the Schedule object, see Schedule Fields.

Displaying Shift Management Assignments in Planners

To display Shift Management assignments in Resource and Project Planners, the Show Shift Management Assignments setting to true in the Planners Preferences - Project and Planners Preferences - Resource custom setting.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation