The Day View allows the modification of any employee Schedule Record. Modifications can be made to the Start and End dates and times and the Description/Comments field. You can use these instructions as an alternate way (other than the Employee Working screen) to place an employee on Holdover. See Employee Schedule Selectors for information on using the Selectors. Follow the instructions below to modify a schedule record.
To Modify a Schedule Record from a Day View
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Click the Schedule tab. The Schedule screen displays.
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Click either 1 Day View, 7 Day or 14 Day View. The appropriate Day View displays.
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Apply any of the filters, as appropriate, to locate the employees for which you wish to modify records.
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Select the Schedule Record you wish to modify. The Schedule Record Modify window displays.
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Add or modify text in the Description/Comment field.
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Edit the Start and End dates and times, as applicable, using either the Calendar icon or a combination of the double and single plus and minus links and the Duration set information.
Note: If the duration you select exceeds 24 hours, you receive a pop-up message that you must acknowledge to continue.
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Select a crew to which you wish to assign the employee, if your company has this option.
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Click Save & Close. A yellow pop-up displays indicating whether or not the save was successful.
Note: If your change and subsequent Save was not successful, you receive an error message and have the opportunity to continue to edit and re-save the record. You can click the Refresh button to return the screen to its pre-error state.
Note: Once you return to the schedule page, you are returned to the scroll position where you were when you invoked the pop-up, instead of back to the top of the page.
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