This feature of ETP is used for scheduling your employees one week at a time. You can pick and choose employees and drag and drop them into various shifts and positions.
Follow the procedure below to set up and use the Crew Scheduler.
In the main ETP screen, go to Utilities->Customize Software->Schedule tab.
Put a check mark in the box labeled 'Use the Crewing Schedule?' by clicking the label or the box itself.
Click the 'Define Shift Periods' button, the following screen will appear:
The shift periods are the 'Crew Shifts' that the employees will be assigned to for the week. In the example above, three shift periods have been defined (days, afternoons, graveyards). Later in the setup, actual shifts (e.g. 07:00am to 03:30pm) will be assigned to the 'Crew Shifts'.
To Add a shift period, click the 'Add' button. To Edit or Delete a shift period, click the appropriate button.
The Preview and Print buttons will display a summary report of the Shift Periods you have set up.
The Up/Down arrow buttons on the right side of this form will move the selected shift period up or down in the order. This is how the shifts will be displayed in the crewing scheduling window.
When adding a Shift Period, the following window will appear:
Define the Shift Period by entering an appropriate Code and Description, then select the days of the week that the shift period will apply to. In the above example, the 'Weekends' shift period will only apply to Saturday and Sunday.
Click OK to save new shift period, then Exit the Add/Edit Shift Period window.
Once you have defined all of the Shift Periods, Exit the Setup Shift Period window. This will take you back to the Schedule tab.
The next step is to setup the Crewing Template. To do this, click the 'Crewing Template' button. The 'Crewing Positions' window will appear.
To Add a Crewing Position, click the 'Add' button. To Edit or Delete a Crewing Position, click the appropriate button.
The Preview and Print buttons will display a summary report of the Crewing Positions you have set up.
The Up/Down arrow buttons on the right side of this form will move the selected Crewing Position up or down in the order. This is how the Crewing Positions will be displayed in the Crew Scheduling window.
In the example above, four positions have been added to the '0701 Barrel Fab, Plasma' Department.
The first step in adding Crewing Positions is to select the Department that the positions will be attached. Do this by clicking on the drop-down arrow and selecting from the list of departments that have been previously defined. You are now ready to begin adding positions to the selected department.
Note: You will have to setup 'Crewing Positions' for each of the Departments that you want to include in your Crew Scheduler!
Click the Add button. The following window will appear:
Select Position or Heading. This is how the Position will appear in the Crewing Schedule. Normally, this is a Position, however you can choose Heading if you want a certain group of crewing positions to be under one heading. For example, you may have 10 positions in the paint shop that you would like to group under one heading called PaintShop.
Enter a Code and Description.
Select the actual Position from the drop down box labeled 'Position'.
All of the Crew Shifts that were set up earlier are listed at the bottom of the window under the heading 'Crew Shift'. Beside the Crew Shift column is the 'Shift' column. This is where you will assign an actual 'Shift' to the 'Crew Shift'. Double Click the corresponding 'Shift' box and a drop-down window will appear. Select by clicking the shift. In the example below, the actual shift ''7AM 7 AM to 3 PM' has been assigned to the 'days' Crew Shift.
Continue assigning actual shifts until each Crew Shift has an actual shift assigned to it.
Click the OK button to save the Crewing Position, then Exit the window.
Before using the Crew Scheduler, make sure that the employees to be scheduled are assigned to departments available in the Crew Scheduler. To check this, go to Setup->Employees->Main tab ... look at the default department and make sure it is available to the Crew Scheduler. If it is not, select a department that is available or go back into Utilities->Customize Software->Schedule tab and setup the required department with Crewing Shifts.
Also, make sure that each employee to be scheduled is available for the positions you wish to assign them to. To do this, go to Setup->Employees->Positions tab.
Move all the positions that the employee is to be available to the 'Selected Positions'. You can do this by highlighting the position with the cursor and clicking the >> button or just double click the position to move it over to the 'Selected Positions' window. To select all of the Positions, click the 'Select All' button. To remove positions, follow the same procedures.
To use the Crew Scheduler, go to Operations->Schedules->Crew Scheduling.
Note: You must follow the procedures outlined above before attempting to use Crew Scheduling. The Crew shifts etc must be set up first!!!
The Crewing Schedule window is shown below:
To begin scheduling, select the employees to be scheduled from the file cabinet button (takes you to the Selection Buckets).
Pick the Start Date for the schedule by clicking on the Calendar button or manually entering the date in the proper format (mm/dd/yyyy).
Click the OK button to enter the Crew Scheduler Window.
This is where it all happens!. You can now select the Department you want to schedule, then drag and drop the available employees to the Positions and Shifts you set up previously.
Here is the Crew Scheduling Window. Move the cursor over the picture below, when the arrow cursor changes to a hand cursor, click, and a pop-up window will appear explaining the function of that particular area of the screen.