Learn how to copy down your Shift Information from one Shift Record to another to make pre-populating your site data an even more efficient process.
Step-by-step Instructions
Navigate into your desired Project and head over to Shift Planner.
Create the Shift Record you will be using as a template (this is the Shift Record that won't leave the Shift Planner screen).
Add in all the necessary People, Plant, Material, Worklog, Fatigue Assessment that you will want to copy into future Shift Records.
Now, create the Shift Records you want to copy information into.
Then, select the Shift Records you want to modify using the tick boxes on the left of the screen and click ‘ACTIONS’.
From here, select the type of shift information you want to copy from (e.g. Plant) then click ‘Add from’ and choose the Shift Record you created as a template.
Now you can see the information has been copied down to the selected shifts.
You can repeat this step for all the information you want to copy from your template Shift Record.
Series
Entering data in Shift Planner
Shift Planner ‘Add From’ Function ⬅️ You are here