This article runs through some frequently asked questions about our Shift Planner tool.
How will I know that I've completed all the required fields?
A green tick will appear to confirm that all the fields are completed successfully.
Can I add multiple shifts with the same information on Shift Planner?
With Shift Planner, you can duplicate shifts.
Simply click on the "Copy" icon at the end of the shift line to duplicate a line.
To find out more, please refer to the following help article...
Shift Planner 'Add From' Function
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.
Can I delete a line that I've accidentally created?
If you've accidentally created a new line or want to delete a line when adding shift data, you can simply press the bin icon on the right-hand side of the line.
You will then need to confirm that you want this line to be deleted by clicking the "YES, DELETE" button.
I can't see the dropdown options I want on Shift Planner, can I add data in the dropdown menus?
Within Shift Planner, you can edit your dropdown options for Project Fields, along with adding new ones. To edit the project fields, click on the "EDIT PROJECT FIELDS" button to the bottom left of the screen.
Here, you can add new dropdown options to appear or edit existing ones. To do this, you need to have the right User Permission.
Project Datasources
Customising Dropdowns in Gather Projects
User Permissions
Find out about our different user permissions
What User Permissions can access the Shift Planner tool?
In order for a User to access Shift Planner, they need to be assigned to the Project they want to use Shift Planner in order to pre-populate shifts for.
The User needs to also have User Permissions of Office User and above (Project Administrator and Workspace Administrator) to be able to view and use Shift Planner.
User Permissions
Find out about our different user permissions
Can I view Shift Planner on the Mobile App?
No, Shift Planner is only available on our Web App.
How many Shift Records can I create in Shift Planner?
The limit of lines you can add or duplicate when prepopulating your shifts using Shift Planner is 100.
Will my Assignee be notified a Shift Record has been Planned?
Once a shift has been uploaded an email is sent to the Assignee to notify them. To find out more about these emails, please read this article...
Managing Email Notifications
Learn how to manage your email notification preferences within the Gather platform.
Series
Entering data in Shift Planner
Shift Planner ‘Add From’ Function
Shift Planner FAQs ⬅️ You are here