This page (revision-7) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JMyers

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At line 5 changed 12 lines
Purpose: To produce an employee schedule for 28 day time frame.
Reporting tool: Windward only.
Template type: Excel template.
Note: Excel 2007 format is only supported (xlsx).
The following requirements have been addressed:
The report criteria options are:
• Entity
• Start Date
• End Date
• Show start/end times Yes/No
• Show Shift Code Yes/No
• Show Shift Description Yes/No
The Monthly Time Schedule (RTMS) report is used to produce an employee schedule for a 28 day time frame.
At line 18 changed 5 lines
Start and End date will dictate the length of the report. If the user enters a 28-day timeframe, then the report should format for 28 days. ( 28 days fits on to a 8.5 x 14 landscape as below).
The report filters are be
• Work division(s)
• Work Area(s)
• Work Station(s)
If an employee is on a leave and coded with a “Time Exception Type” of “Away From Post”, the Time Code will appear for that employee on that specific date on the schedule. For example an employee “Away from Post” with a time code of Vacation, the report will display 'Vacation' for that employee on that day.
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*The report should display all scheduled shifts as defined in the report criteria for the workstations selected in the report .
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!!Report Parameters & Filters
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*If an employee is on a leave and coded with a “Time Exception Type” of “Away From Post”, the Time Code should appear for that employee on that specific date on the schedule. For example an employee “Away from Post” with a time code of Vacation should display as Vacation for that employee on that day.
||Report Parameters||
|Entity|Mandatory, LOV Available.\\This field identifies the entity the report is to be produced for.
|Scheduled Start Date|Mandatory, Date, LOV Available.\\This field identifies the first date of schedule.
|Scheduled End Date|Mandatory, Date, LOV Available.\\This field identifies the last date of schedule.
|Show Start/End Times|Optional,[Yes or No|X_YES_NO] lexicon available\\If YES, the report will show the start and end times.
|Show Shift Code|Optional,[Yes or No|X_YES_NO] lexicon available\\If YES, the report will identify the shift.
|Show Shift Description|Optional,[Yes or No|X_YES_NO] lexicon available\\If YES, the report will provide a description of the shift.
|Show Job|Optional,[Yes or No|X_YES_NO] lexicon available\\If YES, the job title is display on the report.
|User Comment|Optional, Text\\Manually entered text that will be printed in the report header.
At line 28 changed one line
*The report could be multiple pages in length.
||Report Filters||
|Work Division|Optional, Multiple, and LOV available.\\This field will limit the report to the work divisions selected here.
|Work Area|Optional, Multiple, and LOV available.\\This field will limit the report to the work areas selected here.
|Work Station|Optional, Multiple, and LOV available. \\This field will limit the report to the work stations selected here.\\e.g. If only workstation A is selected, but an employee is scheduled in both workstation A and B, only the employee’s scheduled shifts in workstation A will appear on the report. However, if workstation A and B are selected, both the employee’s scheduled shifts will appear on the report.
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*The entire width of the report should print on legal paper with landscape orientation displaying all 28-days as selected in the report criteria.
*If the user selects only workstation # 1 in the report criteria and the employee is scheduled in both workstation # 1 and # 2, only the employee’s scheduled shifts in workstation # 1 should appear on the report. However, if the user selects both workstation # 1 and workstation # 2, the employee’s scheduled shifts in both workstations should appear on the report.
*With Windward version 7.x there are known issues with the formatting of the Excel template. This will be corrected with future release of Windward. The user may have to open the program in Excel and format prior to printing.
[{If var='loginstatus' contains 'authenticated'
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![Discussion|Edit:Internal.ISRS]
[{InsertPage page='Internal.ISRS' default='Click to create a new discussion page'}]
}]
![Notes|Edit:Internal.RTMS]
[{InsertPage page='Internal.RTMS' default='Click to create a new notes page'}]