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guillaume gallant (guga)
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[IMP] planning: small changes to better reflect user interface since V18
task-5162730 closes #15030 X-original-commit: 49a4782 Signed-off-by: Audrey Vandromme (auva) <[email protected]> Signed-off-by: Guillaume Gallant (guga) <[email protected]>
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content/applications/services/planning.rst

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@@ -150,14 +150,14 @@ Shift templates
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To create a shift template, click :guilabel:`New` on any schedule, then fill in the
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:ref:`details of the shift <planning/create-shift>`. In order for the shift to be saved as a
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template, tick :guilabel:`Save as Template`.
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template, click :guilabel:`Save Template`.
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.. image:: planning/save-template.png
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:alt: Shift form with the option `save template` ticked.
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:alt: Shift form.
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Alternatively, you can go to :menuselection:`Planning --> Configuration --> Shift Templates`, then
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click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Shift Duration`. The
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shift’s :guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into
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click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Span`. The shift’s
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:guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into
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account working time as well as breaks.
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.. example::
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work on the selected project.
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- :guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows
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you to link a sales order to the shift.
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- :guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat Every` field according
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to your needs. The following rules apply to recurring shifts:
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- :guilabel:`Repeat`: Click the :icon:`fa-repeat` :guilabel:`(repeat)` button and configure the
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:guilabel:`Repeat every` fields according to your needs. The following rules apply to recurring
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shifts:
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- All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are copied from
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the original shift except for the date, which is adjusted according to the
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go to :menuselection:`Planning --> Configuration --> Settings` and edit the
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:guilabel:`Recurring Shifts`.
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- :guilabel:`Save as Template`: When this option is ticked, a shift template is created with the
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same :guilabel:`Start and End hours`, :guilabel:`Allocated time`, :guilabel:`Role`,
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and :guilabel:`Project`.
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- :guilabel:`Additional note sent to the employee`: Click on the field to add a note.
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- :guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when
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creating a shift.
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