- Blueprints must first be configured in
Setup > Schedule in order to use them on the Planning board. The
authority permission, Scheduling: Planning must be
granted to use this feature.
- Review Deploy a Blueprint for a Single Shift, Deploy a Blueprint
for Multiple Shifts
To deploy a blueprint across multiple days:
- Select the desired days. Click the plus sign to
apply a blueprint.
- Type the name of the blueprint in Name, or click Show
All to display all of the blueprints.
- Select the desired blueprint, click Next. Multiple
blueprints can be selected and deployed to the same line when applying
the same shift pattern. The ability to select multiple blueprints
is available as of application version 6.6.
The Add: Blueprint page opens and shows the selected
blueprint’s data inputs as configured in Setup > Blueprints. At
this level the application allows authorized users to change data
inputs as needed for this instance.
- The screen redraws, note that the pagination at the top
and center of the screen denotes the initial number of blueprints
based on the selected days. On the top right corner of the panel,
note Multi-Edit and Edit functionality.
- Multi-Edit is used to apply changes across all
of the blueprints in view. To deploy a blueprint on multiple days
using the same shift or a shift split group at one time use Multi-Edit.
- Edit is used to apply changes to a single blueprint instance
within view. It is possible to use Multi-Edit first, then Edit in
one transaction.
- Click Multi-Edit, shift choices are:
- Single Shift: To apply a single a shift, select
the desired shift pattern in Shift.
- Multiple Predefined Shifts: To apply a shift split group, select
the desired shift pattern to start followed by the split shift pattern
and click Apply. Doing so will update the number of blueprints in
the pagination bar.
- Click Save to apply the changes. Upon save the
application will validate the fields and shift patterns.
- If the blueprint you selected contains jobs, the jobs
will show in the Edit Jobs area on the same screen for that
blueprint instance. Use the Multi-Edit view to edit all of
the blueprints. Use Edit to edit a single blueprint.
- Changes made to any data on the blueprint template will
apply to this instance of the blueprint only. If the change applies
to future templates then apply the changes on the actual blueprint
template in Setup.
- Click Save.