Overview
User view allows you to view the schedule organized by user. Use user view if you prefer to think about schedule coverage based on who is scheduled.
Considerations
- User view can be used in day, week, two-week, and month time views.
- Time off requests and availability preferences are displayed in this view.
If you’d like to adjust the order that users appear, check out Sorting Users.
Navigate to User View
- Go to the Scheduler.
- Select User from the drop-down menu under the date(s) of the schedule.
User View Reference
| Callout | a |
| Name | Viewing |
| Description | Allows you to select the schedule that you’d like to view and add shifts to. Click the to the right of the schedule name to change. Check here to ensure that you’re viewing the correct team or location’s shifts. |
| Callout | b |
| Name | By |
| Description | Allows you to change the time view of the schedule. Use the beside the current time view to change between Day, Week, Two-week, and Month views of the schedule. |
| Callout | c |
| Name | As |
| Description | Allows you to switch the view of the schedule. Use the beside the current view to switch between Users, Positions, Job Sites, and Coverage views. |
| Callout | d |
| Name | Task Lists / Annotations |
| Description |
Allows you to create Annotations or monitor Task Lists. Click to view Task Lists assigned for that date. Click to create or edit an annotation. |
| Callout | e |
| Name | Filters |
| Description | Use this menu to customize your view of the schedule by position, job site, user or tags. |
| Callout | f |
| Name | Color Picker |
| Description | Use to manage how your shifts are color-coded. Shifts can be viewed by shift color, position color, or job site color to help you visually organize your schedule. |
| Callout | g |
| Name | Total and Daily Hours Counters |
| Description |
Use this row to review the total and daily assigned hours for the week. Click Down arrow button next to the weekly total to view total OpenShift hours, or combined assigned and OpenShift hours. Check out Track Hours and Labor in Scheduler for more information about total hours are calculated. |
| Callout | Name | Description |
| a | Viewing | Allows you to select the schedule that you’d like to view and add shifts to. Click the to the right of the schedule name to change. Check here to ensure that you’re viewing the correct team or location’s shifts. |
| b | By | Allows you to change the time view of the schedule. Use the beside the current time view to change between Day, Week, Two-week, and Month views of the schedule. |
| c | As | Allows you to switch the view of the schedule. Use the beside the current view to switch between Users, Positions, Job Sites, and Coverage views. |
| d | Task Lists / Annotations |
Allows you to create Annotations or monitor Task Lists. Click to view Task Lists assigned for that date. Click to create or edit an annotation. |
| e | Filters | Use this menu to customize your view of the schedule by position, job site, user or tags. |
| f | Color Picker | Use to manage how your shifts are color-coded. Shifts can be viewed by shift color, position color, or job site color to help you visually organize your schedule. |
| g | Total and Daily Hours Counters |
Use this row to review the total and daily assigned hours for the week. Click Down arrow button next to the weekly total to view total OpenShift hours, or combined assigned and OpenShift hours. Check out Track Hours and Labor in Scheduler for more information about total hours are calculated. |
User Options Reference
The user options display information about each user, allow you to update user information and make quick updates to individual user’s schedules.
| a |
| N / N |
The user’s scheduled and maximum hours.
|
| b |
| Publish [user]’s Shifts |
| Click to publish the user’s shifts. |
| c |
| Unpublish [user]’s Shifts |
| Click to unpublish the user’s shifts. |
| d |
| Edit [user]’s availability |
| Click to edit the user’s availability preferences on their behalf. |
| e |
| Copy [user]’s Previous Day / Week |
| Click to copy the user’s shifts from the previous day/week to the schedule you’re currently viewing. |
| f |
| Edit [user]’s Details |
| Click to update the user’s positions, access privileges, schedules, wages, and other details. |
| g |
| Delete [user]’s Shifts |
| Click to delete user’s shifts on the current view. |
| Callout | Name | Description |
| a | N / N | The user’s scheduled and maximum hours.
|
| b | Publish [user]’s Shifts | Click to publish the user’s shifts. |
| c | Unpublish [user]’s Shifts | Click to unpublish the user’s shifts. |
| d | Edit [user]’s availability | Click to edit the user’s availability preferences on their behalf. |
| e | Copy [user]’s Previous Day / Week | Click to copy the user’s shifts from the previous day/week to the schedule you’re currently viewing. |
| f | Edit [user]’s Details | Click to update the user’s positions, access privileges, schedules, wages, and other details. |
| g | Delete [user]’s Shifts | Click to delete user’s shifts on the current view. |
Use Filters with User View
Use position and job site filters to make sure specific roles or locations have the coverage that they need.
Under View Options on the left side of the scheduler, there is a list of positions and job sites. Select an item in one of these lists to highlight shifts assigned to the select positions or job sites. To view shifts assigned to all positions and job sites again, click Select All at the top of each list.
Frequently Asked Questions
Can I print the schedule in user view?
Yes. The schedule can be printed in coverage view by clicking in the top right.
Can I use Forecast Tools in user view?
Yes, Forecast Tools are available in all views as long as the schedule is being viewed by a date range of one week.