Difference between revisions of "Spaces-Navigate to Scheduler"

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(→‎Adding Tasks to the Schedule)
 
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'''Spaces - Navigate to Scheduler''' -
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'''Spaces - Housekeeping Scheduler'''  
  
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A housekeeping schedule (or "schedule") contains all of the necessary information to clean a space within a campus. The schedule will include information on which spaces to clean, which tasks should be done, and how long each task is expected to take. In addition, you may reserve time for non cleaning tasks that will also be counted as productive employee time so that all time is tracked and understood for each employee
  
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== Spaces - Navigate to Scheduler ==
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== Spaces - Creating a Housekeeping Schedule ==
 
{| class="wikitable"
 
{| class="wikitable"
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<big>'''<font size="5">1</font>'''</big>
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|Create New Spaces:  
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|Create new housekeeping Schedule:  
 
# Click the large '''Spaces''' icon to open the '''Spaces''' window. [[File:MenuSpace.png|80px]]
 
# Click the large '''Spaces''' icon to open the '''Spaces''' window. [[File:MenuSpace.png|80px]]
 
[[File:Spaces-1.png|1000px]]
 
[[File:Spaces-1.png|1000px]]
Line 14: Line 15:
 
|<big>'''<font size="5">2</font>'''</big>
 
|<big>'''<font size="5">2</font>'''</big>
 
|The Spaces home window will appear.
 
|The Spaces home window will appear.
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[[File:Spaces-Home.png|1000px]]
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[[File:Spaces-Home-NavigateScheduler.png|1000x1000px]]
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Select a campus if you have that option.
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>
 
|<big>'''<font size="5">3</font>'''</big>
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|Select '''Scheduling'' from the Dropdown.  [[File:Schedule.png|60px]]
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|Click the '''Navigate to Scheduler''' button on the upper right.  
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The Scheduler window will open.
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|- style="vertical-align:top;"
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[[File:Schedule.png|60px]]
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|<big>'''<font size="5">2</font>'''</big>
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|See sections for
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# Space Info
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# Space Attributes
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# Comments
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# Contents
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[[File:XXX.png|1000x1000px]]
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or select '''Scheduling''' from the Dropdown.
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 +
[[File:Spaces-Dropdown.png|80pcx]]
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|<big>'''<font size="5">3</font>'''</big>
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|<big>'''<font size="5">4</font>'''</big>
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|See the the 7 action buttons in the Space window
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|The Scheduler window will open.
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[[File:Spaces-ScheduleHousekeeping1.png|1000x1000px]]
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Choose a '''Campus''' if required - If you only have access to one Campus, this will not be required.
  
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[[Image:Save.png]] The '''Save''' icon.
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|- style="vertical-align:top;"
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[[Image:MassUpdate.png]] The Update Child Spaces icon
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|<big>'''<font size="5">5</font>'''</big>
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[[Image:Schedule.png]]
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|Enter all fields in the General Information section.
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[[Image:Schedule.png]]
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Fields with a red outline are required to be entered before you may save the record.  
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[[Image:Schedule.png]]
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Fields without a red outline are not required but may be helpful.
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[[Image:Delete.png]] The Delete Button
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[[Image:PrintButton.png]] The Print Button
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# '''Description''' - The title of the schedule. Must be unique for this campus.
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# '''Job Title''' - The job title of the person who will normally perform this schedule. Informational only. Does not prevent anyone from performing this schedule.
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# '''Shift''' - The time of day that this schedule is normally done. Informational only. Does not prevent the schedule from being done at other times.
 +
# '''Precautions''' - Important safety information to be used when performing this schedule.
 +
# '''Header''' - Information which will appear at the top of this schedule when printed.
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# '''Footer''' - Information which will appear at the bottom of this schedule when printed.
  
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|<big>'''<font size="5">4</font>'''</big>
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|<big>'''<font size="5">6</font>'''</big>
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|Click into the '''Edit''' icon to open the XXX window to XXX.  
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|Click '''Save''' when done. [[file:Save.png|60px]]
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The '''SubTitle''' icon on the upper right opens the Log In XXX window.
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[[File:xxx.png|1000x1000px]]
 
  
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|}
  
  
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== Adding Tasks to the Schedule ==
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=== '''Setting up Initial Tasks''' ===
  
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The initial set up of tasks is done in the Administration area of the system
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 +
For more information please see Setting up Housekeeping tasks.
 +
 +
{| class="wikitable"
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|<big>'''<font size="5">5</font>'''</big>
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|<big>'''<font size="5">1</font>'''</big>
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|In the XXX window:
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|The Spaces and Tasks window will open.
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# Click the '''XXX''' dropdown to select .
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Clicking the '''Filter''' button will allow alternate spaces to be selected.
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# Select a XXX from the '''XXX''' dropdown after
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# Click on the space in the '''XXX''' column to make the dropdown arrow appear.  Select a '''XXX''' lfor that area from the dropdown list.
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[[File:Space-scheduletasks3-Filter1.png|1000x1000px]]
  
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|- style="vertical-align:top;"
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|<big>'''<font size="5">2</font>'''</big>
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|The Filter Window slides out. Enter Filter criteria to limit results. Press '''Apply''' when done.
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[[File:Space-scheduletasks3-Filter3.png|1000x1000px]]
  
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[[File:xxx.png|1000x1000px]]
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|}
  
  
  
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=== Finding Tasks ===
  
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{| class="wikitable"
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|<big>'''<font size="5">6</font>'''</big>
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|<big>'''<font size="5">1</font>'''</big>
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|Check that the '''XXX''', the '''Device''' (Example: XXX) and the '''XXX''' are correct.
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|To find the tasks you are looking for, use the list on the left side of the screen
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[[File:xxx.png|1000x1000px]]
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Each task is displayed as:
  
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# The top bar shows the space that this task is for
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# The '''Name''' of the task is displayed
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# The '''Days''' value is the number of days that the task should be done to be fully complete
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# The '''D:''' value is the number of minutes per day that the task will take
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# The '''W:''' value is the number of minutes per week that the task will take
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[[File:Space-scheduletasks3-item.png|400x400px]]
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 +
|- style="vertical-align:top;"
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|<big>'''<font size="5">2</font>'''</big>
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|Drag and Drop the task into the scheduler.
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[[File:Spaces-ScheduleHousekeeping2SpacesandTasks1.png|1000px]]
  
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Click the '''Save''' button [[File:Save.png|60px]] to complete the new request.
 
  
  
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|<big>'''<font size="5">7</font>'''</big>
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|<big>'''<font size="5">3</font>'''</big>
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|The new task will appear in the '''Description''' column.
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Click on the check-boxes for the days to be scheduled.
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[[File:Spaces-ScheduleHousekeeping2SpacesandTasks2.png|1000px]]
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|- style="vertical-align:top;"
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|<big>'''<font size="5">4</font>'''</big>
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|Click on the '''Edit''' button. The Edit window will open.
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Equipment listed is available for the task assigned.
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[[File:Space-scheduletasks3-Filter3Edit Equipment1.png|1000px]]
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|- style="vertical-align:top;"
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|<big>'''<font size="5">5</font>'''</big>
 
   
 
   
 
|Error messages will advise you if something is wrong. If there are not any error messages the save is a success.
 
|Error messages will advise you if something is wrong. If there are not any error messages the save is a success.
 +
Scheduled items appear in light green as shown.
  
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[[File:Spaces-Schedule-Final5.png|1000px]]
  
  
  
 
|}
 
|}

Latest revision as of 09:00, 17 May 2016

Spaces - Housekeeping Scheduler

A housekeeping schedule (or "schedule") contains all of the necessary information to clean a space within a campus. The schedule will include information on which spaces to clean, which tasks should be done, and how long each task is expected to take. In addition, you may reserve time for non cleaning tasks that will also be counted as productive employee time so that all time is tracked and understood for each employee

Spaces - Creating a Housekeeping Schedule

1 Create new housekeeping Schedule:
  1. Click the large Spaces icon to open the Spaces window. MenuSpace.png

Spaces-1.png

2 The Spaces home window will appear.

Spaces-Home-NavigateScheduler.png


3 Click the Navigate to Scheduler button on the upper right.

Schedule.png

or select Scheduling from the Dropdown.

80pcx

4 The Scheduler window will open.

Spaces-ScheduleHousekeeping1.png Choose a Campus if required - If you only have access to one Campus, this will not be required.

5 Enter all fields in the General Information section.

Fields with a red outline are required to be entered before you may save the record. Fields without a red outline are not required but may be helpful.

  1. Description - The title of the schedule. Must be unique for this campus.
  2. Job Title - The job title of the person who will normally perform this schedule. Informational only. Does not prevent anyone from performing this schedule.
  3. Shift - The time of day that this schedule is normally done. Informational only. Does not prevent the schedule from being done at other times.
  4. Precautions - Important safety information to be used when performing this schedule.
  5. Header - Information which will appear at the top of this schedule when printed.
  6. Footer - Information which will appear at the bottom of this schedule when printed.


6 Click Save when done. Save.png



Adding Tasks to the Schedule

Setting up Initial Tasks

The initial set up of tasks is done in the Administration area of the system

For more information please see Setting up Housekeeping tasks.

1 The Spaces and Tasks window will open.

Clicking the Filter button will allow alternate spaces to be selected.

Space-scheduletasks3-Filter1.png

2 The Filter Window slides out. Enter Filter criteria to limit results. Press Apply when done.

Space-scheduletasks3-Filter3.png


Finding Tasks

1 To find the tasks you are looking for, use the list on the left side of the screen

Each task is displayed as:

  1. The top bar shows the space that this task is for
  2. The Name of the task is displayed
  3. The Days value is the number of days that the task should be done to be fully complete
  4. The D: value is the number of minutes per day that the task will take
  5. The W: value is the number of minutes per week that the task will take

Space-scheduletasks3-item.png

2 Drag and Drop the task into the scheduler.

Spaces-ScheduleHousekeeping2SpacesandTasks1.png



3 The new task will appear in the Description column.

Click on the check-boxes for the days to be scheduled.

Spaces-ScheduleHousekeeping2SpacesandTasks2.png

4 Click on the Edit button. The Edit window will open.

Equipment listed is available for the task assigned. Space-scheduletasks3-Filter3Edit Equipment1.png

5 Error messages will advise you if something is wrong. If there are not any error messages the save is a success.

Scheduled items appear in light green as shown.

Spaces-Schedule-Final5.png


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