By Helper Schedule View

"By Helper" Schedule View - (Drag & Drop for PC Internet Explorer Users Only)

The "By Helper" Schedule View allows you to quickly make shift changes. This is the preferred view for making schedule changes because the page does not need to be reloaded after each change and you can also use the drag/drop feature to quickly move or copy shifts if you are using Internet Explorer.

You can move a shift by clicking and dragging the shift to another day or Helper to copy a shift hold down the Ctrl key and clicking/dragging the shift to another day or Helper. It also allows you to swap two shifts by dragging and dropping one shift on top of the other shift (you will be asked to confirm swap). To assign an open, shift drag an Unassigned shift and drop it onto a Helper and day, or you can unassign a shift by dragging a Helper's shift and dropping it on the Unassigned row. And you can UNDO any changes made with drag and drop. This can really speed up making changes to your schedule.

The Drag/Drop feature is currently only available when using Internet Explorer on a PC.

On Published weeks you can decide whether or not to send email notifications after each change. Under the "UNDO" button is a checkbox titled "Send a notification for each change" that is defaulted according to your SETTINGS page option for sending notification when Publishing - check the box to have Notifications sent after a drag and drop or uncheck the box to have no notifications sent.

Note: Using this view it may be useful to first filter your view to one position if possible when using drag and drop so you have only the appropriate Helpers displayed. If you need to drag a shift to a cell off the screen below, drag the shift and hold it over the bottom of the screen so that the page will scroll down.

To use the "By Helper" Schedule View

From any page

On the top menu click SCHEDULES to go to the Scheduling section

In the Schedule View dropdown in the upper left choose "By Helper"

Note: If you are not able to drag and drop on this view be sure your Change Layout option is checked to "Show Helper name on the left (enables Drag & Drop)" and you are using Internet Explorer.

To MOVE a shift to another day/Helper

On the "By Helper" schedule view

Click and hold down the left mouse button on a shift and drag it to another day and/or Helper

Move mouse to the background of a Helper row & day, then "drop" the shift by releasing the mouse (note dropping a shift on top of another shift will mean you want to SWAP the shifts instead of just move the shift).

The schedule will immediately be changed.

Note you can also drop the shift directly onto the Helper's name on the left to have the shift assigned to that Helper on the same day.

If the Helper is not set to help that position or is unavailable, you will see an alert and the change will not be made. If adding the shift puts the Helper over their maximum hours per week, the shift will be changed but you will see an alert.

You can click the UNDO Drag/Drop to change the shifts back (UNDO can be used any number of times to undo back the last change you have just made on that week)

To COPY a shift to another Day/Helper

On the "By Helper" schedule view

Hold down the Ctrl key and click and hold down the left mouse button on a shift and drag it to another day and/or Helper

Note that Ctrl dragging shifts to copy them cannot be undone with the UNDO button.

To SWAP two shifts

On the "By Helper" schedule view

Click and hold down the mouse on first shift and move it on top of second shift.

Release the mouse to drop the shift on top of other shift

You will see a warning that asks if you want to swap the shifts - click OK

If the other Helper is not set to help that position or is unavailable at that time you will see an alert and the change will not be made. If adding the shift puts the other Helper over their maximum hours per week the shift will be changed but you will see an alert.

Using the UNDO button

If you want to undo the last drag & drop change you made, simply click on the "UNDO Drag / Drop" button. If you sent out email notifications when you made the change, then they will also go out when you Undo the change (and similarly if you did not send notifications on change then no notifications go out when you Undo). Note that Ctrl dragging shifts to copy them cannot be undone with the UNDO button.