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Create & Edit "Position Groups"
Position Groups make it easy to view groups of shifts in any manner you like.
Position Groups are shortcuts to view certain Positions together. You can group
any number of positions and name the group for quick access later. Filtering
your view to show a Position Group not only limits the view/printout to show
only those shifts but also allows you to affect only those shifts when you
Import, Clear/Delete
shifts or Save
Template. When you are done you can choose All Positions to go back to
viewing the
complete schedule.
Once you have created and named a Position Group it will appear in the Positions dropdown before your regular list of Positions.
Ex. if you create a number of positions that are for trainees: Cashier - Trainee, Cosmetics - Trainee, etc., you can create a group that includes all of the Trainee positions for a quick view of all Trainees that are helping today.
Ex. if you create location-specific positions you can group those positions so
that you can view one location at a time and perhaps also create a view that
includes one position across all locations.
How to create a Position Group
From any Schedule Page
In the Positions dropdown choose Select/Group Positions to open the Select/Group Positions window (1.)
Put a check next to the Positions that you want to be included in this group (2.)
Type a name for the group for quick access to the group later and Click
the Display button (3.)
The window will close and your Positions dropdown will now list the named group before the regular Positions
Deleting Position Groups
From any Schedule Page
In the Positions dropdown choose Select/Group Positions to open the
Select/Group Positions window.
In the Select Positions window scroll down to the bottom Existing Groups section
Click the Delete link next to the Position Group
the window will close and the group will no longer appear in the Positions dropdown
Editing Position Groups
From any Schedule Page
In the Positions dropdown choose Select/Group Positions to open the Select/Group Positions window
In the Select Positions window scroll down to the bottom Existing Groups section
Click the Edit link next to the Position Group
The section above will immediately display the settings & group name
Make any changes to the group
Click Display
Related Topics:
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WhenToHelp.com Online Scheduling
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