- 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 and click the plus sign
to apply a blueprint.
- In Name, type the name of the blueprint, or click Show
All to show all 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.
- To apply the changes, click Save. 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 Multi-Edit view to edit all of the blueprints, and
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.