The Setup area contains system configuration settings.
Important: Limited and system trained access is highly
recommended to protect system configuration, maintain your current
scheduling work flow, and prevent unintentional system interruptions.
Security permission settings in Setup control visibility and
access to the configuration areas in Setup.
Setup contains the following areas:
- Security - contains system access and user
right settings.
- General - contains personnel settings that affect
staffing rules and generally used to manage schedules and personnel
profiles.
- Shifts - contains settings to create shift times
and patterns.
- Logging -contains settings used to capture work
opportunities in hours or instances and used to fairly distribute
work opportunities.
- Codes - contains work code settings to request
time off, time earned, sign up. Also, contains dynamic and static
issue rules to prevent the usage of work codes or convert them to
a request.
- Rules - contains business rule settings used for
scheduling.
- Roster - in Setup the Roster area contains minimum
count and vacancy strategy settings to control staffing levels and
vacancy behaviors.
- Organizations - contains settings to create the
organizational structure; for example, regions, battalions, bureaus,
divisions, stations, squads, zones, areas, engines, depots, posts, floors,
and so on.
- Bidding - contains settings used to manage the
bidding process and award biddable items such as, vacation picks,
positions, and more.
Important: The level of configuration is determined by
business need. Not all areas or fields apply to a single customer;
some settings could be industry specific and may not apply.