Home Server Sites, Shifts and Swings

Sites, Shifts and Swings

This article applies to versions 4.14 and later of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For the latest help, see Release History. 

Sites, with defined shift and swing patterns, and reporting periods, are used in A-Plus and Shift Log.

Each site can be configured differently and can have, for example, multiple shift patterns.

Adding a Site

1. Open Server Management and click the Sites  icon. 

If you are creating a site for the first time, you will see a Default Site seeded into the system. You can choose to edit the default site, or add a new one.

2. Click Create New Site, or click the Default Site to modify it.

Note: To edit an existing site, use the Search function to filter the list of sites and select from the displayed list.

Read more: Assigning default sites.

3. Fill in the Name and Description fields. Note, the name cannot contain reserved characters.

4. The browser time zone is selected as the site time zone by default and can be changed as required.

Related: Reserved Characters & Keywords

5. Save the site by clicking the Save button in the top right corner.

Saving the Site activates the Shift Patterns, Swing Patterns and Reporting Periods menu items.

Shift Patterns Displays the list of available shift patterns, and the option to add a new shift pattern.
Swing Patterns Displays the list of available swing patterns, and the option to add a new swing pattern. Note, swing patterns are only used in Shift Log.
Reporting Periods

The reporting periods can be customized and are only available in the A-Plus shift picker.

  • Calendar reporting period
  • Financial reporting period
  • Production reporting period

Assigning a Default Site

A default site can be selected, and will be assigned automatically to all new Workbooks.

a. A green check mark on the right side of a site, indicates that it is the default site.
b. When you hover over a site, you have the option to select the:

  • Edit icon to update the site configuration
  • Default site icon to change the default site

Adding a Shift Pattern

A shift pattern is a 24-hour period divided into equal portions of time, with the start time being the time the first shift starts. You can also specify the length of the shifts in the pattern. Shifts can be 6, 8, 12, or 24 hours long.

To add a shift pattern:

1. Click Shift Patterns. 

2. Click Add Shift Pattern.

3. Fill in the Shift Pattern Details.

Name The name of the shift pattern.
The shift pattern name will be listed in the Workbook settings when the site is selected.
Description Provide an optional description for the shift pattern.
Time Zone Site time zone information.
Start Time The starting time of the first shift E.g. 07:00
Shift Length The shift duration, in hours. The shift length determines how many shifts there are in a 24-hour period.
Shifts The number of rows shown depends on the shift length.

Each shift is named by default. Enter a new shift name if required.

Disable a shift by clearing the Enabled checkbox.
When a shift is disabled, it will not appear in the shift picker, and users will not be able to navigate to it. This is useful if for example, you have a morning and afternoon shift, but no night shift.
Default Shift Pattern A shift pattern can be specified as the default pattern for that site, and it will appear as the default shift in Workbooks. This is used by shift-based calculations.

4. Click the Save button.

The Shift Pattern is added to the list below the search box, select from the list to edit a particular shift pattern.

A green check mark on the right side of a shift pattern, indicates that the shift pattern is the default pattern for the site.

Hover over the right side of a selected shift pattern, and click the check mark to select, or deselect the shift pattern as the default pattern.

Adding a Swing Pattern

A swing pattern details the number of work days, the number of days off, and the starting date of the swing. Each work group will follow a particular swing pattern, and each swing pattern can be assigned to multiple work groups.

Note: Swing patterns are a feature of Shift Log only.

To add a swing pattern:

1. Click Swing Patterns. 

2. Click Add Swing Pattern.

3. Fill in the Swing Pattern Details.

Name The name of the swing pattern.
The swing pattern name will be listed in the workbook settings when the site is selected.
Description Provide an optional description for the swing pattern.
Time Zone Site time zone information.
Shift Pattern The name of the shift pattern the swing is linked to.
Start Shift The name of the first shift of the swing.
Swing Length On The number of consecutive work days per swing
Swing Length Off The number of consecutive days off per swing.
Swings Name of the swing, or the work group on the swing.
Start Date The date of the first work day of the swing.
Add Another Swing Add another swing or work group to the swing pattern.

4. Click the Save button.

The Swing Pattern is added to the list below the search box. Select from the list to edit a particular swing pattern.

Editing Reporting Periods

The reporting periods are a selection of time periods that can be set to reflect the starting time, weekday and month for a:

  • Calendar reporting period
  • Financial reporting period
  • Production reporting period

Note: Reporting periods are a feature of A-Plus only.

To edit a reporting period:

1. Click Reporting Periods. 

2. Select the reporting period you wish to edit.

3. Update the Reporting Period Details.

Name The name of the reporting period.
Description An optional description for the reporting period.
Reporting Period Type Reporting Period Parameters
Calendar Calendar Day Start Time
Calendar Week Start Day
Calendar Year Start Month		 The time that the day starts on.
The day of the week that the calendar week starts on.
The month of the year that the calendar year starts on.
Financial Financial Day Start Time
Financial Week Start Day
Financial Quarter Start Month		 The time that the day starts on.
The day of the week that the financial week and the month start on.
The month of the year that the financial quarter and the year start on.
Production Production Day Start Time
Production Week Start Day
Production Quarter Start Month		 The time that the day starts on.
The day of the week that the production week and the month start on.
The month of the year that the production quarter and the year start on.

4. Click the Save button.

Release History

Comments are closed