Sites, Shifts and Swings (4.9.10)

This article applies to versions 4.9.10 and later of P2 Explorer. For the latest help, see Sites, Shifts and Swings

Sites, shifts and swings can be configured for use with Explorer. Each site can have multiple shift and swing patterns, and each swing pattern can be linked to any predefined shift pattern.

Sites, and shift and swing patterns, are configured in P2 Server Management.


Adding a Site

1. Open P2 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 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.

 

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

4. Enter the site time zone if required. Default is the browser time zone.

Related: Reserved Characters & Keywords

5. Click the Save button in the top right corner.

Saving the Site details activates the Shift Patterns and Swing Patterns menu items.

Saved sites are found in the sites list, when Sites is opened.

Default Sites

A green check mark on the right side of a site, indicates the selected default site.

Hover over the right side of a site, to display the edit icon and the default icon.


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. 06:00
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. In future, this will also be 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.

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 shift pattern.


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