Workbooks

This article applies to version 4.10.5 and later of P2 Shift Log. For more, see Release History.

A workbook is a collection of pages that allow someone to perform a role-based activity.

In version 4.13, a new Defaults button has been added to Workbook Studio, enabling Workbook Studio page defaults and custom variables to be set and edited.

The pages in a Workbook may contain items from Shift Log, and other components groups.

A Workbook:

1	Ribbon	The ribbon is displayed when the Workbook tab is selected. Options are to open: Workbook studio Workbook Summary view in the explore panel. Giving access to: Knowledge management Classification Commentary Help page Create Workbook link dialog
2	Pages	List of the pages in the Workbook.
3	Workbook Menu	Opens the list of Workbooks the user has the privileges to see.
4	Header	Displays Workbook name and controls: Close pages list Open pages list Print options   Publish and Unpublish Workbook Shift picker
5	Content	Active page content. Can contain selected chart, display, layout, table and Shift Log components.

Read more: This tutorial explains how to create, configure and save a Workbook, and select Workbook settings.

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Workbook Controls

Workbooks contain a number of controls which perform various actions for the Workbook.

Print Options

The print menu is displayed by clicking the Print icon in the Workbook header.

1	Prints the Swing or Shift Handover Report for the page selected in the Workbook Settings. Note: A Workbook is configured to work with only one shift or swing at a time.
2	Prints the entry tables for the currently selected page

Note: Handover reports and Workbook tables can be printed from a published or unpublished Workbook. 

Read more: Shift Handover Report

Publishing a Shift

A workbook is published by clicking the Publish icon in the workbook header. This locks all log entries for the Workbook for that shift or swing and prevents further edits to any logs in the Workbook.

Note: Only logs using a Log Entry Form are locked; Case Entries and General Entries are not locked.

After publishing, a lock symbol indicates which log is locked and the Publish icon changes to an Unpublish icon.

Click the Unpublish icon to unlock the Workbook and edit the entries.

Note: Draft entries are removed from the log when it is published. They are reinstated when the log is unpublished.

Shift Picker

The Shift Picker is used to choose a:

• Single shift or swing
• Shift or swing range

1	Navigation	Changes the shift date backwards or forwards by 7 days   Moves to the previous or next shift Goes to the current shift
2	Selected Shift	The available shifts depend on the site configuration.
3	Shift Range	Option to select a defined range or set a custom date range.
4	Date	Select a particular date.
5	Current Date	Select the current day.
6	Actions	Select to cancel or apply the changes.

Note: The Shift Picker is only displayed if a site has been assigned to a Workbook.

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Release History

• Workbooks (this release, 4.10.5)

• Workbooks(Release Notes)

• Workbooks (4.0)