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Adding and Deleting Shift Lines via Shift Management

These actions require specific permissions. If these options are not available, please contact your internal administrator

Adding a New Shift Line

This may be necessary when a technician has not clocked into a job and needing to adjust the shift to reflect either that direct or indirect transaction.

  1. Access Shift Management by navigating to the Maintenance and Repair and then Settings items through the system main menu

  2. Using the Date Range Item, select the date range that includes the date in which the shift needs to be added

  3. Locate the technician name from the list that needs the shift added

  4. Click on the technician line item from the list

  5. Click the (plus) icon in the upper right corner of the screen

  6. Click in the Begin Date Line to launch the calendar to select the begin date (Typing the date is not an option)

  7. Click in the Begin Time line to launch the clock to select the begin time for the shift (Typing the time is not an option)

  8. Use the Type dropdown to select the type of shift line being added

  9. The End Date and End Time will prefill with the exact same values as the begin time

  10. Change the end date and time by clicking into the lines and selecting from the calendar for the date and the clock for the time

    1. A begin and end shift should not have the date and times adjusted as this are typically a single stamp in time and don’t carry on for any amount of time

      image-20240621-000439.png

  11. If the type in step 8 was Direct, enter the Work Order number and line on which the direct job was conducted

    image-20240621-000557.png

  12. IF the type in step 8 was Indirect, use the Indirect Job drop down to select the appropriate indirect job code associated with the new line

    image-20240621-000524.png

  13. Total Time will fill in automatically based on start and end dates and times entered

  14. Click Save

Deleting a Shift Line in Shop Management

  1. Access Shift Management by navigating to the Maintenance and Repair and then Settings items through the system main menu

  2. Using the Date Range Item, select the date range that includes the date in which the shift needs to be added

  3. Locate the technician name from the list that needs the shift added

  4. Click on the technician line item from the list

  5. Use the box selectors to select one or multiple shift lines needing to be deleted

    image-20240621-000833.png

  6. Click the trash can icon in the upper right corner of the screen

    image-20240621-000853.png

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