Customize the shift scheduler view by date

Workforce allows workplace managers to customize the shift scheduler view by date to focus on specific time periods and plan accordingly.

Start from: The Workforce module.

• Select Scheduling > Scheduler 2.0 from the main menu.

• Configure the scheduler to access the main grid.

To configure, see Access the scheduler.

On the grid, you can see the date range currently being viewed.

To change the range or specific date:

View by specific time range

• Select View.

• Select the date range you want to view in the scheduler. It can be:
  • Daily: Grid view for the selected day.
  • Weekly: Grid view for the entire week of the selected day.
  • Monthly: Grid view for the entire month of the selected day.
  • Weekly - Full Period: Shows the entire selected period in a block, including the week of the start date and the week of the end date.
  • Monthly - Full Period: Shows the entire selected period in a block, including the full month of the start date and the end date of the period.

Once the time range for the view is set, you can use the arrows on the sides of the date to navigate between the days, weeks, or months of the period.

View by specific date

• Select the Go to button.

• Select on the calendar the specific date you want to view.

Now you will see in the grid the specific date you have set with the preferred view; in this case, weekly:

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Originally published at https://help.mapal-os.com/workforce/scheduling/scheduler-20/customize-the-shift-scheduler-view-by-date/