Apart from planning crew members on shifts, you can also plan vehicles on shifts.
Plan vehicles on shifts using click-to-plan
- Open the account_circle Crew Planner module.
- Select a shift.
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In the availability timeline, click on the magnifying glass and select the vehicles you want to plan on the shift.
Cannot see the availability timeline?If you do not see the availability timeline, you can drag it open. - Click on the highlighted section in the availability timeline and Final or Draft plan the vehicle on the shift.
Alternatively, you can plan vehicles on shifts without using click-to-plan.
Plan vehicles on shifts without click-to-plan
- Open the account_circle Crew Planner module.
- Select a shift.
- At the top of the left column, click the dropdown menu to select "Vehicles"
- Double-click on crew members or vehicles to plan them on the selected shift, or use the ADD button on top of the column.
- (Optional) If you wish to search and select multiple vehicles at once, please continue your search by clicking the magnifying glass that overlaps the search bar.
Plan vehicles when creating the shift
When you are creating shifts, you have the option to directly plan vehicles on them.
- Create a shift.
- Under Vehicles, click on the magnifying glass and select the vehicles you want to plan on the shift.
- Click on Create shift.
If you are creating a recurring shift, the vehicle will be planned on all the recurrences.
Create a vehicle shift from the Crew planner timeline
- Open the account_circle Crew Planner module.
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In the availability timeline, click on the magnifying glass and select a vehicle you want to plan on the shift.
Cannot see the availability timeline?If you do not see the availability timeline, you can drag it open. - Click and drag in the timeline (on the same level as the crew member's or vehicle's name) to select a time period.
- Select punch_clockShift in the pop-up that appears.
- Configure the shift options.
- Click on Create shift.
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