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Make Quick Schedule Changes using the "By Helper" Schedule View
If your scheduling needs change and you want to add, delete or change shifts, you can easily
edit your schedule information. The "By Helper" view allows you to make changes very quickly without the page reloading
between changes and for Internet Explorer users it also allows you to
Drag & Drop shifts between days and
Helpers and Ctrl Drag/Drop to quickly copy shifts.
The "By Helper" view is the only view that allows you to click a shift and change its position using the Quick Shift EDIT window. If you change a Published schedule notices will normally be sent to affected Helpers, but you can choose to not send change notifications if you like.
To Edit an existing shift using the "By Helper" view:
The Quick Shift EDIT window also has a "Show
Available Helpers" link which opens the regular Edit Shift window that is
accessed from the other schedule views when you click a shift, where you can see
a list of who would be the best choice for this shift.
Editing Multiple Shifts - if you need to make changes to a number of shifts, you can change the Schedule View dropdown to Multi-Shift Edit. This view allows you sort by any column and then to make multiple changes and then save them all at once.
Deleting Shifts - if you need to delete a shift you can click the shift and choose DELETE Shift in the upper left, or to delete a number of shifts, you can change the Schedule View dropdown to Sortable List. This view allows you sort by any column and then to check off the shifts you want to delete by clicking the "Delete Selected Shifts" link or you can use the Clear/Delete button on Unpublished weeks. Adding Shifts - You can always add more shifts by clicking the Add Shifts button or by clicking the corresponding Helper/Date cell on the "By Helper" Schedule View. Splitting Shifts - If a shift needs to be split you can click the shift and change the begin or end time and also in the "create copies of this shift field," enter 1 to make a copy of the shift before clicking Save Changes. Then click the new unassigned shift and assign a new Helper and change the begin or end time.
On other weekly schedule views besides the "By Helper" view you can click a shift to change it using the regular Shift Change window.
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