Follow

Create New Demands from Demand Category Perspective

Create New Demands from Demand Category Perspective

Demand Planning allows users can create demands that will show as understaffed on the Roster.  This section will walk through creating demands through Demand Category. Newly created demands will be listed and organized based on the assigned Demand Category.

Configuring Demand Preferences

1) Click on the Administration icon from the navigation menu, then select the Preferences Administration option in the Settings section.

2) Click Demand Planning and then Demand Planning Displayed Dimension.

3) Select the desired scope for the Demand Planning Displayed Dimension from the Scope drop-down.

Note: Setting the Scope to Domain makes the Demand Planning Displayed Dimension available across all organizational units.

4) From the drop-down menu, select Demand Category.

4.png

Note: Selecting Demand Category from the drop-down will allow the user to create demands on the different demand categories.

5) Press the Save button.

Create a New Demand

1) Click on the Scheduling icon from the navigation menu, then select the Demand Planning option in the Demands section.

2) Click on the Demand Category and Date that you wish you create a new Demand for.

Note: Depending on where the user clicks within a date, a suggested shift based on the time of day will be populated.

3) From the Labor Demand Template drop-down, select the Labor Demand Template that is demanded.

4) Select the From Shift and To Shift from the respective drop-downs.

4.png

Note: To set more precise Start and End Times select the double arrow.

5) From the Location drop-down, select the desired Location.

6) Press the Demand button.

Create a New Demand with Recurrence

1) Click on the Scheduling icon from the navigation menu, then select the Demand Planning option in the Demands section.

2) Click on the Demand Category and Date that you wish you create a new Demand for.

3) From the Labor Demand Template drop-down, select the Labor Demand Template that is demanded.

4) Select the From Shift and To Shift from the respective drop-downs.

4.png

Note: To set more precise Start and End Times select the double arrow

5) From the Location drop-down, select the desired Location.

6) From the Repeat drop-down, select Yes to repeat the demand.

7) From the Recur drop-down, select the desired recurrence pattern: daily or weekly.

8) Use the up and down arrows to adjust how often the demand recurs (in days or weeks).

9) Enter an End Date and Time or leave the field blank to repeat the demand indefinitely.

10) Press the Demand button.

 

Create a New Ad-Hoc Demand

1) Click on the Scheduling icon from the navigation menu, then select the Demand Planning option in the Demands section.

2) Click on the Demand Category and Date that you wish you create a new Demand for.

3) Click the double arrow in the top right corner to switch to Ad-Hoc Demand mode.

5.png

4) Press the Plus button to add a new Job

1.png

5) Select a Job from the drop-down and use the up and down arrows to adjust the Optimum Count.

2.png

Note: To indicate Minimum/Maximum Count, click on the second set of double arrows.

6) Repeat steps 4-5 to add more jobs.

7) Select the From Shift and To Shift from the respective drop-downs.

4.png

Note: To set more precise Start and End Times select the double arrow.

8) From the Location drop-down, select the desired Location.

9) Press the Demand button.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk