How can I do scheduling in the Branch view?

The following 0 min 32 sec clip shows you an overview of the branch view:

Branch view

Scheduling in the branch view is consistent with the other parts of Timegate Web. Select Plan | Branches from the main menu to open up the branch view. Now, select the branch/sites/employees/hour types/pay levels that you wish to view using the pop up dialog boxes accessed by selecting  (magnifying glass). Once selected, select Search. The Branch view will be shown:

Context sensitive quick access toolbar

The following are the various buttons on the context sensitive quick access toolbar - these will be explained in more detail to you as you work through this section of the guide:

 

1	Go to branch	9	Confirm duty	17	Find suitable employee
2	Go to site	10	Temporary duty (not available in Quick Start)	18	Remove employee
3	Employee details	11	Approve duty	19	Add diary entry
4	Customer details	12	Unapprove duty	20	Edit diary event
5	Site group	13	Bulk duty approve	21	Delete diary event
6	Site	14	Make contracted	22	Contact details
7	Refresh view	15	Swap employees	23	Legend
8	Add duty wizard	16	Assign employee	24	Raise an incident
				25	Go to histogram

Legend

The following legend, accessed by selecting from the quick access toolbar explains the schedule components:

Right-hand mouse click menu

When a duty/blank time slot is selected with the right-hand mouse button, within branch view a context sensitive duty menu is launched. This will vary based on the actions available for that duty/time slot. An example of such a menu is shown from where various scheduling functions are accessible:

Note: In some versions of Timegate Web the “Temporary” choice will not be provided in the menu