Assigning entities to shift patterns

When an entity is assigned to a shift pattern, that shift pattern is inherited by its child entities unless a child entity has been assigned to a different shift pattern. To simplify entity assignments, you should assign only entities at the top of an entity hierarchy to a shift pattern. This will allow you to manage only one shift pattern for a group of entities that share the same shift requirements.

1. Select the shift pattern.

2. In the Properties window, open the Entities group.

3. Click the + button.

   

   The Entity dialog appears. In this dialog you choose which entities to assign to the shift pattern. For a regular shift pattern, only entities that have the capability to schedule shifts will be included for selection. For an overtime or holiday shift pattern, any entities that can schedule shifts or that have a parent entity that can schedule shifts will be included for selection.

   

4. If needed, enter filter criteria in the Site Name and Entity Name fields (partial matches are supported). Otherwise, to list all eligible entities, leave these fields blank.

5. (Optional) To show storage entities that have been marked as unlisted, select the Show Unlisted Entities option.

6. Click Apply Filters.

   The matching entities are listed.

   

7. Select the entities to be assigned and click OK.

   The entities are added to the list in the Entities group.

   

8. Save the changes.