Shift Plan List & Actions
Manage published shift plans, update values, and change plan status.
The Shift Plan Details screen lists every shift plan with its linked shift and start date, and is where existing plans are managed.
Shift Plan List Columns
| Column | Description |
|---|---|
| SL No. | Row number in the list |
| Name | Shift plan name |
| Plan Id | Unique identifier for the plan |
| Shift Name | The shift the plan is built on |
| Start Date | Date the plan takes effect |
| Status | Active or Deactive |
| Action | Edit and More Action controls |
How to Edit a Shift Plan
- Locate the plan in the Shift Plan Details list.
- Click the edit icon in the Action column.
- Update the values in the shift plan form.
- Click Update.
How to Activate or Deactivate a Shift Plan
- Click the More Action icon in the Action column.
- Select Deactive to deactivate an active plan, or Active to reactivate a deactivated one.
How to Delete a Shift Plan
- Click the More Action icon in the Action column.
- Select Delete.
Creating a Roaster From This Screen
The Add New Roaster button on the Shift Plan Details screen opens the Create Roaster form directly, so a roaster can be built as soon as its plan is ready.
Deactivate a plan that is no longer scheduled rather than deleting it. Roasters already generated from that plan continue to work.