Moving Diary Events

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Moving Diary Events

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This function is used to move the event from one post to another post for any Location/Contract within the same branch.

This can be performed in both the By Location and By Employee views.  

 

NB        Moving events between Posts may result in changes to billing and or pay.

 Only events that have not been started may be moved.

 

Open the Schedule application.

Select the Schedule Data tab.

Select the data view you wish to work in, By Location or By Employee.

Select the location or employee you wish to view.

Select the event or events for which you wish to move the post.

 

Select Location

Select Location

Slect Contract

Slect Contract

Choose Move Type

Choose Move Type

Save and Confirm

Save and Confirm

Diary Events

Diary Events


 

Click on the ‘Move’ button.  The Choose Move type windows will be displayed.

Select the option you require by clicking on the field next to the description then click on ‘Next’ button.  

 

The Choose Event Type window will be displayed.

Select the required event type and click the ‘Next’ button.

If the event type selected can only be schedules against a location, the Choose Location window will be displayed.  

Enter the SIN and click on the ‘Lookup SIN’ button or use the active search function to find the required location.

Once the correct location is displayed, click on the ‘Next’ button.  The Choose Post window will now be displayed.  

Select the correct contract from the drop down list.

Select the correct Post from the list displayed by clicking on the entry.

Click on the ‘Next’ button.  

 

The Save Diary Events window will now be displayed listing the selected events.

Click on the ‘Save’ button.  

 

The application will now apply all of the specified event checks and will display any Event Check failures found.

Over-rideable checks are displayed in amber; non over-rideable checks are displayed in red.

If there are non-over-rideable checks displayed, the ‘Save’ button will be greyed out.

 

Check Failures

Check Failures

If there are non-over-rideable checks found you will need to click on the ‘Close’ button and either resolve the conflict or select another employee.

Otherwise click on the ‘Save’ button and the application will move the Event/s.

 

Select Post Times

Select Post Times

If the event type selected can only be scheduled against an employee, the Set Times window will be displayed.

The times will default to the times of the original event.

Ensure the times displayed are correct and click on the ‘Next’ button.

 

Save and Confirm

Save and Confirm

The Save Diary Events window will be displayed.

Click on the ‘Save’ button.

 

Check Fail

Check Fail

The application will now apply all of the specified event checks and will display any Event Check failures found.

Over-rideable checks are displayed in amber; non over-rideable checks are displayed in red.

If there are non-over-rideable checks displayed, the ‘Save’ button will be greyed out.  

If there are non-over-rideable checks found you will need to click on the ‘Close’ button and either resolve the conflict or select another employee.

Otherwise click on the ‘Save’ button and the application will move the Event/s.