Technician specific, which allows the user to edit the Resources availability when on Holiday or Sickness. All reasons why the Resource was unavailable are held against each individual Resource in their own calendar.
When maintaining this extra/lost availability, a reason code can be specified, which is supported by the Adjusted availability reasons name and an indicator for more availability (+), less availability (-) or adjustments only (=).
The Resource Availability form is displayed when you select the Resource availability option from the WORKSHOP LOADING MENU.
Note: The Annual calendar will require amendment to exclude Public holidays (and other days when the Workshop will be closed) from the availability.
Menu bar
File...
New: Clears the grid allowing the user to load another Resource.
Open: Opens the selected Resources availability calendar.
Save: Saves any adjustments made in the resources availability grid.
Exit: Returns you to Workshop loading menu.
Tools...
Wizard: Opens the Copy shift Wizard form, this allows you to copy the shift and team pattern from one resource to all resources.
Help: Displays help on the current application using the default browser.
Tool bar
Clears the grid allowing the user to load another Resource.
Opens the selected Resources availability calendar.
Saves any adjustments made in the resources availability grid.
Returns you to Workshop loading menu.
Opens the Copy shift Wizard form, this allows you to copy the shift and team pattern from one resource to another.
Displays help on the current application using the default browser.
Load group
Select resource: Select a resource option from the drop down menu.
Select year: Select a year from the drop down menu:
- 2001
- 2002
- 2003
Edit group
Select one of the following radio buttons:
Note: Single left-click on any sector will set the Shift or Team for that single day. Right-click in any sector, a pop-up menu is displayed, select the From here... to ...to here to set up Shift and Team patterns across several days or the rest of the year.
Resource
The Adjustments grid may be viewed either by Annual calendar or Shift calendar according to the Radio button selected in the Edit group.
Editing the Adjustments grid in Adjustments mode: To amend the record for a day or selection of days you may use either a left-click or a right-click in the appropriate sector.
When you click an Able sector the Why? form is displayed.
When you click an Unable sector the availability will change to Able.
Right-click in any sector, a pop-up menu is displayed, select the Available from here... or Un-available from here... as appropriate, then right-click in the sector that will mark the end of the range and select ...to here, this will toggle all of the sectors between the start and end sectors. To edit the availability of the Resource on that day, select the Adjusted availability from the pop-up menu, the Adjusted availability form is displayed.
Legend
The display will change according to selection of the Shift, Teams or Adjustments radio button:
Shift
Colours
Description
None
WEEKD
SATMO
Teams
Colours
Description
None
ATEAM
BTEAM
Adjustments
Colours
Description
Able
Adjusted
Note: All the Adjusted availability reasons created by the user will also be displayed here in their relevant colours.
The Copy Shift Wizard form is displayed when you click the 
Wizard icon or from the Tools menu option on the Resource Availability form.
Copy shift pattern from
Allows you to copy the shift and team pattern that has been allocated to an existing Resource availability record.
Push Buttons
OK: When the required shift pattern has been selected click this button to apply the shift to the Adjustments grid.
Cancel: Click this button to escape from the Copy Shift Wizard form without saving the data that has been selected. The Adjustment grid will not be updated.
The Why? form is displayed when you click an Able sector on the Adjustments grid. From this form you can select an appropriate reason code from the Adjusted availability file.
Note: Only the Adjusted Availability Reasons of type ( - ) are shown in this form.
Push Buttons
OK: Click the OK button when the reason code has been selected to save the record.
Cancel: Cancels the operation, the Adjustments grid will not be updated.
The Adjusted Availability form is displayed when you select the Adjusted availability radio button from the Edit group on the Resource Availability form, this will then display the Resources calendar. Take the Adjusted availability option from the pop-up menu when you right-click on a segment in the Adjustments grid. This form shows the default Shift of the resource you have selected on the chosen day.
Menu bar
File...
Save: Saves any adjustments made in the resources availability grid.
Exit: Returns you to Workshop loading menu.
Edit...
Undo: Will undo the changes you have made.
Tools...
All available: Will set the resource availability reason for the whole day.
All unavailable: Will only be highlighted when a reason has been selected which will then change the option to All and the reason description. Selecting this option will set the whole grid to the reason description.
Default shift: Will remove any unavailability reasons and set the resources shift back to his default.
Help:: Displays help on the current application using the default browser.
Tool bar
Will set the resource availability reason for the whole day.
Saves any adjustments made in the Adjusted availability grid.
Returns you to the Resource Availability form.
Will undo the changes you have made.
Will only be highlighted when a reason has been selected which will then change the option to All and the reason description. Selecting this option will set the whole grid to the reason description.
Will remove any unavailability reasons and set the resources shift back to his default.
Note: When using the
icon and saving your changes you are unable to use the Default shift option.
Colours
Description
Not available
Available
Unavailability group: Select your unavailability reasons from the drop down menu.
Note: Using an Adjusted availability reason with a type of ( + ) More availability, for example Overtime, will also display the technician in the touch screen for him to clock on.
Within the day
Select the option adjusted availability from the pop-up menu.
Select an unavailability reason from the drop down menu.
Left-click in the grid for the required time, or right-click and select Unavailability from..., right-click at the end of your selection and select to.... This will then highlight your selection with the availability reason colour.
Click Save to save your adjustments and return you to the Resources grid. Your adjustment on the day will be highlighted in Yellow to indicate an adjustment has been made.
Tip: More than one unavailability reason can be saved against a resource. This will be indicated in the resources grid in Yellow with an asterisk indicating more than one reason exists.
On the day
Left-click the required date in the resources grid.
Select the reason from the Why? form, and click OK. This will then set your grid selection to the Adjusted availability reason colour.
Click Save to save your adjustments made to the resource calendar.
More than one day
Right-click in the sector that will mark the end of the range and select ...to here.
Select the reason from the Why? form, and click OK. This will then set your grid selection to the Adjusted availability reason colour.
Click Save to save your adjustments made to the resource calendar.
Tip: The Resource Availability form can be accessed from Point of sale in workshop loading from the Day form and the Activity form on the Planned tab by Right-clicking on a Resources name.
