Adding and Assigning Downtime and National Holidays

 

Within ControliQ Downtime is a resource category that allows team members to capture time that they are contracted to work but are unavailable to do so such as periods of annual leave or sick leave.

When you select the Downtime link within the Add/View section of the Admin screen you will see a list of all of the Downtime Categories that have already been created.

 

Name

Displays the name of existing Downtime categories.

Short Name

Displays a shortened version of the Downtime category name if one was added during setup.

Description

Displays a description relating to the Downtime category if one was added during setup. This description will appear in the Information button in RTM data capture.

Total Productivity

Confirms if the Downtime category is included in the calculation for Total Productivity displayed in Production and Control Reports.

 

Selecting the search icon will allow you to refine the list of Downtime category displayed. You can search by partial or full Downtime category names.

Click the print icon to print a list of the existing Downtime category.

Click the Filter option to refine the list of Downtime categories displayed by key attributes. To utilise the Filters option, select the attribute that you would like to filter by from the drop-down menu in the pop-up box.

 

 

Clicking the Tags icon allows you to select Tags that you would like to assign or un-assign from the Downtime Category.

When the icon is clicked a pop-up box detailing the available Tags will open, select the Tags you would like to add or remove from the drop-down menu and click Save.

To edit an existing Downtime category, click the pencil icon next to its name to open the setup dialogue box.

To delete an existing Downtime category, select the trash can icon.

Please not that to delete a Downtime category it must be unlinked from all workgroups first. Once deleted the Downtime will no longer be present in RTM or managed data areas, all historical data will be retained.
 

To create a Downtime category, select the icon next to the Downtime table header. This will prompt the Downtime category setup form to open.

 

Name

Enter the name of the Downtime category here (up to 100 characters) don’t forget to apply any standard naming conventions that have been agreed by your business.

Short Name

This function will be applied to future development.

Enter the name of the Downtime category here (up to 100 characters) don’t forget to apply any standard naming conventions that have been agreed by your business.

Description

You can add a description (up to 255 characters) to a Downtime category, this description will then appear under the information button in RTM for users capturing data against the task.

Total Productivity

When assigning or unassigning workgroups from Groups you can refine the list of assigned or unassigned workgroups displayed by typing a full or partial workgroup name into the search function.

Save

Click here to save a new or edited Downtime category.

Enter the name of the Downtime category here (up to 100 characters) don’t forget to apply any standard naming conventions that have been agreed by your business.

 

Once you have created a Downtime category you will need to assign it to the workgroups that will be capturing data against it.

Selecting the Downtime to Workgroup link in the Assign section of the Admin screen will allow you to assign or unassign Downtime categories to workgroups.

 

Workgroup Selector

Select the workgroup that you would like to assign or unassign the Downtime category from. The drop-down menu will display the workgroup you currently have selected in the hierarchy selector and any child workgroups.

Search

Allows you to search for Downtime categories using either a full or partial category name.

Checkbox

Select the checkbox next to the names of any Downtime categories that you would like to assign or unassign.

If you select a category or categories that are already assigned the un-assign button will appear next to the Search function.

Unassigning categories will be effective from the following day.

If you select an unassigned category or categories, the assign selected task button will appear next to the Search function.

Selecting the assign selected items button will prompt the Set Start Date pop-up box to open where you can backdate the assign date of the category. Once set an assign date cannot be changed.

Please note you cannot assign and unassign tasks at the same time. These actions must be completed separately.

Name

Confirms the name of the Downtime category.

Status

 

Confirms the date that the category will be assigned or unassigned from the selected workgroup.

The status will show one of 5 possible options:

  • Unassigned – the category is not assigned to the workgroup

  • Assigned – the category is assigned to the workgroup

  • Unassigned Status Pending – the category has been unassigned, and the change will complete the following day.

  • Assigned Status Pending - the category has been assigned, and the change will complete the following day.

  • Inherited – the category is a department level task and has been linked to a parent of the selected workgroup. To unassign inherited tasks you must select the parent workgroup.

 

Start Date of Status

Confirms the date that the category will be assigned or unassigned from the selected workgroup.

Clicking the icon allows you to unassign or cancel a pending assignment for a single category.

Clicking the icon allows you to assign a single category.

 

 

Within ControliQ National Holidays allow you to set specific dates as non-working days within a workgroup for a day that is classed as working based on the workgroup setup.

When you select the National Holiday link within the Add/View section of the Admin screen you will see a list of all of the National Holidays that have already been created.

 

Name

Displays the name of existing National Holidays.

Description

Displays a description relating to the National Holiday if one was entered during setup.

Date

Displays the date the National Holiday takes place on.

 

Selecting the search icon will allow you to refine the list of National Holiday displayed. You can search by partial or full National Holidaynames.

Click the print icon to print a list of the existing National Holiday names.

Click the Filter option to refine the list of National Holidaycategories displayed by key attributes. To utilise the Filters option, select the attribute that you would like to filter by from the drop-down menu in the pop-up box.

 

 

To edit an existing National Holiday, click the pencil icon next to its name to open the setup dialogue box.

To delete an existing National Holiday, select the trash can icon.

Please not that to delete a National Holiday it must be unlinked from all workgroups first. Once deleted the National Holiday will no longer be present in RTM or managed data areas.
 

 

To create a National Holiday, select the icon next to the National Holiday table header. This will prompt the National Holiday setup form to open.

 

Name

Enter the name of the National Holiday here (up to 100 characters).

Description

You can add a description (up to 255 characters) to a National Holiday.

Date

Enter the date that the National Holiday takes place on using the calendar function.

Save

Click here to save a new or edited National Holiday.

You can add a description (up to 255 characters) to a National Holiday.

Once you have created a National Holiday you will need to assign it to the workgroups that will be capturing data against it.

Selecting the National Holiday to Workgroup link in the Assign section of the Admin screen will allow you to assign or unassign National Holidays to workgroups.

 

Workgroup

Select the workgroup that you would like to assign or unassign the National Holiday from. The drop-down menu will display the workgroup you currently have selected in the hierarchy selector and any child workgroups.

Search

Allows you to search for National Holidays using either a full or partial holiday name.

Checkbox

Select the checkbox next to the names of any National Holidays that you would like to assign or unassign.

If you select a holiday or holidays that are already assigned the un-assign button will appear next to the Search function.

Unassigning National Holidays will be effective immediately.

If you select an unassigned holiday or holidays, the assign selected task button will appear next to the Search function.

Assigning National Holidays will be effective immediately.

Please note you cannot assign and unassign holidays at the same time. These actions must be completed separately.

Name

Confirms the name of the National Holiday.

Status

 

Confirms the current status of the National Holiday.

The status will show one of 3 possible options:

  • Unassigned – the holiday is not assigned to the workgroup

  • Assigned – the holiday is assigned to the workgroup

  • Inherited – the holiday is linked to a parent of the selected workgroup. To unassign inherited holidays you must select the parent workgroup..

  

Date of Holiday

Confirms the date that the National Holiday will take place.

Clicking the icon allows you to unassign a single holiday.

Clicking the icon allows you to assign a single holiday.