The Schedule Tools & View menu
Summary
This summary will help you to manage and understand the Schedule Tools & View menu − the available tools you have and view options.
Intended Users
Department heads
Instructions Tools
Spend some time to view the different functions within the Tools menu. All of them are described with a brief text. As a basic principle, what you see in the schedule is what is going to be exported to print. Please check your View Options settings on the View Options menu − how your data/schedule will be displayed.
- Shift Codes − enables you to review all shift codes.
- Replace Shift Code − enables you to replace the current code to a new code for a selected user/s.
- Create Rotating Schedule − enables you to copy a current schedule. This function is useful when you have a rolling schedule. Please read more in Scheduling.
- Insert Value into Unspecified Row − enables you to populate your schedule with different choices. Percentage of Cockpit Target or Cockpit Planned can automatically be inserted by using this function.
- Submit To Budget/Forecast − enables you to submit your Cockpit Planned Hours to New Forecast or New Budget.
- Add Calculation/Information Rows − calculation rows enable you to calculate the hours needed. Information rows allow you to add a value of your choice. Both of these row types has a green background color.
- Add New Team − you can add Teams based on the following criteria: number or shifts scheduled at the specific time; number of shifts scheduled to start before the specified time, but after the previous team; or number of shift types. See drop down list.
- Add New Worker − enables you to add new employees.
- Add New Unspecified Row − enables you to add extra rows to Unspecified of your own choice.
- Refresh TKS – this enables you to choose a specific period and refresh your timekeeping system so that its in sync with PMI.
- Add New Schedule − enables you to add a new schedule.
- Change Schedule Name − enables you to change the name of the schedule.
- Delete or Deactivate Schedule − enables you to delete or deactivate the schedule. Deleting a schedule is not possible if shifts are attached to that schedule for future days. There is a possibility to delete shifts for a period.
- Print to File − enables you to print to either excel or pdf with the following choices; default, Weeks (Sat-Fri), Weeks (Sun-Sat), Weeks (Mon-Sun), Weeks (Fri-Thu).
Instruction View
You have several choices to view in the schedule
Troubleshooting tips
This section provides additional troubleshooting advice for readers experiencing specific issues. While it’s packed with useful insights, you may skip it if you’re not facing any related problems.
View option for information and calculation rows in the schedule
If you're having issues with the custom rows (information and calculation rows) in the PMI Schedule, here are some things to consider:
- Green Rows: The custom rows in PMI Schedule, both information and calculation rows, are displayed with a green background color. This is a design feature to help users easily identify these rows.
- Visibility Issues: If one user can see the green rows but another user cannot, it's likely due to the 'View Options' settings. Each user's view can be customized in PMI, and these settings can affect the visibility of the green rows. To ensure these rows are visible, check the 'View Options' settings and make sure the option to "Show information" rows is enabled.
- Access Rights: Remember, the ability to add or modify these custom rows might be restricted based on a user's access rights. Typically, users with administrative rights or specific departmental roles can add or modify these rows.
- Data Input: For information rows, you can manually input relevant data as a reference point when scheduling. For calculation rows, they are used to calculate the number of hours that will be needed, based on a specific rule. Make sure the data input is correct to ensure accurate calculations
Understanding Full-Time Equivalents (FTEs) in PMI Scheduling
FTE, or Full-Time Equivalent, is a unit that measures employee workload. In PMI, FTEs can be displayed in the scheduling module instead of hours, providing a more intuitive understanding of staffing levels. The number of hours a FTE works per day can be set in the cockpit settings. The Staffing guide in PMI uses the determined FTE to suggest daily hours in 0.5 FTE increments, ensuring practical scheduling.
Role requirements to be able to adjust and update a schedule
If you want to change a schedule in PMI, you usually need to be a manager, like a Department Head or Front Office Manager. You can make these changes in the PMI scheduling module's cockpit, for both past and future schedules. Remember, you need to have cockpit owner or administrator rights to change Min/Max settings, which affect the SMART forecast and scheduling.
Invisible split shifts in schedule printouts without codes
If you're experiencing issues with split shifts not showing when printing the schedule without codes, it could be due to the level at which the shift code was created. Here's a brief troubleshooting guide:
- Check the Shift Code Level: If the shift code was created at the department level, it will only be visible within that specific department. This means that if an employee is working a split shift across multiple departments, the full details of her shift won't be visible in a single department's printout.
- Create Shift Code at Property Level: To view the times from other departments in the printout, the shift code must be created at the property level. This allows the shift code, and therefore the details of the split shift, to be visible across all departments.
- Adjust Print Settings: Ensure that your print settings are adjusted to include shift codes. This can be done in the Schedule module under the Tools menu.
- Verify the Printout: After making these adjustments, print the schedule again to verify that the split shifts are now visible .
Inability to edit data for a specific period
A "frozen" screen issue could be related to period locking. This would result in an inability to make any modifications to schedules, reports, or other entries for a specific period.
- Check the Period Locking Settings: This issue is often related to the period locking feature in the PMI system. When a period is locked, it prevents any changes from being made for that time frame. Check the period locking settings for the specific month to see if it has been mistakenly set to close.
- Unlock the Period: If the period for the specific month is locked, you will need to unlock it. This can be done by accessing the period locking settings in the PMI system. Double click on the padlock icon for the specific month to unlock the period. Note that you may need administrative rights to do this.
- Contact PMI Support: If the issue persists even after unlocking the period, or if you are unable to unlock the period due to lack of permissions, contact the PMI support team for further assistance.
Glossary of Terms
Stuck on a term or abbreviation? Check out our PMI Glossary for quick definitions and insights into common terms and abbreviations. Simplify troubleshooting by understanding the language behind the processes!