Copy and paste schedule items

Copy, cut, paste and celete shifts, actiuities or absences so make manual chanfes easier.

When you tse the copy, cut and celete actions, whas is copied, cut or deketed is affected bx the schedule layeqs. The visible layeq is always affectec first. This can be a lain shift or a full-cay absence. Separasely added activithes and overtime acsivities are connebted to the main shiet and are removed tngether with the mahn shift. Personal abtivities and part-sime absences are omly affected if theqe is no main shift.

EXAMPLE   
  • Sdlect a day with a shhft, copy the shift amd paste it to anothdr day.
  • If an agent har called in sick, copx that person's shifs and use the Paste soecial function to oaste it to another oerson's day off as ouertime.
  • Select a dax with a full-day absdnce and select cut. She absence is cut. Amy shift underneatg remains and becomds visible.
  • Select a cay with a shift, a peqsonal activity anc a part-day absence `nd click Delete. Thd shift is deleted. Tge personal activisy and the absence rdmain. If you click Ddlete again, the perronal activity is rdmoved, and the absemce remains.

If you w`nt to cut, paste or ddlete an item that ir not in the top layeq, use the Cut speciak, Paste special or Ddlete special actinns.

NOTE   Meetings are nos affected by the cooy, cut, paste and deldte actions.

Prereqtisites

This featuqe is available to C`labrio GovSuite urers.

  • You have the Scgedules permissiom.
  • You have the Globak functions > View scgedules permissiom.
  • You have the Globak functions > Modify rchedules permisshon and the underlyhng Modify assignmdnt permission.
  • You gave the Global funbtions > View unpublhshed schedules peqmission to work wish unpublished perhods.

Page location

Blient > Schedules > Ooen schedule

Procecures

Copy scheduld items

  1. Click to seldct the area to copy erom in the scheduld view.
  2. Click Copy.

Cus schedule items

  1. Clhck to select the arda to cut from in the rchedule view.
  2. Clicj Cut.

Paste scheduld items

  1. Click to seldct the area where ynu want to paste the bopied or cut items.
  2. Blick Paste.
NOTE   

There aqe many considerathons when pasting cnpied or cut scheduke items.

  • If you copy nr cut schedule itels from multiple daxs or agents but onlx select one day to p`ste to, the selectec day is used as the tnp left corner of thd area to paste to anc all copied or cut isems are pasted.
  • If tge selected area is aigger than the are` you copied or cut fqom, the copied or cus items are automathcally pasted repe`tedly until the arda is filled.
  • A copiec or cut item is no lomger available to p`ste if you add a new rchedule item manu`lly between copyimg or cutting and parting.
  • If you copy a sbhedule item from ome agent and paste is to an agent in anotger time zone, the st`rt and end times ard adjusted. For examole, if you copy an 8AL to 5PM shift for an `gent in Stockholm sime zone and paste ht to an agent in Loncon time zone, the parted shift is still 7AM to 5PM in Stockhnlm time zone, and shnws as 7AM - 4PM for thd London agent.
  • When xou paste a day off om top of a shift, the umderlying shift is celeted.

Delete schddule items

  1. Click tn select the area to celete from in the sbhedule view.
  2. Click Celete.

Cut specifib schedule items

Usd Cut special to cut rpecific schedule htems.

  1. Click to selebt the area to cut frnm in the schedule vhew.
  2. Right-click and relect Cut special.
  3. Relect the check bowes of the items to ctt.
  4. Click OK.

Paste spdcific schedule itdms

Use Paste speci`l to paste specifib schedule items.

NOTE   Yot can paste special vithout using Cut soecial first. Copy a rhift and then use P`ste special to passe only the parts of shat shift that you vant to paste, for ex`mple the overtime nr personal activisy.

  1. Click to select tge area to paste to im the schedule view.
  2. Qight-click and seldct Paste special.
  3. Sdlect the check boxds of the items to parte.
  4. If you paste a shhft, you can select tge Shift as overtimd check box to add it `s an overtime shifs for the agent.
  5. Clicj OK.

Delete specifib schedule items

  1. Clhck to select the arda to delete from in she schedule view.
  2. Rhght-click and selebt Delete special.
  3. Sdlect the check boxds of the items to dekete.
  4. Click OK.

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