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updates:important-changes-in-planning-and-publishing-crew-duties

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updates:important-changes-in-planning-and-publishing-crew-duties [2017/01/17 11:05]
rafal [Draft] 		updates:important-changes-in-planning-and-publishing-crew-duties [2017/01/17 15:39] (current)
rafal [Draft]
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 +====== Creating Drafts in Duty Roster ======
 +
 +We have changed the way you can **plan duties** for the Crew in a section Crew > Duties.
 +
 +The most important changes include:
 +
 +  * Replacing **Plan Mode** with a possibility of creating **Drafts**.
 +  * Possibility of editing one Draft by different users - something that was not available in the **Plan mode**.
 +
 +<box>**If you already planned the Roster in the 'Plan mode', it will switch to the Draft with the Name of the person who created it.**</box>
 +
 +The whole process of creating and editing Drafts is explained below.
 +
 ===== Draft ===== ===== Draft =====
-[{{ :leon:crew-duties:draft - filter2.png?200|Dropdown selection with Draft options}}]+[{{ :leon:crew-duties:draft - show filter.png?200|Dropdown selection with Draft options}}]
  
 In the section Crew > Duties, apart from assigning duties in the live mode, you can now **plan** duties for your crew before publishing it. In the section Crew > Duties, apart from assigning duties in the live mode, you can now **plan** duties for your crew before publishing it.
  
-In the filter you can find the dropdown selection. In the dropdown you will see following options:+In the filter you can find the drop-down selection where you will see following options:
  
   * **Actual** - actual view for duties already published.   * **Actual** - actual view for duties already published.
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 {{:leon:crew-duties:draft - editing options.png?|}} {{:leon:crew-duties:draft - editing options.png?|}}
- 
-When adding duties within the Draft on previously unassigned days, everything looks the same as if adding duties in the actual mode. The only difference is that in the top-left corner of the square there is a **green flag**. 
- 
-{{:leon:crew-duties:duties in blank squares.png|}} 
- 
-If it happens that you have planned a new duty on the day where there was already either flight, positioning or office duty assigned, when you hover the mouse over the square, the pop-up window will appear with the information (see examples below): 
- 
-{{:leon:crew-duties:pop up 1.png|}}   {{:leon:crew-duties:pop up 2.png|}}   {{:leon:crew-duties:pop up 3.png|}}  {{:leon:crew-duties:pop up 4.png|}} 
  
   * **2** - **Replacing actual duties with the new planned ones**   * **2** - **Replacing actual duties with the new planned ones**
  
-If you want to **replace** the actual duty with the new one within the Draft, click on the existing square/squares and select new duty from the list previously defined in **Duties Setup** section. In each new duty-square, in the top-left corner there will be a **red flag**.+If you want to **replace** the actual duty with the new one within the Draft, firstly you need to **select a Draft** in the filter and click on 'Show' button. This will allow you to edit the chosen 'Draft'. 
 +Then click on the existing square/squares and select new duty from the list previously defined in **Duties Setup** section. In each new duty-square, in the top-left corner there will be a **red flag**.
  
 {{:leon:crew-duties:replacing duties.png|}} {{:leon:crew-duties:replacing duties.png|}}
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 If you click OK, then on top of the screen Leon will show the progress bar. The status of the publishing is being refreshed automatically. If you click OK, then on top of the screen Leon will show the progress bar. The status of the publishing is being refreshed automatically.
  
-{{:leon:crew-duties:draft - pending.png?}} +{{:leon:crew-duties:draft-publishing.png?}}
  
 The lenght of the **publishing process** depends on the number of new duties assigned or changes made in the roster.  The lenght of the **publishing process** depends on the number of new duties assigned or changes made in the roster. 
 +
 +**When you start publishing duties, this particular Draft becomes un-editable and greyed-out in the filter. You can still switch to a different Draft as well as Actual mode and edit it**.
  
 Once it's done, Leon will switch to the actual mode and the **message will be sent out** - the 'Messages' envelope on the belt will turn yellow {{:leon:icons:messages.png?|}}. Inside the 'Messages' section you will find an email **Script complete** and the exact time in UTC. Once it's done, Leon will switch to the actual mode and the **message will be sent out** - the 'Messages' envelope on the belt will turn yellow {{:leon:icons:messages.png?|}}. Inside the 'Messages' section you will find an email **Script complete** and the exact time in UTC.
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 If you decide to **reject** the publication of planned duties you can click **Reject** button. A pop-up window will display. This is very similar pop-up to the one when you publish duties with '**Reject**' button instead of '**Publish**' button. In the pop-up you can choose Crew and Period you want to reject the changes for. Once you click **Reject** the changes in duties will disappear for the marked Crew for chosen range of time. If you decide to **reject** the publication of planned duties you can click **Reject** button. A pop-up window will display. This is very similar pop-up to the one when you publish duties with '**Reject**' button instead of '**Publish**' button. In the pop-up you can choose Crew and Period you want to reject the changes for. Once you click **Reject** the changes in duties will disappear for the marked Crew for chosen range of time.
  
-==== Plan mode email notifications ==== +  * **4** - **Deleting Draft**
- +
- +
- +
-Sending roster changes emails to recipients whilst making changes in the **plan mode** works in a slightly different way. **The notification email is being sent out once the plan is published**. In other words - you can make as many changes as you wish and when the publishing of the plan is finished, then Leon sends out emails with all changes included to particular crew members (see example below). +
- +
-{{:leon:crew-duties:plan mode change.png|}}+
  
 +You can delete any draft. Simply choose the 'Draft' you wish to delete in the filter. Once the 'Draft' is edited simply click on 'Delete' button. A pop-up window will appear asking for confirmation. Once you clicked on 'Save', the 'Draft' will be deleted and you will be redirected to 'Actual' mode.
  
-==== Copying duties in 'Plan' mode ====+  * **5** - **Copying duties within the 'Draft'**
  
-'Plan' mode duties copying works similarly to the 'Actual' mode described in the above chapters. The difference is you can copy already added duties along with the planned ones (not yet published), see example below.+Copying duties within the 'Draft' works similarly to the 'Actual' mode described in the above chapters. The difference is you can copy already added duties along with the planned ones (not yet published), see example below.
  
-  * In the filter switch to 'Plan' mode, mark previously added duties along with those you have planned and click 'copy' (planned duties show with the green triangle indication).+  * In the filter switch to the 'Draft' of your choice, mark previously added duties along with those you have planned and click 'copy' (planned duties show with the green triangle indication).
  
 {{:leon:crew-duties:copy duty plan 1.png|}} {{:leon:crew-duties:copy duty plan 1.png|}}
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 {{:leon:crew-duties:copy duty plan 2.png|}} {{:leon:crew-duties:copy duty plan 2.png|}}
  
 +<box>Copying duties is possible in both: **Actual** mode and in the **Draft**. It is **not possible** to copy duties between 2 different Drafts or between Draft and Actual mode.</box>
  
updates/important-changes-in-planning-and-publishing-crew-duties.1484651118.txt.gz · Last modified: 2017/01/17 11:05 by rafal

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