Scheduling “TEAMS” in PCO
So, thanks to Kasey (@kaseyrobinson) our Program Director/PCO Guru he lead me onto how to add Production Team Member to a Plan by making them into Teams.
Here is how we do it:
TEAM Breakdown:
Team 1 SATURDAY 1st & 2nd Weekend
Team 2 SATURDAY 3rd & 4th Weekend
Team 3 SUNDAY 1st & 2nd Weekend
Team 4 SUNDAY 3rd & 4th Weekend
Team 5 SUNDAY PM 1st & 2nd Weekend
Team 6 SUNDAY PM 3rd & 4th Weekend
DATABASE:
Add a property for each team so individuals can be added to a TEAM
Go to the individuals and add the property for the TEAM they are on.
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SCHEDULING:
Either in a PLAN or MATRIX mode click on “ADD A PERSON”
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Type in the TEAM name ie “TEAM 1″
Click on the “TEAM 1″ link
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Up pops a new window for filters and for availability
Click on the bottom right hand corner
“ADD ALL TO PLAN”
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Next window lets you shift jobs around or no schedule someone who is conflicted or busy.
You can uncheck them if they have a conflict.
Click “ACCEPT” and they are added to the plan.
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Rotations make it a snap.
Now if they would just be automatic!! 
Hope that helps!!!
Tags: PCO
This entry was posted on Thursday, April 30th, 2009 at 10:40 am and is filed under Serving. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
