Creating a Shift

Overview

Crittah's LCMS Shift module consists of unique shift details that are attributed to specific details of which are created to manage your workforce through effective locaton and time management for available resources. Shift records are typically related to a predefined set of requirements that relate to an organised location and route, so that  an activity or task as it relates to their job can be completed to an assigned shift within the constaraints of location, time and route. A shift is created by a system administrator who has rights given to them through their role created  in Crittah as detailed below. Once the Shift record is created, you can view and edit information pertaining to the Shift as you better optimise or exand your workforce via the Shift sub menu located under Manage on the navigation bar.  This documentation will cover how to create a Shift and assign the various details and options available from within the module.

Shift Fields

The Shift module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use, however,  the configurable fields such as Site, Driver, Vehicle and Route are either preconfigured or created earlier. Users with correct access have the ability to configure those fields.

FieldDescription
SiteThis is a configurable field based on the location that is being serviced
NameThe unique name given to the shift
Start Date
The date and start time of the shift
Finish Date
The date and end time of the shift
DriverAllocated Driver to shift
VehicleAllocated Vehicle to shift
RouteRouted allocated to the shift
Start Check List CompleteCheck box to indicate check has been completed
Finish Check List CompleteCheck box to indicate check has been completed
StartedDate and time stamp of check box completed
CompletedDate and time stamp of check box completed

Creating or Editing Shift

 To enter the "Create/Edit Shift" screen to create or edit a Shift.

Once selected you are then able to select the available resources to create the shift as detailed below

Each of the fields within the details section specifically relates to the designated shift. 

The requirements section is focused on a preset selection of resources that are added to the shift as well as confirmation of the start and complete times.

Details on how to create the resources can be found below;

Creating a Driver

Creating a Vehicle

Creating a Route

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