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16 changes: 7 additions & 9 deletions content/applications/services/planning.rst
Original file line number Diff line number Diff line change
Expand Up @@ -150,14 +150,14 @@ Shift templates

To create a shift template, click :guilabel:`New` on any schedule, then fill in the
:ref:`details of the shift <planning/create-shift>`. In order for the shift to be saved as a
template, tick :guilabel:`Save as Template`.
template, click :guilabel:`Save Template`.

.. image:: planning/save-template.png
:alt: Shift form with the option `save template` ticked.
:alt: Shift form.

Alternatively, you can go to :menuselection:`Planning --> Configuration --> Shift Templates`, then
click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Shift Duration`. The
shift’s :guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into
click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Span`. The shift’s
:guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into
account working time as well as breaks.

.. example::
Expand Down Expand Up @@ -222,8 +222,9 @@ fill in the following details:
work on the selected project.
- :guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows
you to link a sales order to the shift.
- :guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat Every` field according
to your needs. The following rules apply to recurring shifts:
- :guilabel:`Repeat`: Click the :icon:`fa-repeat` :guilabel:`(repeat)` button and configure the
:guilabel:`Repeat every` fields according to your needs. The following rules apply to recurring
shifts:

- All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are copied from
the original shift except for the date, which is adjusted according to the
Expand All @@ -234,9 +235,6 @@ fill in the following details:
go to :menuselection:`Planning --> Configuration --> Settings` and edit the
:guilabel:`Recurring Shifts`.

- :guilabel:`Save as Template`: When this option is ticked, a shift template is created with the
same :guilabel:`Start and End hours`, :guilabel:`Allocated time`, :guilabel:`Role`,
and :guilabel:`Project`.
- :guilabel:`Additional note sent to the employee`: Click on the field to add a note.
- :guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when
creating a shift.
Expand Down
Binary file modified content/applications/services/planning/save-template.png
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