diff --git a/content/applications/services/planning.rst b/content/applications/services/planning.rst index 9663ec52ca..849ad186cb 100644 --- a/content/applications/services/planning.rst +++ b/content/applications/services/planning.rst @@ -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 `. 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:: @@ -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 @@ -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. diff --git a/content/applications/services/planning/save-template.png b/content/applications/services/planning/save-template.png index 728de82fe6..90ddb58bc3 100644 Binary files a/content/applications/services/planning/save-template.png and b/content/applications/services/planning/save-template.png differ