Below is a simple guide for Copying a TEMP booking
How to Copy a ‘Day
- Use the Planner, enter the Company for whom you want to enter bookings and click [GO]
- Once you see the planner for that client, apply any other filters you wish (e.g. Role, Booked By)
- Choose Select Day from palette, and click on any booking from the chosen day. You can then click on bookings on that day to toggle on/off the copy function.
- Click Copy on the palette.
- Click Paste Day on palette and then select the day on the planner into which the bookings will be copied.
Optional
- After copying the bookings to the new day, you can (cancel) any un-wanted bookings that were copied to the new day.
- You can copy bookings for individual candidates into future weeks by using Select and click on the relevant bookings on the current week displayed to toggle them on/off. Then click Copy on the palette. You may then scroll to a future weeks and use the Paste button to paste the copied bookings into the future weeks. (You can’t copy individual bookings from one day to a different day of the same week. Use the Book button for this)
TIP: If you tick the ‘All Temps’ box it will show ALL temps who have worked at that client. When the box is un-ticked it will ONLY show workers who are booked* during the selected week. |
Note: The booking* may be at the selected site, or at ANY OTHER SITE. Bookings from other sites are shown in GREY. |
From verison 1.00.23.050 or later
Booking text copied when bookings are copied using the Planner.
It is possible to use Select/Copy/Paste on the [Planner] to copy bookings from one week to the next. When these bookings are copies it is now possible to copy any associated NOTES along with the bookings.
There is a new parameter that controls which Text will be copied along with the bookings. Parameter TEMPS, Flag(43) controls this.
Setting | Details |
N | No text is copied. (works as it does now) |
K | This copies the BooKing 'Header' Text. This is the text associated with the 'whole' booking so a 3-day booking might have one set of 'Header' text for all 3 days |
S | This copies the Shift Text. This is the text associated with a specific DAY - e.g. a 3 Day booking might have some text associated with ONE of the 3 Days, and when copying the bookings, that text would be copied to the correcponding Day. e.g. Text from Wed 8th Mar would be copied forward to Wed 15th March |
B | Both. This will copy both the BooKing header text <AND> the Shift text for the set of bookings being copied. |
Keywords: Booking, Copy, Day, Date, Time
Martin Parkinson
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