The Agenda is a List representation of the Inteliguide Schedule. It can be used to Bulk Edit Shifts, print your Schedule, generate a .csv version of your Schedule, and access Shift Details, Activity Reporting, and Time Punch Editing.
Note: Users can access the Agenda by clicking on the Schedule menu drop down.
- Location/Group Name
- All Months New!
- Days (separated by each week)
Filter By Additional
- Work Orders
- Time Punches
Note: Please see Groups vs Locations for a description of how the Groups vs Locations Filters work with Locales.
- Month Start - End
- Month End - Start
- Shift # 0..9
- Shift # 9..0
- User A..Z
- User Z..A
- Title A..Z (Location/Group Name)
- Title Z..A (Location/Group Name)
- Duration 0..9
- Duration 9..0
- Pay Rate 0..9
- Pay Rate 9..0
- Billable Rate 0..9
- Billable Rate 9..0
List Item Info
- Shift Duration
- Pay Rate
- Billable Rate
- Delete (if Statuses of all Selected are Cancelled)
- Send to CSV
- Fill Punches
- Cancel - Simply cancels the selected Shifts if they're not already cancelled.
Send to CSV
Make one or many selections and select the Send to CSV Bulk Action. Your selections will be formatted into a comma separated value file format for easy import into programs like Microsoft Excel. The Bulk Action kicks off a background process that once successfully completed will send you a system message to your Inbox with the file attached.
You can now additionally send up to 10,000 records (easily a whole month of Shits at a time in all markets so far) to CSV with a few clicks of a button. Simply click the total Shifts tally on the Filters Panel and click Send to CSV. Confirm and you will find the file delivered to your Inbox as a system message with a CSV file attachment. The contents of the attachment will reflect whatever filter settings you ran prior to exporting the results.
Make your selections and click the Print Bulk Action. This will send all your selected rows to the printer output of your choice, formatted for print.
Note: To select your whole month, scroll down until you can view all your Shifts, then scroll back up using the handy Scroll Up button and click the SELECT ALL link.
This only works on Scheduled Shifts with End Dates/Times in the past that have NO associated partial or incomplete Time Punches. If the selected Shifts do not meet that criteria, they will not be processed. For all shifts that do, Time Punches will be created matching the Start/End Dates/Times. For those qualifying Shifts with Lunches, the Fill Punches Bulk Action will position the appropriate Lunch Duration between the Start and End Dates/Times.
We've built this in as a tool for markets that don't rely upon Time Punches as much as others, either due to alternative Time & Attendance methods, or due to other circumstances.
Since the Fill Punches makes MANY assumptions as to the actual Time & Attendance of associated Users, we implemented a strong confirmation and disclaimer prior to the Bulk Action processing any Shifts.
Clicking on the List Item link will take you to the Shift Details.
Here you will see all the information associated with a Shift. What status it's in, who's scheduled (if anyone), what it pays, bills, and all the other attributes that have already been discussed about Shifts.
Clicking/tapping on the markers will give you detail for Time Punches or address information. The small circles represent Time Punches (green for clock/lunch in, and red for clock/lunch out), and the Location markers that we're all so familiar with on google maps represents the Location(s) covered by the Shift.
Clicking/tapping on the '(map)' link in the Locations Collections will find the relevant Location marker on the map and will open the information popup as though you had clicked/tapped on it directly. This is helpful for when separate location markers are very close to each other depending on your map zoom level.
Map with Time Punches Example
You can see in the example that a Clock In Time Punch was made from a car on approach to a Location.
Shifts that are generated from Dedicated Work Orders can have post orders assigned to them. These are links to one or more existing documents in the system that bear some relevance to the shift in question. Downloading/viewing a document will be logged for accountability reasons.
Here you'll see the relevant expandable/collapsible Contacts, Location, Code, Dispo, Instruction, and Report collections that belong to the Shift. These things can change throughout the life-cycle of a Shift, especially the Reports count as new ones are added.
Contacts are assigned through Dedicated Work Orders, and will appear for any generated Shift.
Shifts generated by Dedicated Work Orders may feature Premises Pictures. Clicking/tapping them will produce a larger image and they may come accompanied by additional title and caption information.
- Report + - Add a new Activity Report for that Shift
- Edit Punches - Admins can Edit Time Punches for the Shift, if necessary
- Commit - Only appears if the Shift is in Available Status
Admin Edit Time Punches
If Users were unable to create these punches while working a Shift or their Punches were found to be erroneous, for whatever reason, Admins can easily click 'EDIT PUNCHES' and modify the values.
For Shifts that are created with Lunches in mind, there are four total Punches that can be edited:
- Clock In
- Lunch Out (Clocking out FOR lunch)
- Lunch In (Clock in FROM lunch)
- Clock Out
For those Shifts without a Lunch, there are only two:
- Clock In
- Clock Out
Note: Any of the shifts can be given any Date/Time range and we do not validate the entries for continuity. It's difficult to determine intent with complex date/time data, so in lieu of interpreting and modifying input, we simply validate that it's in an acceptable format for dates and times. Ideally, we'd like to see Users making as many Time Punches as they can in real-time as that's less prone to error.