Archive Schedule

The Archive Schedule option opens a screen to view existing archives of a schedule. An archive is a snapshot of a schedule showing the employee assignments and staffing requirements at the time the archive was created. Archived schedules are not updated by subsequent changes to a schedule, nor can an archive be edited. Multiple archives can be taken of the same scheduling period.

When the required schedule distribution and date has been selected, the archive is loaded to the viewing screen. If there are multiple archives of the same organization unit for the same date entered, all are loaded to the screen and the user can scroll through them using the Archive Schedule Navigator.

See Searching for an Archived Schedule.

The following actions are available in the left pane:

Archive Schedule Navigator	Opens a search screen for the user to scroll through the displayed archives, or to change the organization unit and/or the date range to be viewed in the schedule screen.
Archive Schedule Actions	Opens a screen to open and view employee schedule assignments within the schedule screen.
Archive Schedule Tools	Opens a screen to view any Schedule Notes that were attached to this archived schedule.
Filter Options	Opens a screen to create schedule filters, used to limit the information displayed in the schedule screen to focus on specific data.
Display Options	Displays a drop down menu of existing Display View Styles. The Default Display View Style is automatically loaded when the schedule is open. A user can select any of the styles listed here.

Record Management

Opening and Viewing a Record

To Open and View existing records, complete the following steps:

1. Using the Search page selection criteria, search for all the records to be viewed.

2. To select one or more record, click the box to the left of each record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

3. To open the record you wish to view first, click its folder. All other selected records are also available.

4. To view all other selected records, scroll to the previous record or to the next record using the navigation arrows.

5. For records displayed in a list format, click the card arrow on a record to open and view it.

   Note  

   For more information, see Opening and Viewing a Record in Help > Record Management.

Searching for a Record

The Search page is the default page when a screen is opened. This screen is used to filter criteria when searching for a specific record.

1. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

2. Additional searches with different filter options can be run to add to the selected record results set.

3. To select one or more record, click the box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

4. To open the record you wish to view first, click its folder. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.

   Note  

   For more information on searching for an existing record, see Searching for a Record in the Help section. For more information on the Action buttons available in the left pane after the search is completed, see Search Action Buttons. For more information on setting the check boxes default to be checked or unchecked, see Preferences > My Preferences > List.