Filters

Imagine you have an important calendar that is jam packed with events. Your business runs on it, but it is so busy and confusing that it causes you to waste time just deciphering it. This is a common situation that often happens on a scheduling calendar, especially when the business operators need to manage shifts of a large amount of employees. Even when it comes to only one week’s worth of shifts, it is not easy to decipher the information. Thus, filters are needed to deal with this issue. With the help of filters, only filtered shifts show on the schedule screen, which means supervisor can search for a particular shifts and lower the risk of modifying the wrong shift. In Schedule Xpress, there are two different filters that help supervisor manage huge amount of shifts in a time saving and accurate way. This article will introduce both filters.

One of the filters is called Advance Filter. It is used to filter data load from the database. It can filter data by many criteria of a shift, such as employee assigned, customer, site, service, etc. For example, with the Advance Filter, the application only loads shifts of one or a group of particular employees when it starts, instead of loading unnecessary shifts which may not be needed. This helps improve the performance of the application and also reduces the rate of modifying an incorrect shift.

On the other hand, the other filter is called Edited Shifts Filter. After the application starts and the data loads, supervisors can start modifying shifts – such as add, edit or delete shifts. Edited Shifts Filter is used to filter these modified shifts. This helps the supervisor see their modifications easily. In addition, it can also filter shifts with warnings or errors when they try to save the schedule.

With the help of Advance Filter and Edited Shifts Filter of Schedule Xpress, supervisors can manage and work with large amount of shifts easily and efficiently.