| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 12650 |
| Technical Name |
shift_dom_management |
| License | OPL-1 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 12650 |
| Technical Name |
shift_dom_management |
| License | OPL-1 |
Shift Management
Explore the various features of the Shifts detailed dashboard, and useful settings, that can be utilized to generate and gather valuable data about shifts (and their attendees), which can then be used to improve decision-making and shift-planning.
Live preview is alway available for you to have a look, don't be hesitate !
Using these login accounts: username / password
- shift_user/1: Shift User
- shift_manager/1: Shift Managers
- shift_registration_desk/1: Registration Desk
- shift_attendee/1: The Attendee
- demo/demo: common user
User Interface
| Menu | Function |
| Shifts > Shifts | The main Shifts dashboard, which can be viewed in a number of different ways |
| Shifts > Schedule > Open Shifts | To schedule the upcoming and running shifts: for attendees |
| Shifts > Schedule > By Materials | To schedule the upcoming and running shifts: for materials |
| Shifts > Planning > By Attendee | Manage the planning in gantt chart for shift by attendee |
| Shifts > Planning > By Material | Manage the planning in gantt chart for shift by material |
| Shifts > Planning > By Role | Manage the planning in gantt chart for shift by role |
| Shifts > My Registrations | Manage my registrations |
| Shifts > Registration Desk | Grant access to shift attendees quickly and easily |
| Shifts > Reporting > Attendees | View the statistic for attendee registrations |
| Shifts > Reporting > Template Registrations | View the statistic for attendee registrations on shift template |
| Shifts > Configuration > Settings | Do the configuration for Shift Management feature |
| Shifts > Configuration > Shift Plan | Create, edit, delete the recurring plan |
| Shifts > Configuration > Shift Templates | Create, edit, delete the Shift template |
| Shifts > Configuration > Shift Materials | Manage the material for shifts |
| Shifts > Configuration > Shift Roles | Manage the role for shifts |
| Shifts > Configuration > Shift Stages | Manage the stage for shifts |
| Shifts > Configuration > Shift Tag Categories | Create, edit, delete Tag categories |
| Shifts > Configuration > Mail Scheduler | Tracking the list of mail scheduler |
Shift Dashboard
When the Shifts application is opened, Odoo reveals the main Shifts dashboard, which can be viewed in a number of different ways. Those different view options are accessible from the Shifts dashboard in the upper-right corner, via a series of view-related icon buttons.
By default, the Shifts dashboard is displayed in the `Kanban` view, which is populated with a variety of pipeline stages.
This view showcases all the shifts in the database in their respective stages. By default, the stages are: `New`, `Confirmed`, `In Progress`, `Completed`, and `Cancelled`.
The `Completed` and `Cancelled` stages are folded, by default, and located to the right of the other stages.
On each shift card, find the scheduled date of the shift, the name of the shift, the location, the number of expected `Attendees`, any scheduled activities related to the shift, the status of the shift, and the person responsible for the shift.
To quickly add a new shift to a pipeline, click the + `(plus)` icon at the top of the stage to which the shift should be added to reveal a blank Kanban card to fill out.
In this blank Kanban card, enter the name of `Shift`, along with the start and end `Date` and time.
Then, either click `Add` to add it to the stage and edit it later, or click `Edit` to add the shift to stage and edit its configurations on a separate page.
Each shift card can be dragged-and-dropped into any stage on the Kanban pipeline, providing easy organizational access.
Configuration
To access the shift configuration and feature options in Odoo Shifts, navigate to `Shifts app --> Configuration`.
Settings
To access the shift settings and feature options in Odoo Shifts, navigate to `Shifts app --> Configuration --> Settings`. From here, tick the checkboxes beside the desired settings and/or features, and click :guilabel:`Save` to activate them.
Attendance section
In the `Attendance section` of the `Settings` page, there is a selectable setting that is directly related to how attendees can attend/enter the shift.
The `Use Shift Barcode` setting, when activated, enables barcode (and QR code) scanning for attendees to enter the shift. This provides attendees with quick access, and helps Odoo users easily track, manage, and analyze all shift attendees.
The `Barcode Nomenclature` field, beneath the `Use Shift Barcode` setting, is set to `Default Nomenclature`, by default, but can be changed at any time.
Automatic Action section
In the `Automatic Action` section of the `Settings` page, there are some settings that is directly related to how some automatic actions handle their tasks.
The `Shift Creation Days` feature allows users to manage the number of day which shifts will be created. There is a scheduler *Shift: Automatic Creation* running weekly to create the shifts for the shift templates which are enabled the recurring feature.
When the `Done Template Registration by End Date` feature is enabled, the registration (of attendee) to the shift template will be checked and set to done based on its end date.
Recurring Plan
Recurring Plans (Shift plans) are recurrence templates to quickly create the shifts from Shift Templates.
Configuration
To configure the Recurring Plan, navigate to `Shifts app --> Configuration --> Shift Plan`. Then, click New to create a new record.
There are 3 period types: Weekly, Monthly and Yearly.
Weekly
You can configure the working hours for each date in a week.
Monthly
You have 3 three options for Day of Month.
- Date of month: you input a date of month, from 1 to 31
- Last date of month
- Day of week: you can select the week by its order: First, Second, Third, Fourth, Fifth or Last week.
Shift Templates
The Odoo Shifts application provides the ability to customize and configure shift templates, which can be used to expedite the shift-creation process.
These templates can be created and personalized in the application, and then selected from an shift form, in order to quickly apply a series of settings and elements to the new shift, all of which can be further modified, if needed
Shift templates page
To begin, navigate to `Shifts app --> Configuration --> Shift Templates`. Doing so reveals the Shift Templates page. Here, find all the existing shift templates in the database.
Create shift template
Clicking the New button in the upper-left corner. Doing so reveals a blank shift template form that can be customized in a number of different ways.
Start by providing the shift template with a name in the Shift Template field, located at the top of the form. Then, input some general information:
- Venue
- Tags
- Company
- Organizer
- Responsible
- Limit Registration
- Badge
- Create Shifts Periodically?: tick on it
- Recurring Plan
- Start date
- End date
- Tickets:
- Name
- Role: e.g Cashier,..
- Self-Register: tick on it if you allow the attendee register the shift by themselves
- Maximum Attendees
- Commnuication: configure the way to send email notification to attendee
- Note
Shift Materials
If the Shift needs some materials: e.g Screen, Projector,.. The Odoo Shifts application helps you manage all these things.
Shift materials page
To begin, navigate to `Shifts app --> Configuration --> Shift Materials`. Doing so reveals the Shift Materials page. Here, find all the existing materials in the database.
Create shift material
Clicking the New button in the upper-left corner.
Input some information:
- Name
- Roles: list of available roles for the material.
- Default Role
- Working Time
Shift Roles
The Odoo Shifts application helps you manage all roles needed for the Shift: e.g Cashier, Reception.
Shift roles page
Navigate to `Shifts app --> Configuration --> Shift Roles`. Doing so reveals the Shift Roles page. Here, find all the existing roles in the database.
Create shift role
Clicking the New button in the upper-left corner.
Input some information:
- Name
- Resources: list of available resources for the role.
- Color
Shift Stages
Navigate to `Shifts app --> Configuration --> Shift Stages` to find all the existing stages in the database.
Create shift stage
Clicking the New button in the upper-left corner.
Shift Tags Categories
Navigate to `Shifts app --> Configuration --> Shift Tags Categories` to find all the existing tags in the database.
Create shift tag
Clicking the New button in the upper-left corner.
Mails Schedulers
Navigate to `Shifts app --> Configuration --> Mails Schedulers` to find all the existing mails in the database.
Mail schedulers will be created automatically based on the configuration from tab `Communication` of the Shift.
Shift Creation
Shifts can be manually created from scratch or built off of pre-made templates. Once launched, the Shifts application then integrates with the registration of the shift for attendees.
Create Shift
To create a new shift, begin by navigating to the Shifts app to land on the default Shifts dashboard, in the Kanban view. From there, or alternatively from the List, click the New button in the upper-left corner of the dashboard to open up a new shift form.
The following are fields found on an shift form:
- Shift Name: the title of the shift. This field is required
- Date: when the shift is scheduled to take place. This field is auto-populated, but modifiable, and is required.
- Template: choose a pre-configured shift template from the resulting drop-down menu.
- Tags: add any corresponding tags to briefly describe the shift (e.g. Online, Conference, etc.). Multiple tags can be added per shift.
- Organizer: designate the organizer of the shift (a company, contact, or employee).
- Responsible: designate a user in the database to be responsible for this shift.
- Company: designate which company in the database to which this shift is related. This field only appears if working in a multi-company environment. This field is auto-populated, but modifiable, and is required.
- Venue: enter shift venue details. This field pulls pertinent information from the Contacts application. Alternatively, Venue information can be manually added in this field, as well. At the very least, there must be a venue name, address, city, zip code/region, and country entered
- Limit Registrations: if this checkbox is ticked, a limit to the amount of registrations is added to the shift, and that desired limit amount must be entered in the blank field before Attendees.
- Badge Dimension: select a desired paper format dimension for shift badges. The options are: A4 foldable, A6, or 4 per sheet.
- Badge Background: if desired, click the Upload your file button to upload a custom background image for shift badges.
When the above fields in the shift form have been adequately filled in, move on to the tabs at the bottom of the shift form for further customization.
Those tabs are: Tickets, Communication, and Notes.
Tickets tab
Create custom tickets (and ticket tiers) for shifts in the Tickets tab of an shift form.
To create a ticket, click Add a line in the Tickets tab. Then, enter a name for the ticket (e.g. Cook or Cashier) in the Name field.
Next, set the role of the ticket which attendee or material will play (e.g. Cook or Cashier, or Tools)
Next, determine the value of Self Register to allow the attendees register the ticket by themselves.
Then, determine a Registration Start and End date in their respective fields. To do that, click into the blank field to reveal a calendar popover. From there, select the desired date and time, then click Apply.
Then, if desired, designate a Maximum amount of that specific ticket that can be registered.
The Taken column populates with the number of tickets that are sold.
Communication tab
In the Communication tab of an shift form, create various marketing communications that can be scheduled to be sent at specific intervals leading up to, and following, the shift.
Note
By default, Shift app provides three separate pre-configured communications on every new shift form. One is an email sent after each registration to confirm with the attendee. The other two are email event reminders that are scheduled to be sent at different time intervals leading up to the shift to remind the recipient of the upcoming shift.
To add a communication in the Communication tab, click Add a line. Then, select the desired type of communication in the Send field.
Select an existing email template from the Template drop-down menu
Next, define the Interval, Unit, and Trigger from their respective drop-down fields, letting Odoo know when the communication should be sent.
The Unit options are: Immediately, Hours, Days, Weeks, and Months.
Then, select an option from the Trigger drop-down menu. The options are: After each registration, Before the event, and After the event.
The Sent column populates with the number of sent communications. And, beside the number are different icons that appear, depending on the status of that particular communication.
The status of Running is represented by a (three gears) icon. The status of Sent is represented by a (checkmark) icon. And, the status of Scheduled is represented by an (hourglass) icon.
Notes tab
In the Notes tab of an shift form, users can leave detailed internal notes and/or shift-related instructions/information for attendees.
In the Note field of the Notes tab, users can leave internal notes for other employees, like âto-doâ lists, contact information, instructions, and so on.
In the Ticket Instructions field of the Notes tab, users can leave specific instructions for people attending the shift that appear on the attendees ticket.
Automatic Creation
There is a scheduler (Cron) which runs weekly (by default) to create the shifts for recurring shift templates: Shift: Automatic Creation
You need to configure the shift template (Shift app --> Configuration --> Shift templates):
- Recurring: enable the option Create Shifts Periodically?. Select the Recurring Plan, and choose the date range
- Attendees: this's the team of the template. Right after the shift created, the registrations for Attendees will be created as well.
- Materials: the list of materials needed for the created shifts
Schedule and Planning
Shift Schedule
Navigate to `Shifts app --> Schedule` to find all the upcoming and running shifts in the database.
You can schedule the Shifts for Attendee (Schedule --> Open Shifts) or Material (Schedule --> By Material)
Open Shifts
Navigate to `Shifts app --> Schedule --> Open Shifts`
On the card of Shift, click on an (plus) icon to register the attendee for Shift.
Most of the fields will be pre-filled. You only need to select the Shift Ticket
Schedule by Material
Navigate to `Shifts app --> Schedule --> By Material`
On the card of Shift, click on an (plus) icon to register a Material for Shift.
Most of the fields will be pre-filled. You only need to select the Shift Ticket and Material
Gantt View
Both menu Open Shifts and By Material have a gantt view mode, click on an (gantt) icon to view the shift in Gantt view.
Shift Planning
Navigate to `Shifts app --> Planning` to find all the upcoming and running shifts, planning by Attendee or by Material or by Role.
These plannings are displayed in Gantt view by default.
Planning by Attendee
Navigate to `Shifts app --> Planning --> By Attendee`
Planning by Attendee
Navigate to `Shifts app --> Planning --> By Material`
Planning by Role
Navigate to `Shifts app --> Planning --> By Role`
Registration Desk
Use the Registration Desk feature in Shifts app to grant access to registered shift attendees as they arrive.
Registration Desk page
On a mobile device (in a browser), open the Shifts app, and click the Registration Desk to view the Registration Desk page..
At the bottom of the Registration Desk box, there are options to either Scan a badge or Select Attendee.
Scan a badge
From the Registration Desk Page, selecting the Scan a badge option..
Odoo must be granted access to the camera being used for the Scan a badge option to work.
Once Odoo has access to the camera, a Barcode Scanner pop-up window appears, showing the cameraâs point-of-view. There is also a specified view finder box present, whose size can be manually modified, accordingly, using the (crop) icon.
When the badge code is in the middle of the view finder box, the code is scanned, the Barcode Scanner pop-up window disappears, and the attendee is granted access to the shift. Once the code is scanned, their attendance is logged in the Odoo Shifts app.
Select attendee
Manually grant access to shift attendees. From Registration Desk page, selecting the Select Attendee option.
On the Attendees page, each attendee card displays that personâs name, which shift they are registered to attend, their associated company (if applicable), what ticket, along with two buttons: a (checkmark) and (counter-clockwise arrow).
To grant access to a person, marking them as attended, click the (checkmark) button on that attendeeâs card.
Click the (counter-clockwise arrow) button on an attendeeâs card to undo the previous action.
Access Right
There are 2 access groups appear on the form view of User: Shifts and Registrations
Group: Shift
This group will be granted to Shift users. This group has 3 levels: Registration Desk, User and Manager
Group: Registration
This group has only 1 level. You grant this group to Attendee user which allows them to register to the Shift by themselves.
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