Using AI in Sanoplan Scheduling
In general, AI systems work by ingesting large amounts of labeled training data, analyzing the data for correlations and patterns, and using these patterns to make predictions about future states.
This is exactly what sanoplan does with former duty roster data.
To access the AI, a login is needed. Here is how AI helps you to plan effectively and save time.
#1. AI can easily check who works on each day and who is skilled for certain activities and shifts.
#2. AI can be used as secondary help for planning and scheduling of staff.
#3. You can see who is available and not planned that day by holding the mouse (not clicking) above the date you want to plan. If you see names highlighted in green and popping up when you hover the mouse, it means that those people are available and not yet scheduled on that day.
#4 When you hover the mouse above a shift you see names on green or black background. Black means: this employee is skilled for this shift, but already planned for another shift (so you rather think twice if you want him to do both). In case you click his name anyway his name will be inserted in the selected shift, but marked with a red dot. Red dots mark all employees who are planned twice that day (this warning can be switched off).
#5. The green names mean, that these persons are skilled and available (not sick, not planned for another shift, user is ready to work this on weekdays, you can select them by simply clicking on that name and they are set for that shift.
#6. Alternatively you can drag someone from the employees list (from the right side of the screen) to a shift that is needed in case a new employee starts his work and needs training before he is shown in the skilled list.
#7. Full usage of AI :
Full usage of AI means the AI does the full planning and resolves conflicts if possible.
Just click on the blue head in the date field and the AI will fill as many shifts as possible with available and skilled employees.
If you have a wish list (someone wants a certain shift because he needs to see a doctor in the morning or so) drag this person to the wanted shift , then move the -x- to those shifts which intentionally are not needed and then click the blue brain
#8. The brain then optimizes the shifts as much as it can (selects a person to fill a shift and to keep the right 2nd person to fill the 2nd shift with the right skills) thus reducing the complexity and the normal back and forth moving to fill as many shifts as possible. Normally there is more than 1 person skilled for that shift, but not everyone can do every task. In case there are not enough employees available because of sick leave or so then the brain leaves the shift empty (red) for manual decision.
#9. After the brain has done its work, you can double check by holding the mouse above the top date. In most cases the list will be empty because resources are used up. In case there is someone left, either there is a red cell open without solution or there are more people available than needed so someone can take a day off (just drag him to absent at the bottom and mark with the right color code)