– Login from bookmark or email
– Meaning of ‘-x-‘
– Settings (insert shift)
– Autologout
– Goal: no red cells
– Drag name to shift
Trainer: Login from email or bookmark, then
after entering language and names (or skipping that)
You will see a message box which tells you what you can do. Does that work?
Trainee: yes
Trainer: ok, now drag the top x to a shift.
-x- means that this shift is intentionally not set (like friday afternoon or so, when nobody works)
does that work?
Trainee: yes
Trainer: ok
now click the top right gears button
Then you should see the settings for users as well as shifts as well as other settings. can you see that?
Trainee: alright i opened
Trainer: type ‘test55’ into the shift column
then type 17:30 into the start column, to set the beginning of the shift
then set 1 into the number column (this is needed, if more than 1 person works in the same shift, like reception or so)
then hit the green plus, to add the shift to the database
does it work for you?
Trainee: yes
Trainer: then close the settings page with top right “x” button and see the roster. You now should see some test users and the names you have entered upon startup, right?
Trainee: right
Trainer: It may happen that nothing works anymore. The reason then is that you are logged out, which happens after 5-10min of inactivity to prevent others from using your name in the system
in that case log in again
Trainee: its done
Trainer: the plan is perfect when there is no red field. So we either need to set the shifts to -x- or assign names to the shift. red fields means that planning is needed
Now drag a name from the right employees list to a shift (which is one of the red cells) and drop it there. Attention: you cannot drag to days before yesterday to allow documentation of who did what.
Then drag the -x- fro the employees list to a shift
Trainee: okay sure
Trainer: That is the basic principle, how sanoplan works. Everything is drag and drop, no typing needed except for setting (= new users etc).
At the beginning there will be a pop up which tells you what you can do next (like ask for assistance, add settings, drag a user to a shift etc.). You can switch this hint off by setting a checkmark in the corresponding field.
Trainer: Before you start working with the artificial intelligence, you must first let it learn for at least 1-2 weeks so that it remembers who else is suitable for certain tasks.