Create a shift-based schedule plan

Create a scheduled plan for standard tasks based on shift configuration of a functional location.

Avant de commencer

Role required: sn_icw_std.standard_author

To use shift-based scheduling with automatic time zone and time frame calculation, make sure that the following additional prerequisites are met:

• Industrial shift configurations are defined for the functional location associated with the manufacturing standard.
• The site location record linked to the functional location has a time zone defined. If the time zone isn’t defined, the system uses the logged-in user's time zone, which may cause tasks to be generated at unexpected times.

Pourquoi et quand exécuter cette tâche

In the Create a standard schedule plan procedure, you can create a customized schedule. If you want to create a shift-based schedule, select the Shift option at the top of the form before configuring the recurrence pattern.

Procédure

1. Select one or more shifts.

   The available shifts are determined by the industrial shift configuration associated with the functional location. When you enable shift-based scheduling:

   • The Start date/time and End date/time fields are hidden.
   • A Start date field is displayed with date only. Select the date from which the schedule plan starts initiating tasks.
   • The system automatically calculates the start and end time frames based on the selected shifts and the production day configuration of the functional location.

   For more information about shift-based scheduling, see Shift-based scheduling for manufacturing standards.

2. Verify the time zone displayed on the custom schedule page.

   The system automatically applies the time zone from the factory location. If a warning is displayed indicating that the time zone isn’t defined, you can:

   • Select a different time zone from the displayed Timezone field.
   • Select the link in the warning to navigate to the location record and add the missing time zone.

Résultats

For shift-based schedules, the system generates standard tasks sequentially, one shift at a time, aligned with the shift boundaries defined in the industrial shift configuration. The system automatically manages the task lifecycle:

• Tasks are released at the start of each selected shift on the scheduled dates.
• Tasks that aren’t completed within the designated shift window are automatically expired.
• Duplicate events and tasks are detected and cleaned up during schedule updates.
• If the schedule is deactivated or modified, the system invalidates pending occurrences and adjusts future task generation accordingly.