Update details of the shifts that you own

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Review and modify the details of the workplace shifts that you own in Workplace Core. You can modify the general shift details, and add or remove employees or workplaces associated with the shift.

    Before you begin

    Role required: sn_wsd_core.workplace_shift_owner

    Procedure

    1. Navigate to All > Workplace Safety Management > Shift Management.
    2. Select Owned by Me.
    3. Open the shift for which you want to view the details.
    4. Optional: Modify the shift details.
      1. Edit the details on the shift form.
        Table 1. Shift form
        Field Description
        Name Name of the shift.
        Schedule Schedule for the shift.

        For a general shift schedule, select General shift.

        Owner Shift owner who monitors activities during this shift.

        If you select a different user, you will lose access to this shift.

        State Status of the shift. Choose one of the following values:
        • Draft: Indicates that the shift details are incomplete.
        • Ready: Indicates that the shift is ready for assignments.
        • Cancelled: Indicates that the shift is cancelled.
        Region Region of the workplace site.
        Site Site location of the office campus.
        Campus Name of the campus in which the office building is present.
        Building Name of the building in which the office floor is located.
        Floor Name or number of the floor where the area is located.
        Area Area that is active for operation and use during this shift.
        Note:
        If this shift is applicable to all office buildings on your campus, you can leave the Building, Floor, and Area fields empty. The shift and its schedule will be automatically applied to all the records of buildings, floors, and areas associated with this campus.
      2. Select Update.
    5. Optional: Modify the list of employees assigned to this shift.
      1. In the Users related list, select Edit.
      2. Add or remove users.
    6. Optional: Modify the list of workspaces associated with this shift.
      1. In the Locations related list, select Edit.
      2. Add or remove areas and spaces.