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On this screen, you can find the full list of existing workload plans and edit their basic attributes (name, code, code color, description).

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nameIMG - workload plans tab
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titleWho can access this screen?

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Interface and Navigation
Interface and Navigation
nameSECURITY - App admin + App Resource Admin
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titleHow to get to this screen?

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Workload Plans tab

Workload Plans tab

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Access

Permissions

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nameGO TO - Workload plans tab
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Workload Plan details

On this screen, you view and edit all workload plan attributes.

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nameSECURITY

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- App admin + App Resource Admin
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titleHow to get to this screen?

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Workload Plans tab
Workload Plans tab
nameGO TO - Workload plan details
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Navigation steps

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nameGO TO - Workload

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plans tab

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Workload Plan details

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  1. Administration - Workload plans
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nameGO TO - WP tabGO TO - Workload plan details

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    nameNAV - wrench icon Administration - resourcesWorkload plans
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    nameNAV - Administration - Workload plansplan details
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nameGO TO - WP Details screenAssigned resources

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    nameNAV - wrench icon - resources
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    nameNAV - Administration - WP - Details screenWorkload plan details
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  1. Click the Assigned resources icon (blue star) .

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nameIMG - MINI - Workload Plan tab
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nameIMG - MINI - Assigned resources
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nameMINI - WP details - Basic
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nameMINI - WP details - Max weekly workload
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nameMINI - WP details - Workload Distributiondistribution
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nameMINI - WP details - Default status
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nameWP details - Assigned resources
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nameIMG - WP assignment to users (list)
AA - workload plans (workload plans tab)

Available Actions:

  • add - workload plan

  • edit - workload plan

  • delete - workload plan

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nameSTEPS - add new WP

  1. Click the Add new iconbutton

  2. Provide

    1. workload plan name

    2. code

    3. code color

    4. description

  3. Click Save

  4. Go to the workload plan details (blue star) page to set

    1. max weekly workload

    2. work hours

  5. Click Save

Workload plans (add).mp4
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nameSTEPS - edit WP (basic)

  1. Click the Edit icon (blue star)

  2. Modify workload plan attributes

    1. name

    2. code

    3. code color

    4. description

  3. Click Save

workload plan - edit (basics).mov
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nameSTEPS - edit WP (all attributes)

  1. Click To access workload plan details, click the

    1. workload plan name OR

    2. the Details icon (blue star)

  2. Edit workload plan attributes

  3. Click Save

workload plan - edit (details icon).mov
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nameSTEPS - delete WP (bin icon)

  1. Click In the Workload plans tab, click the Delete icon (blue star)

  2. Click Delete

workload plan - delete (bin icon).mov
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nameSTEPS - delete WP (Delete button)

  1. Go to the workload plan details

  2. Click Delete

  3. Click Delete to confirm

DELETE - workload plan (workload plan details) .mov

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nameAA - workload plans (workload plan assignments)

Available Actions:

  • add -

delete (button)

  • workload plan assignment

  • delete - workload plan assignment

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nameSTEPS - ADD plan to users

  1. Click the Assigned resources icon (blue star)

  2. Provide assignment details

    1. User name

    2. enter efficiency

    3. enter start date

  3. Click the add button (blue star)

  4. Click Assign to confirm

  5. To review all workload plans assigned to a user, click on a user name to go to their page

ADD user to a plan.mov
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nameSTEPS - DELETE users from a plan

  1. Click the Assigned resources icon (blue star)

  2. Click the Delete icon (blue star)

  3. Click Confirm

DELETE user from a plan.mov