Just like in Schedule, Base schedule features filters to allow you to specify what you want to see by removing everything in the view except what you have filtered on.
How to find the filter options:
- Go to the base schedule of your choice.
- Click on the "filter icon" in the menu. Note that the number on the filter icon indicates how many filter selections currently are active in the view.
We offer the following filter options in base schedule:
Shifts, tasks, unavailability according to agreement. Note: As Base Schedule doesn't feature dates, unavailability according to agreement is the only type of unavailability in Schedule available in Base Schedule.
Shift types. In the drop-down of the Shift type filter field we display shift types with the same details as in the shift type drop-down of the Add shift / Edit shift panel. This means: the shift type color appears in front of the shift type name, and after the shift type name, the times configured on the shift type will display.
Filter by assigned shifts and/or unassigned shifts.
Show only employees that either do have or that do not have at least one schedule item. Tip: Combine this filter option with the "Schedule items" option to, for instance, show only employees with one or more shifts.
Show only employees whose home unit corresponds to the selection made.
Filter employees based on them belonging to a specific section. A section only appears in the Employee section drop-down if at least one employee has a role directly on that section on today’s date specifically in the currently viewed period.
Filter shifts based on the section they take place on.
Employees, plus shared employees. In the drop-down’s values in this field you can search for: employee name only, employee badge number only, and both employee name and employee badge number.
Filter on skills you want for shifts.
The first time you go into the base schedule view you will see everything you can see in the schedule, i.e. no filters are pre-selected in the view.
The results from your filter field selections are impacted by the And/Or Toggle at the bottom of the filter panel.