Configuring Schedule Views

Snap Schedule 365 provides you a variety of settings that you can configure in order to make your scheduling experience more productive. Additionally, your settings only apply to you; the other schedulers are not affected by your schedule view configuration.

Filtering Schedule View Data

When you apply a filter, Snap Schedule 365 will display only rows that meet the criteria you specified and hide rows that you do not want displayed. Filters are additive, meaning that each additional filter is based on the current filter and further reduces the subset of data. You can specify filters by clicking in the menu bar.

Snap Schedule 365 allows you to filter both employee and shift data. If both filter options are set to None or have no parameters set, then all data will be displayed. The following table lists the entities by which you can filter your data and the filter option that the entities are under:

Filter Entity Quick Filter Entities Custom Filter Entities
Employee active/inactive employees, positions, home locations active/inactive employees, positions, home locations, employee teams
Shift active/inactive shifts, shift categories, locations active/inactive shifts, shift categories, locations, shift names

Custom Filters

Snap Schedule 365 allows you to store custom filters for your schedule views. With a filter option of Custom, you can select a custom filter from the drop-down list and click Edit to edit the filter, or Delete to delete the filter.

A custom filter description is required for all custom filters. Check each box that you would like to use as filter entities and click the corresponding button to choose as many data entries as you want to include in your custom filter. Click Save when you are done.

Resizing cells:

When data in a cell exceeds the width (or height) of a cell, the information may not be completely visible as the cell's contents may be cut off. You can manually resize the rows and columns of the grid to better fit the cell contents. The shifts column width can be resized independently of the content columns and content rows.

To resize, click and then click Row & Column Sizes. Type in your desired dimensions into each box and click OK to save your changes. Click Cancel to cancel the process.

Setting Display Interval

Think of the display interval as a moving window over the perpetual scheduling calendar. Each date in the interval occupies one column in a schedule view. The following table lists schedule views and their corresponding display interval values:

View Display Intervals
Daily By Employee 1, 2, 4, and 6 weeks
Daily By Shift 1, 2, 4, and 6 weeks
Shift 1 day or 1 week
Task By Employee 10, 15, 20, 30, and 60 minutes
Task By Task 10, 15, 20, 30, and 60 minutes
Punch 10, 15, 20, 30, and 60 minutes

In the menu bar, click the drop-down arrow next to and select one of the available display intervals.

Setting Schedule View Detail Level

In the Daily View by Employee, a shift assignment is represented by a rectangle whose background color is the same as the background color designated for the shift. This helps you quickly visualize shift patterns for rotating shift schedules. You can select what additional shift details to show in this rectangle by using the commands listed on the Configure Display menu. Click the drop-down arrow next to to change the default values and specify what you want to show for each of the three levels.

Detail Level More This option presents the most details in each schedule view cell.
Detail Level Normal This option substitutes full descriptions with abbreviated codes.
Detail Level Less If you would like to have the most assignments shown, select this option.

Showing/hiding hours and labor costs summary:

Click and then Summary Information. Check/uncheck any of the boxes to configure what is displayed in the summary rows and columns. The total hours can be any combination of the work hours, on-call hours, and paid time off hours.

Showing/hiding the Chooser

By default, the Assignment Chooser is docked on the right side of the schedule view window. The Assignment Chooser allows you to assign employees, shifts and time offs. If you prefer to use the right click menu over drag-and-drop scheduling, you can hide the Assignment Chooser to make more room for displaying shift assignments.

To show/hide the Assignment Chooser, click the drop-down arrow next to and select Show / Hide Chooser.

By default, only applicable items will be shown in the Assignment Chooser. You can click to filter and sort data. Click Assign to create assignments, or Request to make a request.

Sorting Schedule View Data

There are times when you will want schedule view data to be sorted, or arranged, in a particular order. Sorting employees and their assignments can help you quickly organize your schedule and find what you want. From the menu bar, click . Snap Schedule 365 gives you the option of sorting by more than one criterion, making sorting additive. For each sort criterion:

  1. You can sort by:
  2. You can sort data in either ascending or descending order.