Schedule Patterns

You define common schedule patterns that can then be used as templates to define schedules assigned to resources. Categories set up by your administrator are assigned to define whether a resource is available or not available. There are three ways to define patterns:

Service department calendar based example

The service department works Monday to Friday, 09:00 to 17:00. A calendar based pattern named Service Work Week can be created as follows:

Shift Name (Day) Start Time Duration Category
Monday 09:00 8 hours Available
Tuesday 09:00 8 hours Available
Wednesday 09:00 8 hours Available
Thursday 09:00 8 hours Available
Friday 09:00 8 hours Available
Emergency pager duration based example

The company has a deal with the local authorities to respond to serious cases like poisonous snakes, alligators, and bears. This is a 24x7x365 deal for which the service department operates an emergency pager schedule.

The service department has 4 emergency response teams that are on call once every four weeks. Since it is 24 hours a day service there is no need to define a workday. Instead we create a pattern with the shift name Emergency Week with a duration of 7 days and a category of Available. And a second pattern called Emergency Unavailable with a duration of 7 days and the category Unavailable.

A pattern can include other patterns within its sequence. We now create a duration-based pattern called Emergency Monthly. It consists of the following:

Sequence Shift Name Duration Category
1 Emergency Week 7 days Available
2 Emergency Unavailable 7 days Unavailable
3 Emergency Unavailable 7 days Unavailable
4 Emergency Unavailable 7 days Unavailable

When a schedule based on this pattern is later assigned to resources, different resources are scheduled to start the pattern at different points in the pattern: week 1, week 2, and so on.

Call center day based example

The call center is staffed around the clock Monday through Friday. To achieve this they operate 3 shifts. These shifts are defined using Create Shift.

Employees rotate by working the morning shift one week, then the day shift the next week, and the night shift the third week, creating a total 21 day pattern. We create a day based pattern with a length of 21 days, called Call Center Rotation, as follows:

Sequence Shift Name Day Start Day Stop
1 Morning Call Center 1 5
2 Day Call Center 8 12
3 Night Call Center 15 19

Days 6-7, 13-14, and 20-21 are non-working days.