logo
PlannerAssign Machine Shifts

Assign Machine Shifts

Plan or update the shift schedule for one or more machines over a selected week.

Goal

Set the planned shift coverage for machines across a selected week.

Before You Begin

Admins or planners responsible for weekly machine coverage.

  • Roles: Admin, Manager
  • Entry points: /scheduler

Begin on the Scheduler page.

Preconditions

  • The machine list is available.
  • Shift definitions already exist.

Steps

Select one or more machines

Select one or more machines.

Choose the week to plan

Choose the week to plan.

Review the machine rows and daily columns for that

Review the machine rows and daily columns for that week.

Mark the shifts that should apply on each day

Mark the shifts that should apply on each day.

Save the pending changes when the weekly plan looks

Save the pending changes when the weekly plan looks correct.

Decision Points

  • Whether to plan a single machine or a filtered group.
  • Whether to keep pending edits or clear them before saving.

Expected Result

The weekly shift plan is stored and reused by machine-level views and reporting.

Common Problems and Edge Cases

  • An empty state appears until machines are selected.
  • Unsaved changes remain local until the user clicks save.
  • The view is week-based, so users may need to move backward or forward to reach the right planning window.

Use these page links to move laterally through the platform and keep context as you go.