When an account and a single site have been selected (using the filters), you will have the option to replicate the existing jobs (or activities) for your resources—for a week or fortnight.
The "Replicate Activities" button is accessed on the service management console and becomes active when a single location has been entered—this enables the filtered activity records (for a resource) to be replicated from one period to another.
When the "Replicate Activities" button is selected, a new screen will appear where the current period is shown in the "Source Period" section (this can be modified). However, a maximum of two weeks can be selected. The section named "Replication Period" will be automatically populated with the corresponding period displayed in the source period (once again, this can be modified for a period of up to two weeks).
If skip holidays is checked, it will not replicate the records if they fall on a "Holiday" record.
When "Save" is selected, a validation check is performed on the resource’s availability for the activity times. This validation will check if the resources have any availability set and ensure there are no conflicting jobs or activities. If there are conflicts, these will be displayed on an activity-by-activity, and resource-by-resource basis.
If the resource does not have any availability for the full period of the activity, then this will be displayed with the preface "No Availability." If the resource has an unavailability record at the time of the proposed activity, then each record will be displayed with the prefix "AVAIL."
The resolution options, when a resource does not have any availability or has a conflicting unavailability record, are:
Keep: This will continue with the activity creation and disregard the resource's availability.
Cancel: This will not create the activity.
If the resource has a conflicting job, then each record will be displayed with the prefix "JOB." The resolution options when a resource has a conflicting job are:
Keep: This will continue with the activity creation so the resource will have a job and activity that overlap.
Cancel: This will not create the proposed activity.
If the resource has a conflicting activity, then each record will be displayed with the preface "ACT." The resolution options when a resource has been allocated to activity for the proposed time are:
Keep: This will continue with the activity creation so the resource will have activities that overlap.
Cancel: This will not create the proposed activity.
The "Replicate Job" button is accessed on the service management console and becomes active when a single location has been entered—this enables the filtered job records for a resource to be replicated from one period to another.
When the "Replicate Jobs" button is selected, a new screen will appear where the current period is shown in the "Source Period" section (this can be modified). However, a maximum of two weeks can be selected. The section named "Replication Period" will be automatically populated with the corresponding period displayed in the source period (once again, this can be modified for a period of up to two weeks).
There is one more option "Services to Replicate" that enables the services being delivered at the site to be filtered.
All services from the period selected to replicate will be shown.
Services can be removed by clicking on the small "X" next to the service.
If a service has been removed but needs to be restored type in the service name and select it.
If skip holidays is checked, it will not replicate the records if they fall on a "Holiday" record.
When "Save" is selected and "Replicate Resources?" is checked then validation will be done on the resource’s availability for the job times. This validation will check if the resources have any availability set and ensure there are no conflicting jobs or activities. If there are conflicts, these will be displayed on a job-by-job and resource-by-resource basis.
If the resource does not have any availability for the full period of the job, then this will be displayed with the preface "No Availability." If the resource has an unavailability record at the time of the proposed job, then each record will be displayed with the prefix "AVAIL." The resolution options when a resource does not have any availability or has a conflicting unavailability record are:
Keep: This will continue with job creation and disregard the resource's availability. The job will be created in a "Pending Dispatch" status.
Unallocate: This will remove the resource from the job (remove their job allocation). If this is the only resource on the job, then the job will be created in a "Pending Allocation" status. If there are other resources on the job, then these will remain, and the job will be created in a "Pending Dispatch" status.
Cancel Job: This will remove all resources from the job and will not create the job.
If the resource has a conflicting job, then each record will be displayed with the prefix "JOB." The resolution options when a resource has a conflicting job are:
Keep: This will continue with job creation so the resource will have two jobs that overlap. The job will be created in a "Pending Dispatch" status.
Unallocate: This will remove the resource from the proposed job (remove their job allocation). If this is the only resource on the job, then the job will be created in a "Pending Allocation" status. If there are other resources on the job, then these will remain, and the job will be created in a "Pending Dispatch" status.
Overwrite: This will remove the resource from the existing job and create a new job in a "Pending Dispatch" status. If the existing job resource only had this resource, the status would be changed to "Pending Allocation."
Cancel Job: This will remove all resources from the job and not create the proposed job.
If the resource has a conflicting activity, then each record will be displayed with the preface "ACT." The resolution options when a resource has been allocated to the Job for the proposed time are:
Keep: This will continue with the job creation so the resource will have a job and activity that overlap. The job will be created in a "Pending Dispatch" status.
Unallocate: This will remove the resource from the proposed job (remove their job allocation). If this is the only resource on the job, then the job will be created in a "Pending Allocation" status. If there are other resources on the job, then these will remain, and the job will be created in a "Pending Dispatch" status.
Cancel Job: This will remove all resources from the job and not create the proposed job.
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