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How to import an irregular production shift schedule

SUMMARY

Use this guide to import an irregular production shift schedule into Factbird. If your production schedule cannot be represented by a standard repeating weekly schedule, you can use the Factbird Excel template to submit a custom schedule for validation and import.

WHEN TO USE THIS

Use this guide if:

  • Your production schedule changes frequently.
  • A repeating weekly shift schedule is not suitable.
  • You need to import a custom shift schedule into Factbird.

PREREQUISITES

Before starting:

  • You have received the Factbird irregular shift schedule Excel template.
  • You know the production dates and shift times that need to be imported.
  • You have permission to configure shift schedules or can contact Factbird Support.

STEPS

  1. Download the irregular shift schedule template
  2. Complete the template

    • Enter the required production dates.
    • Enter the start and end time for each shift.
    • Complete any additional required fields in the template.

    Tip

    • Review the completed template carefully before submitting it to ensure all shift information is correct.
       
  3. Submit the completed template
    • Send the completed Excel template to Factbird Support for validation and import.
       
  4. Wait for validation
    • Factbird will review the schedule to ensure the data is valid and can be imported successfully.
    • If any issues are identified, you may be contacted to correct the template.
       
  5. Confirm the imported schedule
    • Once the import has been completed, verify that the shifts appear correctly within Factbird.
    • Confirm that the dates and production times match the submitted schedule.

EXPECTED RESULT

After completing these steps:

  • Your irregular production shift schedule has been imported into Factbird.
  • Shift-based reporting and production calculations use the imported schedule.
  • Production is reported according to the configured custom shift pattern.

TROUBLESHOOTING

Issue: The schedule cannot be imported.

  • Try: Verify that all required fields in the Excel template have been completed.

  • Try: Ensure the shift dates and times are entered in the correct format.

Issue: The imported shifts are incorrect.

  • Try: Review the submitted Excel template for errors.

  • Try: Contact Factbird Support if the imported schedule does not match the submitted template.

Issue: Production is not being reported against the expected shifts.

  • Try: Confirm the correct schedule has been imported.

  • Try: Verify that the production line is assigned to the imported schedule.

STILL NEED HELP?

Contact Support and include:

  • The completed shift schedule template.
  • The production line name.
  • The dates affected.
  • A description of the issue.

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