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
-
Download the irregular shift schedule template
- Obtain the Excel template provided by Factbird. Excel Template
- Obtain the Excel template provided by Factbird. Excel Template
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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.
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Submit the completed template
- Send the completed Excel template to Factbird Support for validation and import.
- Send the completed Excel template to Factbird Support for validation and import.
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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.
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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.