---
title: How to use Shift schedule
description: The Shift schedule site shows a calendar over a unit.  The shifts are represented by grey boxes.  A shift is represented by a period, where a unit is scheduled to be producing goods. This period also
---

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# How to use Shift schedule

### Introduction

- This guide describes how to use the **Shift schedule**. This site is used to plan, when a unit should be producing goods and its scheduled production time.

The **Shift schedule** site shows a calendar over a unit.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005307680mceclip0.png)

The shifts are represented by grey boxes.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005351819mceclip1.png)

A shift is represented by a period, where a unit is scheduled to be producing goods. This period also represents the period where the data is included in the OEE calculation. This can be found on other pages like **OEE** under **Reports**, and **Production status** under **Views**.

A period in the calendar for a unit that is not included in a shift (04:00-05:00 in the example).

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005308620mceclip3.png)

Will be excluded in the OEE calculation (Used site **Production status**).

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005352559mceclip4.png)

One can see the period that is excluded, as it is represented as a **scheduled loss** in the timeline graph.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005352619mceclip5.png)

This is because no production is scheduled for this period.

### Setup

Go to the "**Shift schedule**" menu.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005308900mceclip6.png)

### Create a shift

Select the unit.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005312000mceclip37-1.png)

There are 2 ways to create a shift.

1. Double click calendar.
2. Right click calendar.

### Double click calendar.

Double click the hour, where you wish to create a shift.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005353039mceclip7-1.png)

A **Schedule Details** pop-up will be shown.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-44-14-78-PM.png)

Provide the following:

**Select Shift.**

Select the shift type, which best describes the shift you are about to create.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-44-51-31-PM.png)

**Start of Schedule.**

Select the start date and time of the shift (If it is not already correct, based on the date and time you double-clicked).

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-45-32-81-PM.png)

**End of Schedule.**

Select the end date and time of the shift.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-45-52-01-PM.png)

**Repeat.**

This setting can make the shift repeat itself after the period set in **Start of schedule** and **End of schedule**.

- Don't repeat.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-46-45-34-PM.png)  
  The shift doesn't repeat itself.
- Hourly  
  Hourly recurrence makes the shift repeat itself hourly  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-53-11-41-PM.png)  
  You can set how many hours there are til the next shift.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-53-41-41-PM.png)

- Daily.  
  Daily recurrence makes the shift repeat itself daily  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-47-18-77-PM.png)
  
  You can set how many days there are til the next shift.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-52-10-46-PM.png)  
   And when the repeat should end.
  
  ![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005309600mceclip15.png)

- Weekly  
  Weekly recurrence makes the shift repeat itself on days of the week.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-48-01-41-PM.png)
  
  You can set how many weeks there are til the next shift.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-51-43-80-PM.png)  
  Which of the days in the week, the shift should occur.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-48-32-35-PM.png)
  
   And when the repeat should end.  
  ![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005309600mceclip15-1.png)

- Monthly  
  Monthly recurrence makes the shift repeat itself monthly.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-49-01-36-PM.png)
  
  You can set how many months there are til the next shift.
  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-51-25-25-PM.png)  
  Which day of the mouth, the shift should occur.
  
  ![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005309960mceclip24.png)  
   And when the repeat should end.  
  ![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005309600mceclip15-2.png)

- Yearly  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-49-22-37-PM.png)  
  You can set how many years there are til the next shift.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-50-58-81-PM.png)  
  The date the shift should occur.
  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-50-45-00-PM.png)  
   And when the repeat should end.
  
  ![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005309600mceclip15-3.png)

**Comment.**

You can add a comment to the shift.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-54-32-77-PM.png)

**Copy to Other Units.**

You can select other units, that should have a copy of this shift.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-55-13-38-PM.png)

When you are done, click "**OK**" to create the shift.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-57-18-90-PM.png)

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005310460mceclip34.png)

Now your shift for the unit is created and the period the shift covers is consisted in the scheduled production time for the unit.

### Right click calendar

Right click the hour, where you wish to create a shift and select **New Entry**.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005310660mceclip36.png)

Fill out the information in the **Schedule Details** pop-up, just as shown in [Double click calendar.](https://kb.dataintel.dk/how-to-use-shift-schedule#DoubleClickCalendar)

### Duplicate Shifts

You can copy all the shifts from one unit to another unit.

Select the unit, which shifts you wish to copy.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005312140mceclip38.png)

Click the **copy button**.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005357259mceclip39.png)

In the pop-up, select the unit you wish to copy the shifts to (**All the shifts that the unit already has will be removed**).

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005312540mceclip40.png)

Click "**Duplicate**".

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005357819mceclip41.png)

A notification is shown, when the duplication is done.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005312700mceclip44.png)

### Shift details

The information shown in the shift boxes are the following:

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005313400mceclip48.png)

- **Shift's type**. It is the shift type you selected.  
  ![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005309160mceclip9-2.png)
- **Shift's start time**. It is the start date time, you set in "**Start of schedule**".  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-45-32-81-PM.png)
- **Shift's end time**. It is the end date time, you set in "**End of Schedule**".  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-45-52-01-PM.png)
- **Shift repeat**. This icon is shown, if you have used a repeat.  
  ![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-12-47-18-77-PM.png)

### Edit Shift

To edit a shift, double click.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005313980mceclip50.png)

A pop-up will be shown, where you can edit the shift you clicked or you can edit it and all the recurrence of it.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-01-14-52-31-PM.png)

### Delete a shift

To delete a shift, click it.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005359939mceclip53.png)

And click the trashcan icon.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005314540mceclip54.png)

Select if you want to **delete series** or **delete entry**.

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-01-15-53-56-PM.png)

Clicked "**Delete entry**":

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005314760mceclip56.png)

Clicked "**Delete series**":

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005360439mceclip57.png)

### Calendar tools

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005360899mceclip59.png)

Click "**Day**" to view per day.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005315260mceclip61.png)

Click the date to change it.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005361159mceclip62.png)

Click the date in the pop-up to go from selecting day to selecting month. Click again to select year and so on.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005361299mceclip63.png)

Click the year to select it, then click the month and last the day.

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005361379mceclip64.png)

The orange line in the calendar shows the current time for the unit, in its given timezone (You can see the timezone under **Units** in **Configuration**).

![](https://kb.dataintel.dk/hubfs/Knowledge%20Base%20Import/eltronic.zendesk.comhcarticle_attachments360005361439mceclip65.png)

![](https://kb.dataintel.dk/hubfs/image-png-Mar-30-2022-01-17-16-36-PM.png)

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