Scheduling Work Session Records
About Work Sessions And Their Date, Duration, And Progress Settings
Work Session records represent a specific unit of work that will be, or was done on a specific task.
Work Session record's have fields that capture the start and end dates and times, for their work
session.
They use this data to calculate the session's duration, and to determine the record's progress
status.
A finished Work Session record, like the one shown in this image has a start and end dates, and
a
duration.
They're always created for a single, specific task, and linked to it, because it's that task's work
it'll be doing.
When a Work Session record is created it has no start or end dates set, and no duration.
At this time
it's
considered as 'Unscheduled'.
This image show's an Unscheduled Work Session record.
As soon as a Work Session record's Start Time is set to a future date and time, the Work Session
record is
set to the 'Scheduled' status.
Because the record has no end time yet, it also has no duration
setting
either.
It's not shown in this image, but if the start time is the current time, or less than the
current time,
the Work Sessions status is set to 'In Progress'.
Setting The Work Session's Start Date
To give the Work Session record a start date you have two options.
If you want the start date to be the current date and time then click on the Start Timer hyperlink.
If you want the Start date to be in the future then click on the Change Start Time hyperlink.
After you click the Change Start Time hyperlink a very simple time and date editing dialog box is
displayed.
Just change the date, or time fields, to the settings that you want, and then click on the Accept
hyperlink.
Those settings will be applied to the Work Session record's Start Time field.
The Work Session record is now scheduled, and it's progress status switches to 'Scheduled'.
Assigning Workers To A Work Session
Most of the time when you schedule a Work Session record to start in the future, you also want to
assign
a
set of workers to do that session's work too.
Before a Work Session can have people assigned to it, the record must be linked to a single Work
Assignment
record, and this record can only be created by clicking on the Add Work To Team Members hyperlink,
in
any
window that displays it.
To create a Work Assignment record you need to start by opening the Work Session record in a Work
Session
Window.
Or, by locating and selecting one in an 'Index' type window such as the Work
Sessions Index Window (not shown).
If you've just created the Work Session record, then it's already being displayed to you in a Work
Session
Window.
Creating The Work Assignment Record
Now you can start assigning people to do the sessions work and to do that you'll need to click on the
Add
Work To Team Members hyperlink.
After you click that hyperlink, the software will create a Work Assignment record and
link
it
to your Work Session record.
The Work Assignment record takes care of keeping track of which Team Member and Team records are
assigned
to do the Work Session's work.
When Work Session records are displayed, they always look like a description of a record.
You don't see a
combination of their field names and values as you do with other database records.
Also, Work Session records are only ever displayed in the certain panels displayed inside the Team
Work
Services Window.
Adding Team Members To The Work Assignment
After the Work Session and Work Assignment records are linked to each other, the Team Work Services
Window is displayed
You'll use the panels in the center of that window to link the Work Assignment record, to the Team
Members you want to do the work.
This image shows a list of existing Team Member records that can be linked to the Work Assignment.
If the Team Members and/or Teams you need don't exist yet they can be created by clicking on the New
Team
and/or New Team Member hyperlinks and creating them.
Select The Work Assignment Record First
To link a Work Assignment to a set of Team Member records start by locating the Work
Assignment record in the panel on the left.
Then single click it to select it.
It'll turn light green and
it'll have a check mark set.
Adding The Team Members To The Work Assignment
Now, in the Team Members panel, click on each Team Member you want linked to the Work Assignment
record.
Each clicked record will turn light green and have its check mark set.
Finally, click on the Assign Work To Team Members hyperlink to link the members to the Work
Assignment
record.
Displaying The Work Session Record Again
Now, the Work Assignment is linked to its team members, and the Work Session's "scheduling" is done.
To
return to the Work Session window, either close the Team Work Services Window, or click the Display
Work
Session hyperlink.