Using Schedule Statuses

Manage visibility and approval of schedule using the Confirmed and Tentative statuses

Definition

The Schedule Status feature in Beeye is a powerful tool designed for planners to manage the visibility and approval state of their schedules. By assigning a status of Confirmed or Tentative to planning cards, users can control whether their schedules are visible to all team members or kept private until finalized. This feature enhances workflow efficiency by allowing planners to work on schedules without interruptions or premature inquiries from scheduled resources.

Why Use the Schedule Status Feature?

The Schedule Status feature streamlines the scheduling process and enhances team collaboration by offering:

• Controlled Visibility: Restrict the visibility of tentative schedules to prevent confusion and unnecessary questions from team members.
• Enhanced Workflow: Enable planners to refine schedules without external interruptions, ensuring accuracy before final confirmation.
• Improved Communication: Clearly distinguish between finalized and provisional schedules, fostering better team understanding.
• Permission-Based Management: Assign specific permissions to control who can edit and view tentative schedules, enhancing security and accountability.
• Efficient Planning: Easily toggle between tentative and confirmed statuses as plans evolve, supporting dynamic scheduling needs.

Who Can Use the Schedule Status Feature?

Access to the Schedule Status feature is governed by role-based permissions set within Beeye. Permissions determine who can edit schedule statuses and who can view tentative schedules.

Permissions for Schedule Status

Permissions for accessing and utilizing the Schedule Status feature are managed in Settings > Roles > Planning. The key permissions include:

• Edit Status

  • Description: Allows users to change the status of planning cards between Confirmed and Tentative.
  • Functionality:
    • Enabled: Displays the Status button in the action bar, enabling status modifications.
    • Disabled: Hides the Status button, preventing users from changing planning statuses.

• View Tentative Scheduling

  • Description: Controls the visibility of planning cards marked as Tentative.
  • Functionality:
    • Enabled: Allows users to see planning cards with the Tentative status on the Planning page.
    • Disabled: Hides Tentative planning cards from the Planning page.

To utilize the Schedule Status feature, users must be assigned to a role that includes the appropriate permissions.

How to Use the Schedule Status Feature

The Schedule Status feature is accessible from the Planning Page within the Beeye application. Below are detailed instructions on how to leverage this feature effectively.

When Adding a New Planning Card

1. Click Add: Open the Add > Planning side panel from the navigation bar.
2. Enter Planning Details: Fill in necessary information.
3. Set Status:
   • With Edit Status Permission:
     • Locate the Status section under the Workplace section.
     • Use the dropdown menu to select either Tentative or Confirmed.
   • Without Edit Status Permission:
     • The Status section is disabled and defaults to Confirmed.
4. Save: Click the Save button to create the planning card with the specified status.

When Editing an Existing Planning Card

1. Select a Planning Card: Click on the planning card you wish to edit.
2. Update Status:
   • With Edit Status Permission:
     • Locate the Status section under the Workplace section.
     • Use the dropdown menu to change the status to Tentative or Confirmed.
   • Without Edit Status Permission:
     • The Status section is disabled and retains its current status.
3. Save Changes: Click the Save button to apply the updates to the planning card.

Using Filters

Users with the View Tentative Scheduling permission can utilize the Status Filter to customize their view of planning cards:

• Accessing Filters: Located within the View Bar on the Planning page.
• Apply the Status (Planning) filter
• Filter Options:
  • Confirmed: Displays only planning cards with a Confirmed status.
  • Tentative: Displays only planning cards with a Tentative status.