<h1 class="title">HR - Duty Planner</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/hr/tree/12.0/hr_duty_planner"><img alt="OCA/hr" src="https://img.shields.io/badge/github-OCA%2Fhr-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/hr-12-0/hr-12-0-hr_duty_planner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/116/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>These module manages the Service Planner.</p> <p>_TODO_</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#changelog" id="id3">Changelog</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p><strong>Steps to follow to use Service Planner</strong></p> <p><strong>Set up</strong></p> <blockquote> <dl class="docutils"> <dt><strong>Rules</strong></dt> <dd><ul class="first last simple"> <li>Rules and Rules Fields can not be modified by Users. Read what they do and how to use fields.</li> </ul> </dd> <dt><strong>Select Rules → Profile</strong></dt> <dd><ul class="first last simple"> <li>Create a Profile</li> <li>Add rule fields with values</li> <li>Add profile to Employees: Employee → get one → fill Service Profile</li> </ul> </dd> <dt><strong>Employee</strong></dt> <dd><ul class="first last simple"> <li>Create desired Skills: get an Employee → Skill tab → add row → create</li> </ul> </dd> <dt><strong>Maintenance → Configuration → Categories</strong></dt> <dd><ul class="first last simple"> <li>Create desired Categories</li> </ul> </dd> <dt><strong>Fleet</strong></dt> <dd><ul class="first last simple"> <li>Create desired Types: get a Vehicle → Vehicle Type → create</li> </ul> </dd> <dt><strong>Select Template → Container Service</strong></dt> <dd><ul class="first last simple"> <li>Create a list of Container Services to collect single services</li> </ul> </dd> <dt><strong>Select Template → Service Template</strong></dt> <dd><ul class="first simple"> <li>Create a Template Service</li> </ul> <blockquote class="last"> <ul class="simple"> <li>Name, Container Service and Duration are mandatory</li> <li>Check if it is an Off Duty Service (normally used to track some informations, ie. rest shifts)</li> <li>Add requested Features to be sure to not forget to assign Resources. (Minimum quantity if zero will not be considered)</li> <li>Optional, associate a Next Service: this will be automatically generated starting form the end of this one.</li> <li>Optional, set resources of parent service locked by the next service</li> </ul> </blockquote> </dd> <dt><strong>Select Template → Service Template → your template</strong></dt> <dd><ul class="first last simple"> <li>Clik on <em>Generate Services</em> button</li> <li>Select a Template</li> <li>Select a Container</li> <li>Select a start date-time</li> <li>Select a stop date-time</li> <li>Set repetition interval (hours). If interval is inferior to the template duration, this one will be used</li> <li>Set available days of week</li> <li>Set to use work Calendar</li> <li>Set to use holiday</li> <li>Click on <em>Generate</em> button</li> </ul> </dd> <dt><strong>Planning</strong></dt> <dd><ul class="first last simple"> <li>Select Services → List view*</li> <li>Select a Service</li> <li>Fill resources (eg. Employee, Equipments, Vehicles)</li> <li>Check requirements (Template requestested Resources) fulfillment</li> <li>Calendar/Timeline: overview / move services</li> </ul> </dd> </dl> </blockquote> <a name="changelog"></a> <h2 class="with-subtitle"><a class="toc-backref" href="#id3">Changelog</a></h2> <h2 class="section-subtitle" id="id1"><span class="section-subtitle">12.0.1.0.0 (2020-05-01)</span></h2> <ul class="simple"> <li>[INI] Initial development</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/hr/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/hr/issues/new?body=module:%20hr_duty_planner%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>Stefano Consolaro</li> <li>Associazione PNLUG - Gruppo Odoo</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li>Stefano Consolaro &lt;<a class="reference external" href="mailto:stefano.consolaro&#64;mymage.it">stefano.consolaro&#64;mymage.it</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/hr/tree/12.0/hr_duty_planner">OCA/hr</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>