Changes between Version 2 and Version 3 of UserGuidelinesRostering

08/19/12 13:57:45 (12 years ago)
Bhaavan Merchant



  • UserGuidelinesRostering

    v2 v3  
    2222 5. The optional roster table can also be rated as "Required" which will imply higher level of requirement.
    24 === Incident: ===
    25  * Incident is a confirmed incident (for which there may be
    26    Many reports received since reporters won't know about each others'
    27    Reports)
     24=== Roster: ===
     25 * Roster (Defined: A list or plan showing turns of duty or leave for individuals or groups in an organization.) in this context means assigning a person to a particular job task for a particular event on a specific date and time.
     26 * To go to the Roster module, go to the "Roster tool" option in the top bar in eden. This will be collapsed under the "more" option.
    29 === Assessment: ===
    30  * An assessment is a follow-up visit to an incident to get more details
     28=== 1. Creating a table for rostering ===
     29 1. From the index page in the Roster module go to the Roster > Tables option in the left panel.
     30 2. Select if the event is a "Project", "Organisation", or an "Incident"
     31 3. Fill in the specific details of the incident like the name and start date.
     32 4. Click "Add".
     34=== 2. Add shifts to the roster ===
     35 1. Once you have added your table for rostering, it should be visible on the list on the Tables page
     36 2. Corresponding to your table, on the list, choose the "Manage Shift" option.
     37 3. Go on the Manage shift option, and you will be presented with a list of existing and common shifts which you can use for the project.
     38 4. If you wish to add more shifts to suit your requirement, you may go to the "Add slot" option to do the same. This can also be done using the left side menu Roster > Slots option.
     39 5. Once your shifts are visible in the list, select all the required items from the multiselect form, and click Add Shifts.
     41=== 3. Prepare the roster ===
     42 1. Once you have added the shifts, you will be taken to an table interface. Here you must select the date parameter and the shift parameter for the table which you wish to roster.
     43 2. Now that you have selected the roster parameters, click on the + sign at the bottom of the table to add job roles / titles which you would like to roster for.
     44 * You will have to add Job Titles available for roster. You can do this be going to the People > Add job title option. You can view existing Job Titles in List Job Tiles option.
     45 3. Clicking the + sign will give you another row, with a drop down with available job roles. Select the required role / title from it.
     46 4. Repeat the process till all the roles have been added.
     47 5. You may remove wrongly added roles by clicking the - sign next to it on the table.
     48 6. Go to People > List staff option and view the staff / volunteers available for roster. Add job titles to them so they can be available for those job titles on the roster. You can also add new staff by the People > Add staff option in the left menu.
    32 === 1. Report an incident ===
    33  1. Click "Incident Reporting" button on the top menu and link to the main page of this module.
    34  2. Click "Add Report".
    35  3. Fill in the incident information and short description is required.
    36  4. Click "Save".
    38 === 2. Add Person during reporting ===
    39  1. If the reporter is not the recorder, then "Add Person" is nessary.Especial when the reporter is a diaster victim.
    40  2. The entry of "Add Person" is on the right of the column of "Reporter Name".
    41  3. Click "Add Person" will go to the page.
    42  4. Fill in the information of the person and the "First Name" is required.
    43  5. Click save and the screen will go back to the incident reporting page. The reporter you just add will be the reporter of the incident.
    45 === 3. Add Location during reporting ===
    46  1. If the location of the incident you are reporting is not in the location list, then "Add Location" will be necessary.
    47  2. The entry of "Add Location" is on the right of the column of "Location".
    48  3. Click "Add Location" will go to the page.
    49  4.  Fill in the information of the location and primary name is required.
    50  5.  Use "Conversion Tool" to have the coordinate info from your GPS fit the formate of Sahana Eden .
    51   i. In GPS format, fill in "deg" and "min" from GPS and click "calculate" button to have the decimal degrees.
    52   i. Click " Fill in Latitude" if that is it, same for longitude.
    53  6. Click save and the screen will go back to the incident reporting page. The location you just add will be the         location of the incident.
    56 === 4.Report confirmed incidents ===
    57  1. A confirmation message will be shown.[[BR]]
    58  2. Without Confirmation, information will not be saved.
     50=== 4. Create the roster ===
     51 1. In the table each cell will have a + sign. Whichever positions you wish to roster click the + sign.
     52 2. This will make that an optional slot for roster. Now if you wish to declare it as an required slot, click on the star visible in that cell.
     53 3. Required slots will be coloured Red and optional will be coloured Gray.
     54 4. Click on the Assign link in each cell to assign a volunteer to that cell.
     55 5. Clicking on Assign will display a the list of available volunteers / staff for that role on the left panel.
     56 6. You may search through the list by typing the text field in that panel.
     57 7. Once you get your required staff, clicking on his name will fill him / her up on the corresponding cell.
     58 8. Repeat the process for all slots need to be rostered.
     59 9. You can release a person assigned to a slot by clicking the "Release" option in the corresponding cell,
     60 10. You can also remove a slot from the roster by clicking the - sign in that cell.
     61 11. Once done, click the Save button in the bottom of the table to save the roster.
     62 12. A confirmation message will be shown.[[BR]]
     63 13. Without Confirmation, information will not be saved.
    65 == ''Report'' ==
    66  * The list of Incidents,People affected,Reporter Name and detail of disaster can be export to files, such as: PDF, Excel, RSS
    67  * But they are just the summary of informations.
    6971=== 6.Images ===