/
Shift Reschedule

Shift Reschedule

Owned by Matthew Garrett
Last updated: Jan 28, 2024 by Sam Pitts
3 min read

Article Index

Overview

Additional functionality has been introduced to the Bulk Updates tool.

This feature allows users to shift existing call ups by a number of days.
Where SupplierConnect is enabled, this will also resend new notifications to suppliers/trades with the updated dates.

The new date will take into consideration any non-possible days programmed into the calendar, such as shutdown periods, public holidays, and job non-possible days as a result of delays.

Functionality Delivered

To use the Bulk Update option, activities must be selected by tagging them. This is done by clicking into the '#' field for the activities.
You will see that a red bar appears against activities currently tagged.
After tagging the desired activities, press the Bulk Update option.

image-20240128-224250.png

From the list of options, select “Reschedule - Shift # Days”.
Press OK.

image-20240128-223729.png

Activity Eligibility

For an item to be eligible to be reschedule:

  • Must not be complete

  • Must have a called for date

If it is not eligible, it will not appear in the reschedule dialog.

 

Reschedule Dialog

From the Bulk Reschedule dialog, the following fields are available

  • Activity Number

  • Activity Name

  • Supplier

  • Current Called Date

  • Current Called For Date

  • Called For (New) Date

To shift the activities the left/right arrows can be used, or the Shift field can be entered into directly with a number.
The value must be between -10 and +10 (i.e., you can only schedule minus or plus 10 days from the currently scheduled date).

The new called for date cannot be today or in the past.
Activities with a Called For (New) as today or in the past will not be rescheduled.

After a # of days has been specified, press the Shift button, and the “New” date will populate.
Note: No data changes will be saved until you press OK.

The Shift button can be re-used at any time to change the # of days, but manual entry into the Called For (New) is not possible.

E.g., selecting +1 day, and clicking shift.

The Shift process takes into consideration any non-possible days such as public holidays, weekends, shutdown periods or job specific delays.
If these are not kept up-to-date by the office it is possible for the reschedule to fall over these days.

Press OK on the reschedule dialog to finalise your changes, the following dialog will appear.
Press Yes to proceed or No/Cancel to close out.

A dialog will appear to advise which activities have been successfully updated.

The following changes will occur, depending on if the activity has an existing SupplierConnect notification:

  1. With SupplierConnect - a reschedule email will be sent to suppliers/trades for the Called For (New) date

  2. Without SupplierConnect - the item will be called off, the Called For (New) date will be entered, and there will be no call date, allowing a notification to be sent