[IMP] planning: small changes to better reflect user interface since V18

task-5162730

closes odoo/documentation#15032

X-original-commit: 49a4782acc
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Guillaume Gallant (guga) <guga@odoo.com>
This commit is contained in:
guillaume gallant (guga)
2025-10-24 08:56:56 +00:00
parent 2e8698d5e0
commit 384f11475b
2 changed files with 7 additions and 9 deletions

View File

@@ -150,14 +150,14 @@ Shift templates
To create a shift template, click :guilabel:`New` on any schedule, then fill in the To create a shift template, click :guilabel:`New` on any schedule, then fill in the
:ref:`details of the shift <planning/create-shift>`. In order for the shift to be saved as a :ref:`details of the shift <planning/create-shift>`. In order for the shift to be saved as a
template, tick :guilabel:`Save as Template`. template, click :guilabel:`Save Template`.
.. image:: planning/save-template.png .. image:: planning/save-template.png
:alt: Shift form with the option `save template` ticked. :alt: Shift form.
Alternatively, you can go to :menuselection:`Planning --> Configuration --> Shift Templates`, then Alternatively, you can go to :menuselection:`Planning --> Configuration --> Shift Templates`, then
click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Shift Duration`. The click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Span`. The shifts
shifts :guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into :guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into
account working time as well as breaks. account working time as well as breaks.
.. example:: .. example::
@@ -222,8 +222,9 @@ fill in the following details:
work on the selected project. work on the selected project.
- :guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows - :guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows
you to link a sales order to the shift. you to link a sales order to the shift.
- :guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat Every` field according - :guilabel:`Repeat`: Click the :icon:`fa-repeat` :guilabel:`(repeat)` button and configure the
to your needs. The following rules apply to recurring shifts: :guilabel:`Repeat every` fields according to your needs. The following rules apply to recurring
shifts:
- All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are copied from - All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are copied from
the original shift except for the date, which is adjusted according to the the original shift except for the date, which is adjusted according to the
@@ -234,9 +235,6 @@ fill in the following details:
go to :menuselection:`Planning --> Configuration --> Settings` and edit the go to :menuselection:`Planning --> Configuration --> Settings` and edit the
:guilabel:`Recurring Shifts`. :guilabel:`Recurring Shifts`.
- :guilabel:`Save as Template`: When this option is ticked, a shift template is created with the
same :guilabel:`Start and End hours`, :guilabel:`Allocated time`, :guilabel:`Role`,
and :guilabel:`Project`.
- :guilabel:`Additional note sent to the employee`: Click on the field to add a note. - :guilabel:`Additional note sent to the employee`: Click on the field to add a note.
- :guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when - :guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when
creating a shift. creating a shift.

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