Accommodations > Accommodation planboard

Automatically translated from Dutch. Some wording may be inaccurate.

The accommodation planboard shows daily occupancy for each accommodation over a three-week period. Each date cell shows how many employees are scheduled there. Select a date cell to display a detailed list of the employees in that accommodation on that date below the board. You can switch to showing the number of available places. Dragging people from one accommodation to another lets you move them as a group.

Selection

From week

The current week is shown first by default, with today's column heading highlighted in red. Use From week to move backwards or forwards a week, or select another week using the middle button.

Include hidden

Use Include hidden to show accommodations marked as hidden.

Hide accommodations without planning

With Hide accommodations without planning, Regelneef shows an accommodation only if it has occupants during the selected three-week period.

Affiliates

The affiliate selector lets you filter either accommodations (the default) OR employees by affiliate.

•Filter accommodations by affiliate: if the Affiliate field of an accommodation is empty, the affiliate selector has no effect on that accommodation.

•Filter employees by affiliate: all accommodations are shown, but employee counts are filtered by the selected affiliates. A day column may therefore show less than the total occupancy because employees from other affiliates are not counted.

View

The planboard normally shows the Number of placed employees. This drop-down also lets you show the Number of free spots. If an accommodation has a separate maximum capacity, the available places up to that maximum are shown in brackets.

Planboard

The upper part of the screen has accommodation details on the left and day columns on the right. Choose the accommodation columns with the list definition button at the top right. The more accommodation columns you display, the further the day columns move to the right.

An indicator appears in the top-right corner of a date cell if the number of people scheduled for that day exceeds the accommodation's capacity. It has two possible colours:

•Orange: the scheduled number exceeds the capacity but not the maximum capacity

•Red: the scheduled number exceeds the maximum capacity

Daily totals

The totals below the day columns cover the retrieved accommodations. In the Number of placed employees view, each daily total is the sum of the scheduled counts. In the Number of free spots view, occupancy is subtracted from the maximum capacity of each accommodation; only positive results are added. A full or overbooked accommodation therefore contributes zero free spots. This daily total is based on maximum capacity and may differ from the sum of free spots based on normal capacity.

Planboard actions

Clicking

Click a cell in the day columns to show the planlist for that accommodation and date in the lower part of the screen.

Double-click an accommodation row to open its details.

Planning by dragging

You can also change accommodation placements by dragging one or more employees from the lower list into day columns on the planboard.

Set an end date by dragging

For example, if the current occupants must leave accommodation A on date X, enter that end date for their accommodation placements as follows:

•Click today's cell for accommodation A to show its current employees in the lower list.

•Select the employees and drag them to the column heading for date X.

•The Edit accommodation placements screen opens with end date X filled in. Click OK to save; the numbers on the planboard are then updated.

Create an accommodation placement by dragging

If employees move from accommodation A to accommodation B on date X:

•Click the cell for accommodation A on the last day they stay in accommodation A to display those employees in the lower list. This selected date is used as the end date for the existing placements if you choose Yes at the next prompt.

•Select the employees and drag them to accommodation B's row, into the cell for date X.

•Regelneef asks whether the existing accommodation placements should end on the date you selected for accommodation A. Choose Yes to save these end dates immediately. If you choose No, the existing end dates remain unchanged.

•The New accommodation placements screen then opens with accommodation B and target date X filled in as the start date. Check the details and choose OK to save the new accommodation placements.

Please note: if you chose Yes, the end dates of the existing placements have already been saved before the entry screen opens. Cancelling the new placements does not undo those end dates.

Planlist per accommodation/day

The lower list shows the accommodation placements for the selected accommodation and date. This list is always filtered by the employee affiliates selected in the affiliate selector. When filtering by Accom, the day cells count employees from all affiliates. The lower list may therefore show fewer rows than the count in the selected cell. When filtering by Emp, the cell counts are also filtered by the selected employee affiliates.

Choose the employee columns with the list definition button at the bottom left. Columns can include the job placement and car use on the selected day in the planboard (in the regular accommodation planlist, the Other planning field determines the date for these details; by default, it is today's date).

Actions

This list offers the same options for creating, editing and deleting accommodation placements as the regular planlist. The Placements button works in the same way as in the accommodation planlist. This also applies to Employee, Accommodation, Documents and SMS.

Excel list

Click Excel list to export the lower employee list for the selected accommodation and date. Choose the required Excel list definition. This determines the columns, sorting, grouping and whether all rows or only selected rows are exported.

E-mail

Select the required employees in the lower list and click E-mail. Regelneef opens a new message in your e-mail program with their e-mail addresses. For multiple recipients, the addresses are placed in BCC. Missing e-mail addresses are reported; if none of the recipients has an address, no message opens.