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

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.

Use Include hidden to show accommodations marked as hidden.

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

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.

Display

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

Accommodations with day columns

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

Click an employee in the lower list to mark all date cells containing that employee with a grey square. This shows how the person is scheduled across different accommodations.

Double-click an accommodation row to open its details.

Scheduled employees

The lower list shows employees for the selected day cell and accommodation. If the cell shows '4' in the placed-employees view, selecting it displays four rows in this list.

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 (unlike the regular accommodation planlist, which shows other planning details as of the system date).

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.

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.

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

•Regelneef asks whether to set an end date for the existing accommodation placements. Click Yes.

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