Workflow Table

This table describes what happens on the Configuration Editor page when you perform an initial action and, from there, which subsequent actions you can perform:

Initial Action Resulting Behavior Secondary Action Further Available Actions
Perform an advanced search in the Location section View resulting entities in the Results section Select entity or entities in the Results section You can perform these actions only on the resulting stores and departments:
  • Add a store or department in the Results section
  • Edit or delete existing stores or departments in the Results section
  • View or edit hours of operation in the Entity Details section
  • View property information in the Entity Details section
  • Add a new property in the Entity Details section
  • Edit or delete existing properties in the Entity Details section
Expand location tree in the Location section View hierarchical arrangement of your organization in the Location section Select entity or entities in the location tree in the Location section View resulting entity information in the Results section. You can also add a store or department from within this section. If you select one or more of these entities in the Results section, you can perform these actions:
  • Edit or delete existing stores or departments in the Results section
  • View or edit hours of operation in the Entity Details section
  • View property information in the Entity Details section
  • Add a new property in the Entity Details section
  • Edit or delete existing properties in the Entity Details section
Search for location types in the Operations section View the Location Type Results table in the Results section Select a location type or location types in the Results section
  • Add a location type in the Results section
  • Edit or delete existing location types in the Results section
Search for corporate entities in the Operations section View the Corporate Entity Results table in the Results section Select corporate entity or entities in the Results section
  • Add a corporate entity in the Results section
  • Edit or delete existing corporate entities in the Results section
Search for stores or departments in the Operations section View the Store or Department Results table in the Results section Select entity or entities in the Results section
  • Add a store or department in the Results section
  • Edit or delete existing stores or departments in the Results section
  • View or edit hours of operation in the Entity Details section
  • View property information in the Entity Details section
  • Add a new property in the Entity Details section
  • Edit or delete existing properties in the Entity Details section
Search for distribution types in the Operations section View the Distribution Type Results table in the Results section Select distribution type or distribution types in the Results section
  • Add a distribution type in the Results section
  • Edit or delete existing distributions in the Results section
Search for distributions in the Operations section View the Distribution Results table in the Results section Select distribution or distributions in the Results section
  • Add a distribution in the Results section
  • Edit or delete existing distributions in the Results section
Search for special days in the Operations section View the Special Days Results table in the Results section Select a special day or special days in the Results section
  • Add a special day in the Results section
  • Edit or delete existing special days in the Results section
  • View special day occurrence information in the Entity Details section
  • Add special day occurrences in the Entity Details section
  • Edit or delete existing special day occurrences in the Results section
Search for volume types in the Operations section View the Volume Type Results table in the Results section Select a volume type or volume types in the Results section
  • Add a volume type in the Results section
  • Edit or delete existing volume types in the Results section
Search for forecast groups in the Operations section View the Forecast Group Results table in the Results section Select forecast group or forecast groups in the Results section
  • Add a forecast group in the Results section
  • Edit or delete existing forecast groups in the Results section
Search for drivers in the Operations section View the Driver Results table in the Results section Select driver or drivers in the Results section
  • Add a driver in the Results section
  • Edit or delete existing drivers in the Results section
Search for jobs in the Operations section View the Job Results table in the Results section Select job or jobs in the Results section
  • Add a job in the Results section
  • Edit or delete existing jobs in the Results section
  • View job rate or job team information in the Entity Details section
  • Add, edit or delete job rate information in the Entity Details section
  • Add, edit or delete job team information in the Entity Details section
Search for skills in the Operations section View the Skills Results table in the Results section Select skill or skills in the Results section
  • Add a skill in the Results section
  • Edit or delete existing skills in the Results section
  • View skill team information in the Entity Details section
  • Add, edit or delete skill team information in the Entity Details section
Search for activities in the Operations section View the Activity Results table in the Results section Select activity or activities in the Results section
  • Add an activity in the Results section
  • Edit or delete existing activities in the Results section
Search for staffing requirements* in the Operations section View the Staffing Requirement Results table in the Results section Select a staffing requirement in the Results section
  • Add a staffing requirement in the Results section
  • Edit or delete existing staffing requirements in the Results section
  • View staffing requirement details information in the Entity Details section
  • Add staffing requirement details in the Entity Details section
  • Edit or delete existing staffing requirement details in the Entity Details section
  • View staffing requirement distributions information in the Entity Details section
  • Add distributions in the Entity Details section
  • Edit or delete existing distributions in the Entity Details section
Search for staff groups in the Operations section View the Staff Group Results table in the Results section Select a staff group or staff groups in the Results section
  • Add a staff group in the Results section
  • Edit or delete existing staff groups in the Results section
  • View shift, break and staff rules information in the Entity Details section
  • Add shift, break and staff rules in the Entity Details section
  • Edit or delete existing shift, break and staff rules in the Results section
Search for employees in the Operations section View the Employee Results table in the Results section Select an employee or employees in the Results section
  • Add an employee in the Results section
  • Edit or delete existing employees in the Results section
  • View employee job, team, skill, availability and fixed shift information in the Entity Details section
  • Add employee job, team, skill, availability and fixed shift information in the Entity Details section
  • Edit or delete existing employee jobs, teams, skills, availability and fixed shifts in the Results section

*Staffing requirements are composed of staffing criteria, requirement details, and distributions. For more information about staffing requirements, see Scheduling Entity Types: Staffing Requirements.