Productivity Coverage Sets

The Productivity Coverage Sets button enables the user to add or view the Coverage Set used in productivity tracking and reporting. The coverage set determines the coverage periods available for productivity input. For example, if a Day/Evening/Night coverage set is selected, the user can input productivity values for the three different coverage periods, such as Day, Evening, or Night. If a 12-hour Day/Night coverage set is selected, the user can input productivity values for 12-hour Day and 12-hour Night coverage periods.

Only one coverage set can be effective during the same time frame. Existing coverage set records are displayed in the right pane. To open and view a record, click the card arrow on the record.

Note  

The Coverage Sets available in the search results must be previously set up on Configuration > System > Coverage Sets.

Depending on the authorization role of the user, the following actions may be available:

To add a Productivity Coverage Set to this organization unit complete the following steps:

  1. Click on the Add button in the left pane.

  2. Select the Coverage Set Code from the Field Look Up Values. These options have been previously set up on the Coverage Set configuration screen.

  3. Enter the Effective Date when this coverage set should become active.

  4. If the coverage set is scheduled to expire, enter an Expiration Date. If this coverage set is to remain indefinitely, leave this field blank.

    Note  

    Only one coverage set can be effective at the same time.

  5. Click on the Save button to save the record.

To delete one or more Productivity Coverage Set records from the open record, complete the following steps:

  1. Check the box to the left of each record to be removed.

  2. Click on the Delete Selected button in the left pane.

  3. A message appears verifying the record should be deleted. Click on Yes to continue.

    Note  

    This action removes the selected productivity coverage set records from this record only, it does not delete them from the Coverage Sets configuration screen.

 

Depending on the page displayed, the following fields may be available:

Coverage Set Code

Effective Date

Expiration Date

The following additional section options are available in the left pane:

General

Factors

Roles

Calculation Rule Hierarchy

Device Assignments

Schedule Partners

Sign Off Agreements

Pay Code UDF Categories

Coverage Set Code

The identification code of the coverage set used by this organization unit. These are previously set up on the coverage set configuration screen.

Note  

The coverage periods used in productivity tracking are defined within the coverage set. For more information, see Configuration > System > Coverage Set.

Effective Date

The date this coverage set is in effect for this organization unit.

Expiration Date

The date this coverage set is no longer used by this organization unit, if applicable. If there is no pre-determined expiration date, leave this field blank.

Action Buttons

The following Action buttons may be available in the left pane for adding or deleting related records:

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

  1. From the right pane, click on the Add button.

  2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

  3. Click on the Save button to save the record.

    Note  

    For more information, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.