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如何在资源规划中使用带有到期日期的标记？

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背景

标记是可以在资源计划中创建并添加给人员和项目的特定标准。对于人员来说，标记可以存储到期日期，这有助于跟踪何时需要采取行动，例如何时需要参加培训或更新认证。常见的标记包括CPR、Fork Lift 、 OSHA等。你可以配置通知配置文件以接收有关即将到期的标记的警报，或使用标记需要操作报告跟踪到期日期。

解答

要使用带有到期日期的标记，请执行以下步骤：

  1. 为资源规划配置标记
  2. 为人员分配标记
  3. 配置和分配通知配置文件
  4. 将通知配置文件分配给人员
  5. 导出需要操作报告的标记

1.为资源规划配置标记

首先，创建要跟踪的标记。配置标记时，选中复选框以跟踪到期日期并输入标记到期前要发出警告的天数。

  1. Navigate to the Company level Resource Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Tags.
  4. Optional: To group tags in categories, click the Group Tags in Categories? toggle to ON.
    1. To create a new tag Category, click New in the 'Categories' section.
    2. Enter the Category Name.
    3. Click Save.
  5. In the Tags section, click New.
  6. Configure your tag with the following properties:
    1. Name*. Enter the name of the tag.
    2. Color. Enter the color of the tag.
    3. Require Expiration Date. Mark this checkbox if the tag requires an expiration date.
      Note: If requiring an expiration date, the expiration date needs to be added when adding the tag to a person's profile. This is commonly used to track a person's certifications. For more information, see How do I use tags with expiration dates?
    4. # Days Warning Ahead of Expiration. Enter the number of days in advance the person will be notified when their tag is expiring.
    5. Globally Accessible to All Groups. Mark this checkbox if you want to make this tag available in all groups. See Configure Groups for Resource Planning.
    6. Groups*. If you choose not to make the tag available to all groups, select which groups should have access to the tag.
    7. Abbreviations (5 Characters). Enter the tag's abbreviation.
    8. Categories. If you chose to categorize your tags, select the categories in which the tag should appear.
  7. Click Save.

2. 为人员分配标记

接下来，将标记分配给人员并输入到期日期。到期日期可以是一个人需要参加培训的日期，或者他们的证书到期的日期。

You can take the following actions from the following tools:

Manage Tags from the Resource Planning Tool

Add Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click Add Tags.
  6. Select the tags.
    1. If the tag requires an expiration date, add the Expiration Date.
      Note: This is commonly used when adding tags for certifications.
  7. Optional: Click Upload File to add attachments, for example proof of certification.
  8. Click Save.

Edit Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click the edit icon-edit2.png icon.
  6. Update the tag information.
  7. Click Save.

Bulk Edit Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Mark the checkboxes for the users you want to edit.
  4. Click the edit icon-edit2.png icon.
  5. Select the tag.
  6. If prompted, add the expiration date.
  7. Click Save.

Remove Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click Add Tags.
  6. Click the delete icon-delete-trash6.png icon.
  7. Click Delete to confirm.

Manage Tags from the Company Directory Tool

Add Tags for People from the Company Directory Tool

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click Add Tags in the 'Tags' section.
  7. Select the tags.
    1. If the tag requires an expiration date, add the Expiration Date.
      Note: This is commonly used when adding tags for certifications.
  8. Optional: Click Upload File to add attachments, for example proof of certification.
  9. Click Save.

Edit Tags for People from the Company Directory Tool

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click the edit icon-edit2.png icon next to the tag in the 'Tags' section.
  7. Update the tag information.
  8. Click Save.

Remove Tags for People from the Company Directory Tool

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click the delete icon-delete-trash6.png icon next to the tag in the 'Tags' section.
  7. Click Delete to confirm.

3.配置和分配通知配置文件

要接收有关到期标签的警报，请创建或更新现有通知配置文件并将该配置文件分配给应接收警报的用户。
注意:用户一次只能拥有一个通知配置文件。

  1. 导航到公司级别资源规划工具。
  2. 点击配置设置icons-settings-gear.png 图标。
  3. 选择 通知文件。
  4. 点击 新建。
  5. 输入通知配置文件的名称。
  6. 选择用户应收到的有关标记的所需通知：
  7. 点击保存。

4.将通知配置文件分配给人员

配置通知配置文件后，将其分配给应接收警报的用户。请参阅编辑资源计划中的人员。

5.导出需要操作报告的标记

要查看过期标记或在其警告窗口内的标记报告，你可以导出需要操作报告的标记。

  1. Navigate to the Company level Resource Planning tool.
  2. Click Reports and select Tags Requiring Action.
  3. From the drop-down list, choose the Category of tags.
  4. Mark the checkboxes for the Tags to include in the report.
    Note: You can only choose tags that are configured with an expiration date.
  5. Configure your report with the following options:
    • To 'Include Tags that are not expired but within their warning range,' move the toggle to the ON position. See How do I use tags with expiration dates in Resource Planning?
      Note: If this toggle is OFF, only expired tags are included in your report.
    • To 'Show Employee Number,' move the toggle to the ON position.
    • To 'Show Employee Job Title,' move the toggle to the ON position.
    • Select whether to display the tag by Name, Abbreviation, or Both.
    • To 'Show Expiration Date,' move the toggle to the ON position.
    • To 'Show Time Until Expiration,' move the toggle to the ON position.
  6. Click the export icon-export-wfp.png icon, then select to download a CSV or PDF. 
    • If exporting a PDF, select the page orientation and paper size.
  7. Click Export CSV or Export PDF.
 Tip

If a report does not immediately download, you can check the status by navigating to Reports and Queued Download.

另请参阅