A Super Administrator or Administrator has the rights to add or manage Areas in FLOW. |
The article covers the following topics to add or manage an Area:
- What is an Area?
- Create/Add an Area from the Sidebar
- Area Options in the FLOW Side Bar
- Create/Add Area in Settings>Organization>Area
- Edit Area in Settings>Organization>Area
- Area Options In Settings>Organization>Area
What is an Area?
An area is a collection of groups of jobs and their employees for which schedules, time-off plans, and timecards will be managed.
Within the Area, you and your colleagues can split jobs and employees into Groups to collaborate on your schedules, time-off plans, and timecards.
Create/Add an Area from the Sidebar
The sidebar, on the left side under the FLOW logo, allows you to navigate through the list of Areas and Groups in your Location.
-
In the left Sidebar, click Add Area
. The Add Area Dialog opens.
-
Fill in the Name of the Area and click Save or press Enter
WorkSight closes the dialog, creates the Area and adds the name to the left Sidebar
Area Options in the FLOW Side Bar
Various options are available in the Area options menu (...), next to the Area name in the Sidebar.
-
In the left Sidebar, click the three-dot icon next to the Area you want to manage.
-
From the drop-down menu displayed, you can:
-
Rename an Area
- Duplicate an Area. All of the groups and associated jobs are duplicated into a new Area. Groups retain their original names; Job properties are duplicated; Assigned employees are not duplicated. When duplicating an area, the end date is set to indefinite (yyyy-mm-dd) if left blank.
-
Delete an Area, if no groups are associated with it
-
Archive an Area,
-
Unarchive Area
-
Create/Add Area in Settings>Organization>Area
The Settings home page is designed to give you the tools you need to configure WorkSight FLOW. It’s the place to go if you need to change something.
-
Click your profile photo and select “Settings”.
FLOW loads the Settings Page. -
In the left sidebar, select the arrow next to Organization, and select Area
-
To add an Area click on + Add Area button; to edit an Area, click the pencil (edit) icon in the bottom left corner of any of the Area card. The right pane displays Area Details.
-
Complete the area fields:
-
Area Name: Type in the name you wish to call the Area
-
Code: Type is a code associated with the Area
-
Tags: You can add tags to associate with the Area
-
-
Press Save or Enter to save your changes
The Area will appear as a card or line item in the Area window in Settings and in the Plan Navigation Sidebar
Edit Area in Settings>Organization>Area
- In the left sidebar, select the arrow next to Organization, and select Area
- Click the pencil (edit) icon in the bottom left corner of any of the Area cards. The right pane displays Area Details.
- Update the Group field(s) in the right pane
- Press Save
Settings>Organization>Area
Click the three-dot (…) icon in the right pane and select from the Area Options menu
From here, you can:
-
Add a User Defined Field (UDF)
See Creating and Managing a User Defined Field (UDF) -
Delete Area
-
Archive Area
-
Unarchive
Comments
0 comments
Article is closed for comments.