A separate shift schedule per site

Each site can use its own shift schedule — one location can run 3×8 hours while another runs 2×12. This is not cosmetic: the shift schedule decides when the diary opens and closes at that site, and when its PDF report goes out. If a site has no shift with times filled in, that site produces neither an automatic diary nor a PDF — silently, without an error message.

Before you start

• Permission: the shift-schedule right — tenant_role:manage.
• Where to find it: Master data → Shift schedule in the management area.
• Which site you are editing: the one you are currently on in the header’s site switcher. The tab says it too: “You’re editing the … site’s shift schedule — each site can use its own.”

With one site there is nothing to separate

That line and the site switcher appear only with multiple sites. With a single site, the steps in Set the shift schedule apply and there is nothing extra to do.

Steps

The top line always tells you which site’s schedule you are looking at. If it is not the one you meant to edit, switch in the header first.

1. In the header’s site switcher, switch to the site whose schedule you want to set.
2. Open the Master data → Shift schedule tab and check the top line — does it name that site?
3. Starting from scratch, pick a best practice preset: 2×12 h continuous (06–18 / 18–06), 2×12 h (07–19 / 19–07) or 3×8 h (06–14 / 14–22 / 22–06).
4. Set the labels and the times row by row (e.g. Morning · 06:00–14:00). The time format is hh:mm.
5. Use the Active checkbox to switch on the shifts actually in use, and switch off the rest.
6. Click Save on that row — saving happens per row, not for the whole table at once.
7. Repeat for the other sites: switch in the header and set them up there too.

The preset button OVERWRITES the rows

The preset buttons overwrite all three rows of the current site (label, times, active state). If you have already tuned them by hand, do not press one again — use it only when starting from scratch or when you really want the best practice back. It only affects the site you are editing, never the others.

If it worked

That site’s diaries bind to the configured shift, with the configured label. From now on the system opens and closes the diaries at this site by itself, and after the shift ends — with the delay set on the PDF & email tab — the PDF goes out to the contacts.

Check the other site too: switch to it in the header and verify that its active shifts also have times.

Common problems

What you see	Why	What to do
No “Shift schedule” tab	You do not have tenant_role:manage.	Ask your admin.
The top line names another site	You are on a different site in the header.	Switch with the header’s site switcher, then edit.
One site produces no diary and no PDF	That site has no active shift with TIMES filled in. The “Active” checkbox alone is not enough: without a start and end time the system cannot know when the shift ends, so it silently skips the site.	Switch to that site, fill in the start and end time for every active shift, and save row by row.
Only one shift got saved	Save is a per-row button.	Save every row you changed.
The diary binds to the wrong shift	The time ranges leave a gap or overlap.	Review the times: one shift’s end should be the next one’s start.
My hand-tuned times are gone	You pressed a best-practice button, which overwrote the rows.	Set them again by hand; the preset is only a starting point.

Worth knowing

• A new site does not start empty: at creation it inherits a copy of the first site’s shift schedule, so it is never silently left without times. You are free to diverge — the copy is only a starting point.
• The time zone is organization-level today (Settings → General), not per site. If a site works in another time zone, enter its shift times accordingly.
• The diary elements’ shift filter refers to this schedule: if an element only shows in certain shifts, it uses these shifts — and what is not in the diary will not be in the PDF either.
• Dispatch time = shift end + delay. The delay and the automatic dispatch are set on the PDF & email tab, per level (company base or that site) — see Set the PDF report recipients.

Related

Set the shift scheduleThe basics: presets, labels, time ranges, the Active flag.

Create a site and grant accessA new site starts with a copy of the schedule.

Set the PDF report recipientsWho gets the report per site, and when.

Basics: sites, plants and who sees whatThe three levels and access — the background.