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Planner

This guide explains how to use the planner to efficiently manage resources and assignments in Cirrus Shield.

1. Viewing a Resource’s Schedule

  1. Go to the resource’s detail page.
  2. Click the Planner button to open that resource’s calendar.
  3. View the absences and time slots during which the resource is busy, along with the calendar’s color legend (Image 1).
Image 1 — Resource calendar showing a saved absence (in purple) and the color legend at the bottom of the screen.

2. Adding an Absence

  1. Click Add an absence.
  2. Specify the start and end date and time of the absence in the window that appears (Image 2).
  3. Click Save.
Image 2 — “Add an absence” window with the start date/time and end date/time fields.

3. Managing Skills and Locations

  1. Click Manage skills and locations.
  2. Add skills from the list of services offered by your organization, shown in the left-hand column (Image 3).
  3. Specify which locations the resource has access to, in the panel below (Image 3).
  4. Use the Add all button to select all options, or Remove all to clear them (Image 3).
  5. Click Save.
Image 3 — “Manage skills and locations” tab: the resource’s skills on the left, its accessible locations below.

4. Creating and Organizing Mission Time Slots

  1. Go to the mission record and open the Planner button, which shows the existing time slots for that mission (Image 4).
  2. View the schedule in week, month, or day view.
  3. To create a time slot, click and drag on the calendar at the desired time, then click Add a time slot in the scheduling assistant that opens (Image 5).
Image 4 — Planning Assistant opened on a mission, showing its existing time slots in week view.
Image 5 — Planning Assistant: date, start/end time, recurrence option, days of the week, location and resource fields.
  1. Adjust the start and end times in the scheduling assistance panel (Image 5).
  2. Use the Recurrence option to schedule recurring dates and set an end date (Image 5).
  3. Choose the day or days of the week for the recurrence (Image 5).
  4. Select the relevant resource (e.g. trainer) in the Resource field and verify that they are qualified for the mission (Image 5).
  5. Resolve any conflicts by choosing conflict-free suggestions or accepting conflicting time slots.
  6. Click Save to save the time slots in Cirrus Shield.

5. Editing Time Slots

  1. To edit a time slot, click on it in the schedule.
  2. If the time slot is recurring, a window lets you choose to edit the entire series or only the selected occurrence (Image 6).
  3. Resolve conflicts by choosing another resource or another location if necessary.
Image 6 — Weekly schedule with the “This Slot belongs to a series” window, offering to edit the whole series or only this occurrence.
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