---
alias: user-guide-create-shift-plan
description: "This documentation outlines the process for creating and configuring shift plans with associated details"
---

# Create Shift Plan

:lock: ShiftPlan.**Create**

:lock: ShiftPlan.**CreateTemplate**

:lock: ShiftPlan.**CreateFromTemplate**

## Overview

This operation is used to create a shift plan, i.e. a step-by-step list of actions for the user. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

## Preconditions

* The Shift Plan name must be provided and must be unique.

## Sequence of Steps

### Step 1: General Data

1. Provide a name for the **Shift Plan**.
2. Optionally, enter a description.
3. Select the **Shift Plan** type. The list of possible values is taken from the lookup table *ShiftPlanType*.
4. Select the Calendar for the **Shift Plan**.
5. Select the Owner Role for the **Shift Plan**. Members of the Owner Role will be able to manage all the Calendar Days of the **Shift Plan**.

![create_shift_plan_step_one][create_shift_plan_step_one]

### Step 2: Rules

1. Optionally, enter a list of Rules of scope *ShiftPlanning* to validate specific working time rules.

![create_shift_plan_step_two][create_shift_plan_step_two]

### Step 3: Workgroups

This screen is used to capture **Shift Plan** Workgroup information. Add, edit and remove Workgroups providing for each Workgroup:

1. The name, which must be unique within the **Shift Plan**.
2. Optionally, a description
3. The Owner Role. Members of the Owner Role will be able to manage the Calendar Days of within the Workgroup.

![create_shift_plan_step_three][create_shift_plan_step_three]

### Step 4: Workgroup Settings

You can configure different settings for each Workgroup, namely:

1. The **Resources** that belong to that Workgroup. A **Resource** can only be added one time to a **Shift Plan** and the **Area** **Calendar** of the **Resource** does not have to match the **Calendar** of the **Shift Plan**.
2. Optionally, enter a list of Personnel Requirements by specifying a Position (a Certification) and a quantity.
3. Optionally, a list of **Steps** with the respective **Facilities** that are part of the Workgroup. Note that the combination **Step**, **Facility** must be valid, that is, they must be connected by an **Area** and that the same **Step**, **Facility** combination must be unique in the same Workgroup.
4. Select **Create** to complete the operation and the new **Shift Plan** will be created.

!!! info
	It's possible to calculate the Workgroup Personnel Requirements based on the Resource Personnel Requirements (if defined) by pressing the right-arrow button.

![create_shift_plan_step_four][create_shift_plan_step_four]

[create_shift_plan_step_one]: images/create_shift_plan_step_one.png
[create_shift_plan_step_two]: images/create_shift_plan_step_two.png
[create_shift_plan_step_three]: images/create_shift_plan_step_three.png
[create_shift_plan_step_four]: images/create_shift_plan_step_four.png