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The scheduling menu allows you to setup and configure a schedule for multiple shifts.  It also will allow you to schedule Non-Production Events, such as Preventative Maintenance, Breaks, and other reasons for a scheduled shutdown.

Scheduling Module

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On the opening screen, select the calendar icon in the upper left corner of the Envision browser.

Scheduling Configuration

Start by selecting a day on the calendar.

By selecting a date on the calendar, the area to the right of the calendar will now reveal the Create Shift Menu. From here you can enter the name of the shift, which shift (if multiple shifts are present), Start time, and End time.


Enter the name of the Shift (Red). Some shifts have 2 or more other shifts so you can enter which shift it is by labeling them Crew A and B or 1, 2, and 3. Enter the Start Time for the shift by Clicking inside the edit box. This will open a time clock menu. Click on the Hour to set the Hour, then Click on the minutes. Select A.M. or P.M., then Click   Save    when you are done.

Clock Applet

We have selected a Start time of 3:00 P.M. and an End time of 11:00 P.M.

Non-Production Event

During a shift, it may be necessary to have a scheduled shutdown for Preventative Maintenance, Breaks, or a Shift change.  For that, we have an area to input a Non-Production Event.

To set this up, start by Clicking in the box under the NPE. Input the Name/Reason in that Edit box. Click in the Start time box to open a Time Clock Menu. Use this to input the Start Time for the event. Now input the End time.  Verify after inputting the times, that the correct time to the right of the Start and End time is correct at intended.  If not, you can simply select the delete button or make a correction to either. Select the Planned Schedule to make this repeat for all the shift’s select. Set the Cycle Speed Factor if it isn’t already set to specification. Now select the Repeat Shift checkbox if you would like to add duplicate shifts throughout the week.

Cycle Speed Factor

Use the Cycle Speed Factor option to set the cycle speed for the shift. 

Repeat Shift

After checking the Repeat shift box, a Repeat Until edit box and a weekday selection menu will appear. Use the Calendar to select the date that you to repeat the weekly schedule. This will repeat until the date you select. Now select the days that you would like to repeat on the Weekday Selection menu.


Check over the information you have inputted in this configuration menu. If everything is correct, select   Save    to continue.


The page will update and look similar to this. The calendar will show the shifts, and the area next to the calendar will now have an Edit Red shift window. Also, at the bottom, you now have an option to Extend to future shifts.

Extend Shifts

After selecting   Save  , more options will reveal.  The Apply to Future shift's check box will appear. Check off the Extend button to open an Extend until: edit box. Input the data you would like to extend the shifts until. Select the days, then Click   Save.

Deleting Shifts

The Scheduling module also allows you to delete a shift or All (Future) shifts. To Delete a shift, Click on the shift name on the calendar, then select Delete Shift . You can Delete All Shifts (Future)  by Clicking on a shift on the calendar, then Click this button.  All future shifts will be deleted.


MTD Targets

Month-to-date (MTD) is a period starting at the beginning of the current month and ending at the current date.

Click to open the MTD Targets window.

Click the  + Add new record button to open a Year, Month, and Target selection menu. Use the up and down selectors to set the YEAR, MONTH, and TARGET. 

Once setup, review, then click the Update button.

To edit a MTD target, simply click on the selected target, and click the Edit button. Make your changes and click on the Update button to complete your change to the MTD target.

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