AQUILATM AQ2DB6 Caterpillar

Introduction

The process to create a schedule involves three components. First the crew must be declared. Secondly, the roster must be declared and last, create the schedule.

Note: A schedule must be created in the database. If a schedule is not created in the database, then the "Snapshot" table that is in the database will NOT be populated. If tracking of the crews, the rosters or the schedules are not needed, then create two crews. Create each crew with a roster that is twelve hours long. Create one crew for day and create one crew for night. For example, the designation for the rosters could be "CrewDay" and "CrewNight". Create a schedule for a minimum of 5 years.

Crew Editor

The crew is a team of workers which will be scheduled to do shifts in the schedule. The database configuration dialog allows for creation and for management of the list of available crew names.

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The following list contains the actions that can be performed from the "Crew Editor" screen. The "Crew Editor" screen is shown in Illustration 1.

• Add a new crew to the list.

• Modify the selected crew.

• Delete the selected crew.

• Restore the deleted crew.

• Cancel all of the changes since the last save.?

• The save button will commit your changes.

• Quit this configuration window.

Add a Crew

Perform the following steps in order to add a crew.

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1. Click the "Add" button.

   The "Add crew name" dialog will appear.

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2. Enter a name for the "Crew" in the "Add crew name" dialog.

   Note: The application will process an empty name as a cancel action.

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3. Click the "OK" button in order to add the new crew, or click the "Cancel" button in order to exit the "Add crew name" dialog without adding a new crew.

   Note: The application will display a notification if the name is already in use.

When the crew name is added, the status of this crew is "New".

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Modify a Crew

Perform the following steps in order to modify a crew.

1. Select the crew that will be modified.

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2. Click the "Modify" button.

   The "Modify crew name" dialog will appear with the selected crew name.

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3. Enter the new crew name in the "Modify crew name" dialog.

   Note: The application will process an empty name as a cancel action.

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4. Click the "OK" button in order to save the changes to the crew, or click the "Cancel" button in order to exit the "Modify crew name" dialog without saving any changes.

   Note: The application will display a notification if the name is already in use.

The status of this crew is "New".

After modifying a crew name, the status of the name will become "Modified".

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Delete a crew

Perform the following steps in order to delete a crew.

1. Select the crew that is to be deleted.

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2. Click the "Delete" button.

When the crew is deleted, the status of the crew will change to "Deleted".

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Undelete a Crew

Perform the following steps in order to restore a deleted crew.

1. Select the crew that will be restored.

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2. Click the "Undelete" button.

When the crew is restored, the status of the crew will return to "Modified".

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Roster Editor

A roster is an ordered list of shifts that is referred to as a "Roster Pattern" (10). The shifts are to be manned by crews that work for a precise duration. The "Roster Editor" database configuration window will allow the user to create new rosters and edit the existing rosters. The "Roster Editor" screen is shown in Illustration 14.

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The following list contains the actions that can be performed from the "Roster Editor" screen.

• Save the current roster that isn't "Read only".

• Save the current roster with a different name.

• Delete the current roster.

• Cancel all modifications to the current roster.

• Quit this configuration window.

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The "Total time" represents the total time of the "Roster Pattern". That is, the "Total time" is the totaled sum of the individual shifts. "Total time" is indicated in days, hours and minutes.

Roster Name List

Perform the following step in order to create a new roster.

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1. Select "[New]" from the "Roster Name:" drop down menu.

   This selection is the default when the window is opened.

Perform the following step in order to modify an existing roster.

1. Select the roster name from the "Roster Name:" drop down menu.

   If "(Read only)" appears at the end of the roster name, then the "Save as..." button must be used in order to save any changes that are made.

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Note: The intent for multiple "Rosters" is in order to support the reality that "Rosters" can change over the course of the life of a mine. The multiple "Rosters" feature was not added in order to support multiple rosters for multiple sites in concurrence.

Modifying the Shift Length

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The "Shift Length" option list will allow the user to select the length of the shift, in hours, that is to be added to the current roster.

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Specify whether all shift durations are the same length in the roster.

Note: If the "Same Length" box is checked, then every shift that is currently in the roster will have the same length.

Add or Remove Shifts to a Pattern

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Add a Shift Button

Ensure that the crew that is to be added, is highlighted. Then click the add a shift button in order to add the selected crew name to the roster. Refer to Illustration 20.

Note: There is another method to add a crew to the "Roster Pattern". Double click the "Crew" name (13) in order to add the crew to the roster. For example, if "Crew A" is double clicked, then "Crew A" will be added to the "Roster Pattern". Refer to Illustration 21.

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Remove a Shift Button

Click the remove a shift button in order to remove the selected crew name from the roster. Refer to Illustration 22.

Change the Order of the Shifts

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Use the "Up" button in order to move the selected shift up one position in the roster. Refer to Illustration 23.

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Use the "Down" button in order to move the selected shift down one position in the roster. Refer to Illustration 24.

Saving a Roster Pattern

After the roster is either created or is modified, the "Save Roster" button must be used in order to save the changes.

Perform the following steps in order to save a modified roster under a different name.

1. Click the "Save as..." button.

   The "Save as..." dialog will appear. Refer to Illustration 25.

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2. Enter a name for the "Roster" in the "Save as..." dialog.

   Note: If a name is not provided, then the system will process an empty name field as a Cancel Action, therefore, in order to save the roster, a name must be provided in the correct field.

3. Click the "OK" button in order to save the "Roster".

   Note: The system will display a notification if the name is already in use. The application will not save a used roster under the same name. The used rosters are distinguished by the "[Read only]" label.

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If there are any actions that have not been saved, when an exit is attempted, the system will ask if the changes should be saved.

Deleting a Roster

Perform the following steps in order to "Delete" a roster.

1. Select the roster that is to be deleted.

2. Click the "Delete Roster" button.

   The "Delete" confirmation dialog will appear.

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3. Click the "Yes" button in the "Delete" confirmation dialog in order to delete the roster, or click the "No" button in order to cancel the deletion process.

Scheduler

A "Schedule" is a repeating roster that is applied between a starting date and an ending date. The "Scheduler" configuration dialog is a tool that is used in order to manage the schedules.

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The following list contains the actions that can be performed from the "Scheduler" screen. The "Scheduler" screen is shown in Illustration 28.

• Create a schedule that is based on an existing roster.

• Modify the selected schedule.

• Delete the selected schedule in the list.

• View the selected schedule in a calendar.

• Exit the "Scheduler" configuration window.

Create a Schedule

Perform the following steps in order to add a schedule.

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1. Click the "Create Schedule" button.

   The "Add Schedule" dialog will appear.

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2. Select a roster name from the "Roster:" drop down menu.

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3. Select a start date and a start time for the schedule in the "From:" drop down menu.

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4. Select a stop date and a stop time for the schedule in the "To:" drop down menu.

   Note: The system will not allow an end date to precede a start date.

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Note: The "Total time:" dialog indicates the elapsed time between the "From:" date and the "To:" date.

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Note: The "Roster time:" dialog indicates the total duration of the "Roster".

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Note: The visual indicator, which is shown in Illustration 36, identifies whether the roster fits into the elapsed time. A red signal indicates that the pattern does not fit, and a green signal indicates that the pattern fits.

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5. Click the "OK" button in order to create the new schedule, or click the "Cancel" button in order to cancel the creation process.

Modify Schedule

Perform the following Steps in order to Modify a schedule.

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1. Click the "Modify" button.

   The "Modify Schedule" dialog will appear.

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2. Select a Roster name from the "Roster:" drop-down menu.

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3. Select a start date and a start time for the schedule in the "From:" drop-down menu.

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4. Select a stop date and a stop time for the schedule in the "To:" drop down menu.

   Note: The system will not allow an end date to precede a start date.

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Note: The "Total time:" dialog indicates the elapsed time between the "From:" date and the "To:" date.

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Note: The "Roster time:" dialog indicates the total duration of the Roster.

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Note: The visual indicator, which is shown in Illustration 45, identifies whether the roster fits into the elapsed time. A red signal indicates that the pattern does not fit, and a green signal indicates that the pattern fits.

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5. Click the "OK" button in order to apply the changes to the schedule, or click the "Cancel" button in order to cancel the modification process.

View Schedule

This option shows the selected schedule in a calendar.

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The "Previous" button, which is shown in Illustration 48, will display the schedule of the previous month.

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The "Next" button, which is shown in Illustration 49, will display the schedule of the next month.

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The month drop down menu and the "Go" button are used in conjunction in order to navigate directly to a selected month.

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Use the "Close" button in order to exit the dialog.