In this article we cover:
Tabular view for Scheduler allows you to see all your shifts in a table list format. This allows additional, useful information to be displayed for each shift compared to the regular Scheduler format. It is therefore useful as a way of getting a high level overview of shift activities.
To access Tabular view open the 'View' menu and toggle on Tabular:
Through tabular view you can see:
Which shifts have clock-in and clock-outs
If a shift has a clock-in, the time of the clock-in will be displayed as a label next to the shift start time.
Likewise, if a shift has a clock-out time then the clock-out time will be next to the shift end time.
If a shift has mileage and/or expenses added and whether the correct allowances have been added
Under the 'Trackers' section of the shift you can see if a shift has mileage or expenses added and whether the correct mileage and expenses allowances have been added too:
Icon | Meaning |
No mileage and no mileage allowance have been added | |
No expense and no expense allowance have been added | |
No mileage has been added, but an mileage allowance has been added | |
No expense has been added, but an expense allowance has been added | |
Mileage and an mileage allowance have been added | |
An expense and an expense allowance have been added | |
Mileage has been added, but an mileage allowance has not been added | |
An expense has been added, but an expense allowance has not been added |
Whether a shift has notes attached
As well as tracking mileage and expenses, the 'Trackers' section also allows you to see if a shift has notes attached:
Filtering shifts to focus on what you need
Tabular view allows you to focus down on specific sets of shifts. You can filter by:
Team, staff or client
What allowances are attached
If a shift has or doesn't have a clock-in, mileage, expense and note
Your selected filters will be visible at the top of the table, from where you can clear or edit them:
Customising your view
Having a lot of data points on a table can make it hard to read, that's why we have made some of the columns optional and you can select which ones to view. These columns include:
You can toggle these using the vertical-ellipses menu:
There are also certain columns that are only visible depending on whether you are in Client view or Staff view:
Staff view: Allowances
Client view: Price book