Slot Details

Where slot summary reports look at job slots and assignments made explicitly to those job slots, slot detail reports can give you far more information, and can work with and look at job assignments which are not explicitly associated with each job slot.

When to use this report

Use them to see:

• which job slots still need people,
• which have too many people,
• when people are working even when job assignments may not exactly match the job slots.

How they work

Slot detail reports break every job slot into 15 minute increments, then find all people who are assigned to that job slot specifically, or have a job assignment which is for the same job and location and which overlaps the job slot.

Let's use an example: you have two job slots (openings) every weekday, answering questions and guiding visitors at the reception desk. You need three people doing this job in the morning from 7am to noon, and two in the afternoon, from noon to 8pm. For this example, let's look at just Monday.

• Jane Doe has a recurring assignment every Monday and Wednesday at the reception desk, from 8am-1pm.
• Jim Smith works Mondays and Thursdays at the reception desk from 7am-11am.
• Kate Brown works Mondays only, from 11am to 3pm.
• And Alexis Cray works every weekday from noon to 9pm.

You need to know, for every day, when this opening is fully staffed, and when you may need to bring people in from other departments or use your floating volunteers. So, what's your status on Monday?

Notice how even though Kate's assignment crosses the time boundaries for the job slots, this report appropriately allocates part of her time to the morning opening, part to the afternoon. Alexis' assignment runs past the end of the afternoon job slot, but that's okay. (If there was a 9pm-midnight job slot, this last hour of her assignment would get allocated there.)

Only assignments with a status of "Normal" or "Pending approval" are considered in these reports. Any other assignments are ignored and not counted towards fulfilling a slot's needs.