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        Rotas and Availability - 2059
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1.                                                     X 42    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  2    Rotas  amp  Availability    Access   Start Up MIS    Double click onto the Pharos icon       Database logon    You may get a Database Logon box appear   if so   Usemame    Password        Address    sopht_4    e Click the Cancel button             oracle  Version    oracle  J  The Application Register window will open      Cancel     application Register E    iani xl          Configuration    Sopht DV  Command Net  development version                1NSDURCE PHAROSNSDURCE    shells Q0379900 Ibr The Application Register sometimes gives you more than one option    Sopht D V  Pharos   release version  ASOPHT_1 SOURCE PHAROS   SSOURCE  sshellssQ0370000 Ibr  Sopht DV  WAND Mobile SSSOPHT  1SSOLIRCE PHAROSSSOLRCE    shells wandmobile  lbr                to choose from  if this is the case    e Click onto the Pharos option    e Click onto the Open Application button            Clear default   Set as default   Open application         New connection       Help  SophtLoge           Development E rrvwonment  j  Net for general release or distribution  e Enter your Username EUM  Usei nome   ssessesses8                                       e Enter your Password          Servers                  Lid   Company Database               e Click onto the Servers arrow    e Click onto a Station       If you only work at the one Brigade  then this option should be defaulted to your brigad
2.                                  13  CHANGE  OFFIC ER DUTY                                                                            14  DUTY ROTA BOOK                                                                                      17  DUD OTAS           REED                                   RM 18   HOW OT CHOU MMS CONC OS ane                                                                                                  18  Setting Availability Keys                                                                                 20  SPECIFY DUTY STATUS                                  ie      nasa                                                   cT 21  Entering Brigade Availability                                                          21  TICINO AN CSOULCE Avala DU Uy                                                                                                     21  BEnigrmne Specie Dy                                                                                               22   TOI CIA XT CREE    D                                              pc                       23  ENTERENGSSICKNESS                                   t pU Cd edem    Le 24   DS EAE ae aig te                      P 25                                                                        Im MEM MM UE 25  Effective To  and From  DUIS ocn                    Aurion tata                pd                        26   Duty Clashes shite Mises vua tout           htec                       AC 
3.            sels  REG Officer Ou  Tzu       Too Lom                  You results will appear in the main window   as shown    SLUM paglish T             RAT        Du M  n ru L            m   m d          att pa   ta   Wee Huges    pe  ALO Office Du   2a      n  o      22        fno  wo oor           100  oe                 SRO ORE   Baia aii Hogan     Click onto one of the gray squares           Crouch    AE  ALOT        Bua    3g                                                 tot                              car al                    2                                 WWD                                                                          Offices Dun    54                                                                       4                             the    Specify the Status    window will appear    Specify duty status for D McGovern  Audit Reference 0 as at 09 05 2007 E    Help Status    Status  lie EM   Remarks  Routine Medical Check   Location           Dis Location Testing           you will be able to change the Duty Status of the Officer   Rank   DRANK DisRaTesing     x   Zone   D SZT DisZoeTet          Riding   None      Incident Number           Outduty Mileage   D   For exam pl     Effective from     09052007   Actual start    08052007     06 00  Undo Times    Effective to i E Actual finish     14 00  lt  lt  lt  Back   Next  gt  gt  gt       B dE Comments    Sicknes              Sickness  Outduty  Leave  Training  Medical etc     i  raining i  Allowance  
4.           Location  WHOLEN2 Aintree Fire Station    Cost code   At      Month  October Year    2009 Duty  All Service Number     Date  2010 2009 Time    00 00 Postzone   All Svc  zone        v  Surname       P s N2Green Watel  p      N          RIR OL                 R  R  R DI NIN  RI                     5101 tesATS            As you can see you have a quick reference of  everyone   s Sickness  Leave  Meetings     Reminders  Public Holiday etc       This is an excellent way in keeping track of all    personnel   s where about     A month s availability will display for all    personnel who associate to the criteria entered     You can colour coordinate each Availability Key    to make it easier to see who s doing what       Availability management  lt Colour options  gt  E      Availability    L    Availability    management   Colour options     Late  Medicals        Set colour    Meetings   Public Holiday   gt    Remove colour   R                  Set as default  Sickness   Ready 5 Engineer   Secondment   Samantha Hullis   Sport    management  lt Colour options gt       Constant   Key          lt    Set colour    gt    Remove colour    Cancel      e Select the    Set colour    button Public Holiday    e Once completed  click Apply    Continue until all Availability Keys have been assigned to a colour    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE    Sickness                      PAGE  20    Specify Duty Status    Entering Brigade Availability    The top of the Duty Rota display i
5.          21 weeks  amend the    Effective to    aa    Novel              d eee 2 date to reflect this by clicking                                 TAE                                       0  ee Fae on the    Actual Finish    button and                  tento                  131020  Aes aan    v3102008             Unda Tires         Effective hom    05102005 Actusistat    05102008        Urcky Times                      15783 Acih   230238                nee   selecting the end date in the Efiscive          15102555   Achual inch   1616405  2959        Neen            f l     oh                  colos  Medical 11 30 16 12 30            calendar displayed     Dea       xi  Ce                     If  for example     medical was being entered then the user would need to amend the    Start    and    Finish    times as well thus    enabling an accurate record of duty status in    Real    terms e g  4 5 hrs opposed to an entire shift of 8 hours     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE           21    Entering a Specific Duty    In this example    am entering a    Specific Duty Status    for    Special Rescue Team        e Click onto one of the gray squares       The Specify Duty Status window will appear            Help Status The system defaults to    None Selected     Status   Special Rescue Tem         Remaks   SRTLiwDws      TA  N2 Aintree Fie Staion O      e Click onto the    Status    arrow to enable the viewing of all  des  N2WMDO2 WaihManager         Availability Constants
6.        Information Specified    this will be updated when you       enter the Sickness Details    Shown on next page      When the person calls up and say they are too Sick to come to work they would usually say why i e  Cold  Injury     Headache etc    you can enter this information given into the Duty Rota Book Details     Within the  Specify Duty Status  window       e Click onto the Details button Details         Additional 08 Sickness Details l    Category None selected    Cause   None selected       The    Additional Sickness Details    window will appear CC     esciption of Sickness    Zi    Body Parts a  Select    Here you would enter the reason for the Sickness and enter any    Associated Evidence   Assign      Additional Notes           updates  if any     Let   s go over each Sickness Details         Relates to Audit     0    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  28    Sickness Category    Sickness Category   this is the main group of Sickness    Category None selected    ODPM Cardiovascular  ODPM Dermatological      Click onto the    Category    arrow        Select the reason why this person is off Sick       ODPM Gastro intestinal  ODPM Mental health  ODPM Musculo skeletal    Desciption of Sickness       To setup the    Category      Go to    Rotas  amp  Availability         Configure Duty Systems         Availability Setup            Click onto the    Availability Category    folder     Sickness Cause    Sickness Cause   this is the a breakdown of the Sick
7.      Add                      Click onto the Arrow  Remove              Choose an option         Click OK    You may get a conflict message appear             The system has detected a confidence deficit for location DI LT at 09 05      2007 06 00  Actual riders  4 Ridership  7  Do you wish to proceed  y    Click onto the Yes button Ma   Yes       As you can see the sickness has now been entered into the Duty Rota Book    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE 15    DIRA McGovenD 12    F       Dl LT Dis REO       Open the Availability window      Click onto the    faces oe alien Des     x Em     DI LT   Whole time  on            Station resources for E IPSDI LT as at 09 05 2007       Help  vo   pl       X         EH                  HB  PINs Station   Display   Duties   Control   Rotas    amp pplnc Undo Save   Confirm  Print   Activities Within Sta ti on Resources it i S now    Date Tim          a a  E  09 05 2007   I 09 13 _   Spare OIC     5 Spare drivers     10 showing that Officer unavailable      Name  Rank    Riding   Stat   Finish  Status       PAC          AAA AAA  AAA    DIRANK AVA    E Bloggs 30912      DIRANK       AMAL sed ms  Ege   amp  BLOGGSJJUBI DIRANK                     DR3I23EFADEFADI __              EE Jordan A     0000                       ooo  oss  ava                     JALDRIZEFAD F      Click onto the    X    in the       Mouse     123456   DIRANK        LANA LL me     Jones  455                                      amp   Mouse     123456   Cw A
8.      b         Fyest Te  b Seni Officer             Madea Over  Comte Ea  Other Leave Cre  Sorna Othee                     Duty day change norunt  Detached  Ting  amp  Courses  Hal day ran  hall day  Hall day        non und ome  Fima Leave non ndomedt  1 2 fex 1 2 TUL     J wdwhepid 1 2 dw         T F      2 5 n               D 101010919101   1010101010             01016101   1016       ele cole        vof cle ole ole                                                 Duty Rota Book  09 01 2007 09 32     amp   S   L   EA     gt               f you want to give someone five days leave      Hold the shift key down      the keyboard             Location  Suffolk             code       System type   All 7  Duy system   AN      Rota               EN SEDI nr         Click on the first and last day of the leave  Dae       09001200 Time  f 00 00 Summe         Click onto the leave key  Annual E  mmm m Select the type of leave  Absent without leave    Public Holiday    Medicals  Senior Officer half Public m  Cover   ne    Other Leave    o  eT                       Senior Officer Cover Train  Duty day change non unif  Detached    Training  amp  Courses       Half day training  half day  Half day flexi non uniforme                Flexi Leave non uniformed  172 dau hnsnilal 12 dav   Y    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  36    Schedule    This will give you an hourly account of a persons Schedule  If someone has external training in the morning and an    appointment in the afternoo
9.     10 Officer availabilty Mi                               PINs   Dirly                             17042007  Tme           New          Location  Raa               Comer  5 AMB    M  tier D DITXAFS Business km  24 AMA  2               A list of Officers on Duty and Outduties being Paley GMB   TIO Operations 24                       GME MIMO persion    24         performed for the date and time as specified on the    GEME jai a        ae a PA d  T  Z  pag  GMB   0171  Parscenal EN         Availability screen hugs GMA                      wal                     GMA Mi0Operstios   ai             Crouch GMA             5 Business 0          24 AMA           GMa   O200 Tobcross      _      wa                GMA        Personnel             ee                                    Akki GHAD   109     5 Fiesideriial ial  amp  E 24 AMA  e Click onto the Rotas icon  Rotas               a     dence  oulduty    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  14    The Duty Rota Book window will appear       10          Rola Book 918 04 2007 13 31       e Create a search    e Click onto the Rota icon       M Fw  I F 5    M T wW T F 5 5 M    aT    5 5 A    wT    5 5     12 45 b f 8 3 WW TZ 13 14      16 17 18 13 ZU zb zz 24 21         27 c zB  3        SLUM                  D     RAT Die                    WT                     AL  Dts          HE   Ni fee   D                      M  SCOM                                   Oiee Dua  SCOM Cemener             ALO        Pal  wT                 
10.     Export information to        Close MS Excel   Loads Duty Rota Displayed Lists the  window Spreadsheet Rota Data Summary Monthly Availability Keys   Ed    1     Station   Summary    Summary   Month 24 Hour kep                    Print Report Colour Coordinates the Station Show Hide Data 24 Hour Rota  Availability Keys Resources Summary    How to Perform Searches    The  Duty Rota  enables searches on single or multiple criteria  as illustrated below                    Rota Book  16 10 2009 14 06       E he wA  Hota Station   Summary     Summary Month 24 Hour           Cost code    All                      Colours       Location        Systemype    All    Duky system        Rota  All m  Month    October     rear    2009 D itu  All   Service Number     Date  2010 2009 Time    no  nod Post zone  al    Svc  Zone         Surname       The system will by default display the current month  year  date and time in the respective fields  Go to the search section of the    Duty Rota        The mechanism is provided to search by    Location        Cost Code        System Type        Duty System        Rota        Post Zone        SVC    Zone        Service Number        Surname    and by    Month        Year        Date    and    Time       Please note a search must be performed  If a user inadvertently attempts to display the duty rota prior to setting search    criteria the following help message will generate  The system does not display for all stations  all duty systems  all rota
11.     groups   Rank   WMD  Watch Manager D           e    watch   Wholetime Shift  Whitewatth       Zone   None    No service zone                None  M   Reason   None Selected        Incident Number  i Outduty Mileage         Support Code      Clear Code   Effective from     12102009   Actual start    12102003     09 00 Undo Times    Effective to     14102009   Actual finish     15102008   08 59         4 Comments    SpecialRescue        raining    2 8 Allowance       No addition information specified    e Select one of the options from the list             zi  OK Canes   e Click onto the    Remarks    arrow to enable the viewing of all   Availability Keys    Renee RGR e Select one of the options from the list          Locali GRIT Pieri Laas  Peat SAT Rota ssp Blue  nak ERT Aola        Red    SET          imap                   Effective from     12102009 Actual start    12 10 2009   09 00  Elfeciveto     14102009   Actualtinish     15102003  0859 e Change    Effected       date and times    e Enter any additional information in the    Comments    tab  e Click onto the OK button        gt     Tw T    As you can see in the  Duty Rota Book  the Availability Keys have been entered 11 12 13 14 15       The Keys will differ from Brigade to Brigade  depending on their setup     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE 22    Entering OutDuty    The    Station Resources    has been modified so that when an    Outduty    is inserted spanning several duty periods the system    will 
12.    Station Activities          Accept  Decline Availability  Delete Availability    TE  03 30   11 14     TL  12 00   13 14   gt  Close    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  39    How to Change  Remove Specify Duty Status    There are two ways to Change Allocated Leave   Sickness   Meetings  anything that where entered into the Duty Rota    Book  you can change individual days or change a group of days     Changing Individual Days    Open the Duty Rota Book      Click onto Rota 6 Availability    Click onto Duty Rota Book    The Duty Rota Book will open       Choose a Location      Click onto the box you want to change   remove    The    Specific Duty Status    window will appear    Specify duty status for W 3255_ Audit Reference 2070870 as at 28 10 2009            Attendance Times     Delete Record                Status     Remar                                                Location   N2   Aintree Fire Station    Post   N2WMD02  Watch Manager D       Rank  acting    SMD   Station Manager    YS  DM ZEEN  Zone   None    No service zone     Riding   None  E  Reason   None Selected  M    Incident Number           Outduty Mileage   D       Support Code        Clear Code   Effective from    28102009   Actual start   28102009       09 00 Undo Times    Effectiveto     31102009 _ Actualfinish    01112008  0858  lt  lt  lt  Back   Nest  gt  gt  gt        3 dits Comments  i Acting Up            gt  Training 4  Allowance    In the Menu bar               Aata lonk   0h 1 Fore 1
13.    e   Month   October   Year    2008   Duty  Service Number    Click onto the arrow for Location  Date  2010 2009 Time   00 00 Postzone   All         zone    All v  Sumame      SSMTWTFSSMMTWTFSSMTWTEFSSMTWT    5   2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31    Select a Location       e Click onto the Rota icon       SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  19    In the Duty Rota Book     Duty Rota Book  16 10 2009 14 06         System type           Duty system    All v  Rota All                            ae Ss ae 10 11 12 13 14 15 16  17            WMA  2332 test D 23   221251   2 Blue Watch  WMD 3255 test W 32  PIs  N2 white Watct  Tr 25853 res Mj T T T TEE           2 Blue Watch  FF 2996 test AW            2 Blue Watch       RU           2 Blue Watch             FF 3082 test G J 3I       5  N2 Blue Watch   FF 5223 test 522              2 Blue Watch  eT NN            2 Green Watel  Fr avo eco ll               0 he ER       5  N2 Green Watel    FF 5008 test TF 5                         4    Setting Availability Keys Colours    In the toolbar    A  oo    e Click onto the Colours icon Colours    Here you can colour coordinate the descriptions    e Click onto the required    Availability constant    e g     Leave       Please refer to the    paint pallet     select the required colour e g        Yellow                            od Wi        ooh                            SUSIMOIAWITOSEES  8 19 20 21 22 23 24 25 26 27 28 29 30 3       
14.   Roll Button    Available ranks     e Click onto the Roll icon            ess ei 2  GMB    De   This will show  by rank  who is available for duty at this given time AUD  T                                 Is  MB                ee       E            2     DOM E b   ip EN ees   E  eee         e Click onto the Officers icon                                   bumen bt  24       Optra 4     ET cmm                                   M                34   T        Hag    A list of Officers on Duty and Outduties being performed for the date    aa  ae               Bune d       COT acronis                                    E                and time as specified on the Availability screen       OutDuty Register    You can also view which Officer is Available or which Officer is on Outduty by    Outduty register   e Clicking on the Outduty Destination Cicer    e Select Officers       e Click onto the Outduty icon   M4 C1       KEEGAN S31      SOPHTLOGIC   COMMERCIAL IN CONFI DENCE PAGE  9    Confirm Button       The Confirm button will enable the user to globally confirm the availability     Access to the Confirm button is restricted to those users who have been assigned the system privilege Rotas and    Availability   Confirm Availability for All Stations  availability  confirm     Please enter PIN number          When the user clicks confirm they are requested to enter the personnel pin number        The system will then confirm the availability for each location and active rota liste
15.  H2 gius Watch      el      e  n                el n  n                                       SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  41    Delete A Record    To Remove    A    record    e Click on to the record you want to remove       This will open the Specify duty Status window    In the Top left hand corner         Specify duty stat  Help   Status  e Click onto Status Help   Status    Attendance Times     e Click onto Delete Records er ef  Remat Delete Records In Group             Delete audit ref  20708807 A dialog box appears asking you if you want to Delete a      Person 3081 GM  Times  10 10 2009 00 00 to 10 10 2009 23 53  Records    Ma      Yes    e Click onto the Yes button    The  Status  and  Remarks  fields will default back to  None Selected     e Click onto the OK button    As you can see  the box that was blue with  O  on the box  for Overtime  has now returned back to a grey  box  meaning this person is now available for duty     Attendance Times    Specify duty status for J P T Pollard T  e Click onto Status              e Click onto Attendance Times Status     Attendance Times          Delete Record     Remat Delete Records In Group       A dialog box appears showing you the actual time you worked and the Shift time you was scheduled for that day   this is  good to check and see if a person is doing overtime     Actual start  07 01 2009 18 00   Finish  09 01 2009 23 59  Shift start  OF 01 2009 18 00   Shift finish  Q8 01 2009 23 59    Actual start  06 
16.  M        Tools and Accessories      or by g oin g to     WAND Mobile    Ctrl Shift Q    Global Navigator          Open NaviBar     Restore NaviBar  Save       e Navigation      Dynamic Window Control               Logon        Global Navigator PIN Logout       Listeners Not Enabled             System Help    Ctrl F1  Menu Bar       Enter a Module into the Menu Toolbar    On the Global Navigator menu    e Click onto one of the Rotas and Availability button       The corresponding module will appear in the toolbar  As shown      File Edit Navigation SOPHT  net Rotas and Availability Window    This gives the user  you  a shortcut access to the sub menus under that module    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE    PAGE  4    Adding Shortcuts to the Menu Toolbar       Rotas and Availability Window                   Configure Duty Systems Duty System Types     Other Configuration Options  gt  Duty Systems     Control front screen  eel lei e Click the left mouse button onto    Rotas and Availability     Resource Manager    Availability Constants       E e     Move your mouse down to    Configure Duty System     Duty Rotas       5  Public Holidays        Absence Analysis    aces    vs e M ove y our mouse to t h      9 h t  Overtime and Acting up Analysis    Activity Types       Check All Stations    e Move down and left click onto the    Menu Bar          Availability Program Groups          Security     ee     Availability Programs     System Maintenance     Pas    A Process Avail
17.  SOPHTLOGIC   COMMERCIAL IN CONFIDENCE           Delete audit ref  20708707  Person  3255 Wy  Times       10 2003 09 00      01 11 2009 08 53     Ma   Tes    PAGE  40    Within the Specify Duty window    Specify duty status for W 3255 Audit Reference 0 as at 26 10 2009       Help     Status   Status   None selected                  Location      2 Aintree Fire Station        Post   N2WMDO2 WatchManagerD        Rank                  60  The    Status    and    Remarks    fields will default back to  None Selected   Zone   None    No service zone M   Riding       m   Reason           OOOO     Incident Number     Outduty Mileage       CI ick onto the OK button    Support Code       Clear Code  Effective              28 10 2009 Actual start    28 10 2009   09 00 Undo Times    Effective to     28 10 2009 Actual finish    28 10 2009   17 59  lt  lt  lt  Back   Next  gt  gt  gt              Comments i  Acting Up          Training   i Allowance    Pa buty Rote Book        102009 1406             WHOA Fae Sten         SSC  mam      P     Moi           oor       a             SS   As you can see  the box that was green with    AU    on the           507s melee see          ome  L    for Acting Up  has now returned back to a grey box  meaning      2202     WMD X0 bea Wal a   this person is now available for duty  jajne whee wa g       N2 Blue Watch  FF TER beat ACA   je is  N2 Blue Watch  FF SED bet GM   je s  N2 Blue watch  FF SEG tet GJ     je s  H2 gius Watch  FF Sd beet L 322  je s 
18.  SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE 11    tA Tyne met eee qe  dm       were      misisti     Yellow     this indicates that availability for this station  has not been saved                 EE   m ug or                           as       T           Green Tick   indicates availability has been saved  and confidence levels are met            mm              ot      lt         1   I  Pit he rd xps eras                   9  Jj                  n 1      Red Tick   indicates availability has been saved and station is at minimum ridership                                       eju  L ir Dama   Gam          i                     Fw                   m du  Lb m     ui 8 Red Cross   indicates availability has been saved but minimum ridership level has not    been met and therefore station is off the run    SGC              jx  ag mu           emm  ines                   1           e                SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  12    Checking Station Resources    There are two ways to access the Station Resources       One way is by clicking onto the 3 faces icon which is located at the end of each brigade    Luton  BRE    O2 LU   whale time          tation resources                SUELE        77         8 DEED SEL ELE        ie If the Availability window is opened on the 13 10 2009 at 11 27       Dae                14 10 2008        113 ul M ease Cac     Speer           4 5   E 5     az         and left open for 10 minutes and then the station resources window i
19.  are called    the    Child     The    Parent    is the    Sickness Audit Number    the Child will relate to    unless it is a new sickness      If the sickness needs to be related to a previously entered sickness and or the Audit Number does not appear in the Audit    box  enter a     1  in the Audit box   this will let the system know that the two sicknesses are related     In the reverse  if you have entered a block Sickness but it s two separate Sicknesses  in the  Relate to Audit  box  delete    the number and enter       O    this tells the system that this entry is a New Sickness    Once you have completed filling out the  Additional Sickness Details  form    Category   ODPM Other     Cause   Sickness         Click onto the OK button Desciption of Sickness Can t keep anything down A  Body Parts Arm And Shoulder    Select    Stomach   nd Muscles          As you can see all the boxes are filled in giving as much information   Associated Evidence Accident   085001     Assign      about why the person is off and about the Sickness   Additional Notes       The more information you collect and enter the better understanding    Relates to Audit     0    why the person is unable to work     At the moment the    Related Audit Number    is showing a   O    this is because it is the    Parent    when you add additional  Sickness days    Child    the audit number that is showing at the top of the    Specify Duty Days    window will be the same as    the one in the    Child       A
20.  each window provides    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  7    Availability Toolbar    Displays Displays    Rotas that personnel Displays List  Print your are Active at currently on of Officers on  Report Given Time out duty Duty                    X    Suspend                    utduty Officers    vf    Confirm           Allows to Loads Displays  Transfer of Availability Nominal Roll  Available  Data to Other  Applications    Globally  Confirm the  Availability       Active Button                   V Altemative Pati 4  Rider ALTOPS3  IV Flexible Duty    E    e Click onto the Active icon nores     v Flexible Duty       IV Flexible Duty  This Icon will activate the Rotas available at any given time and show in the column on the left of your     eden es    screen    ncident Invest    OQutduty register   Hider        v Incident Invest          e Choose a Rider   Officer or All on the Outduty Register       ncident       Outduty Button          Outduty          e Click onto the Outduty icon  Outduty register     Rider       This will show Displays personnel that are actively on    Out Duty    at given time              destinations       Kirkdale      City Centre    Low Hill It will also show all Outduty Stations within the  Outduty Destinations  box at the bottom         St  Helens Fire Station left of your screen  This is usually the same as what is displayed in the main window     Newton Le Willows      LI IHN ih  u     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE 8  
21.  efficient and effective mechanism for performing the complex task of maintaining    resource availability     The Rota and Availability System is intrinsically linked to the Personnel System  It is necessary to have both systems    installed otherwise neither will function     It is for this reason many e g  personnel related functions will alter information held and displayed in the Rota and  Availability system and vice versa   How is Availability Obtained  Calculated   The availability is based upon the following calculation     e Today s Date minus the Rota Base Date  e Divided by the number of days in the pattern  will give a number   This number will locate the position into the pattern    e g  in a pattern of DDNNRRRR 3 would equal the first nightshift     SOPHTLOGIC   COMMERCIAL IN CONFI DENCE PAGE 6    Availability       Availability shows  by Brigade  who and what is the available       e From the Global Navigator  e Click onto Rotas and Availability    e   Scroll down and Click onto Availability       Availability window will appear     9  availability         ez  f         Aet sl      As you can see the Availability window has 4          windows    Window 1   Watches that are available    Window 2   Display Availability by Location   Brigade     Window 3   Display personnel on Outduty  or    Availability by rank at the given time    Window 4   Displays Locations that are Available    for OutDuty Destinations          Let   s start from the top and go through what
22.  in g  Li OK   Cancel    ieu   p           M Tw T    5 5    T Ww  16 1  18 13 20 21 22 23 24 25         Click onto the OK button to close the    Specific Duty Status    window     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  38    Audit History    Audit History is a good way to keep track of entries and changes that have been entered in the Duty Rota Book      Right click onto the grey box    Click onto Audit History       Add or Edit Comments     Add or Edit Colour     Remove Colour    Change Status     View Status       Audit History          Schedule     Station Activities       Accept  Decline Availability    The Audit History window will open   As you can see in this example Delete Availability    Clase     9 audit History for CM P    ROBERTS for 11 10 2009 as at 14 10 2009 08 50           Comments  ADMIN INSERT From to           14 10 2009 08 54 08 11 10 2009 09 00   11 10 2009 17 59           There have been three changes that have been entered and who made the changes and the date and time the changes    were made     To close this window       Click onto the    X    icon    View Status    Another good way is to see straight away any appointments for that day   if more then two use the arrows to scroll    up down     Add or Edit Comments     Add or Edit Colour     Remove Colour          Right click onto the box          Click onto View Status Change Status    View Status     Audit History     A box will pop up showing that days appointment and times UR  crhiedule      
23.  like to remove these records        B Duty clashes for period 10 01 2009 00 00 to 10 01 2009 23 59      Audire   Starttime   Finish time            Status        Remark    The reason the times are crashing could be that the person would zi maa    574681 03012003 18 00 1001 2009 08 59 UNA QI      C1  Certificated illness D T McGovern        have been on a Night Duty and the times for the Day Off would  have been 00 00 to 23 59       The Night Duty shift does not end until 08 59 in the morning of the 10 01 09    Effective frorn     09 01 2009 Actual start    09 01 2009   18 00  Effective to     09 01 2009 Actual Finish    10 01 2009   08 59    On the next day entry   Day Off   the time is 00 00   23 59 this will Clash with the Duty System as the Finish time on the  09 01 09 finishes at 8 59am on the 10 01 09 but the Start time on the 10 01 09 started at 00 00am before the finish    time     Effective fram     10 01 2009 Actual start     1007 2009   00 00  Effective to     1001 2009 Actual finish     10 01 2009   23 59    By changing the Actual Start time from 00 00 to 09 00 this will not Clash with the Duty    Effective frorn     10 01 2009 Actual start    10 01 2009   09 00  Effective to     10 01 2009 Actual finish    1001 2009   2359    SOPHTLOGIC   COMMERCIAL IN CONFI DENCE           27     i  Comments f  08 Sickness E Trainirig ae Allowance       Retain colour    E           Under the Sickness Tab it will show    No Additional No addition information specified   Details  
24.  this is because  the person is on a night shift and will not show up    in a day shift time pattern     The Sickness that has been entered is showing in the Absence sub menu    a Absence for J P T Pollard Test      Stat      Timeon  Finish   Time off   No of days  Status  Keys   zd sub constant er  0701 2009   18 00  0901 2009   2358          LE a       04 01 2009   09 00 5  1 2 2009  gt                          Injury  Sickness   25 12 2008 01 01 2009    UNA 2 3 5T Self Certificated Illness    Sickness  20 12 2008   20 12 2008   1 AV    13122008   09 00  1912 2008   17 53 1 AV    08112008   00 00  15112008   23 59 8 UNA  01112008   09 00  0711 2008   23 59 7   UNA           Remove       SC Sort             08 Sickness  08 Sickness    C1  Certificated illness    3 3  3 3  3 3  3 3 51  Self Certificated Illness    Date range   o1 112008   to   os 012009       B Sickness for J P T Pollard Test             To   Sick days   Dutydays  Group   Category   Cause           04 01 2009 0901 2009 6 00 4 00 C1  Certificated illness  25122008  01 01 2009 8 00 400  ODPM Other 51  Self Certificated Illness Cold  08112008  1511 2008 8 00 400  ODPM Endocrine C1  Certificated illness   01112008  07 11 2008 7 00 400  ODPM Other 51  Self Certificated Illness Blood Poisoning    v  4 b    SOPHTLOGIC   COMMERCIAL IN CONFI DENCE            Revise    Remove         Rota Book      This    is because the first 3 days is under S C  Service    There are two entries for the same sickness     Injury  and t
25. 01 2009 08 45   Finish  06 01 2009 17 44  Shift start  06 01 2009 00 00   Shift finish  06 01 2009 23 59    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  42    
26. 44                                  YET    WHOLEN  Aunties Fite Toten           eueee u            seme                            a  a H  Mess         ves       Duy   ja     5                  7    Date  onae tme at   Penne a Oe                                              naan                            z  x  Ha gh weh       R           R  O ulu Rl xl      nlr               RIR  ole  WHO S255 eaw 37                  1  ca                      H2 ri Wad    e  G                       295            jr  82 Bic Wiech   FO              jr  82 Bic Wiech                    EEJ   2 Dae Watch  F             1            ELE  HS Ban waich 3 L                              ADE    n       F 559                              T   e  u nu   e      e  o  5                                      watch         role       ele       202 te                            Green yall  FF     2920 eet 2     H2 Green fated  Fe Sm                     pe e       Green          R  e  R n  el     e                   RI           nl e      el       ae PP     AMO                             k                                                         Click onto the    Status    option    Specify duty status for W 3255 Audit         ae Attendance Times          Delete Record                  yele EEE In Group        Click onto    Return to Original Status       A dialog box asking if you are sure  will appear       Click onto the YES button      Click onto the OK button on the    Specific Duty Status       window   
27. IDENCE PAGE  13    The Station Resources for that Location will appear   as shown                  ri tcasnorse for LUI    ad 14 10    i      Hen  Fa   588  28  4   0         ate   2   8            1   Date Tee          xf            5eex  1 se    LD o3                    ue                    c    icc         vs  ava       spain        unen  THOMAS GIC     rio   ss ANA 1H 1020080800 14  ERAD Riim                    Bo            v                                  EN  cous e ee  me  ae nn                                                   este         ate                      The station resources and capability analysis functions which return the       DL Hn B un   irn    ma rm              Im                                         NULT    5 NN   list of skills has been modified to return only those skills which have not  I mL uud        Cem ee    Been        tua m     ur  mo  ares  ava                                        expired based upon the frequency on the skill and the date obtained on      WRIGHT      FF               1758               14 10 20009 28 00             HaTH  ww EJ  FF BR      una Ap 10 20 moo   17 the skill profile                   mireia eti   Diei            Ree               otters                       Change of Officer Duty    If you have an Officer that calls in Sick or needs to Change Duty    You can Change their duty by using the    Duty Rota Book    or you can do it from the    Officer Availability    window    e Click onto the Officers icon
28. M eos uta Atte                           27  SICKNESS CALC OOTY sa                                                                                                                  ate 29                                                         a 29  Description OJ    9                                                                                             29   Body        ymo MN Lco      30  Associated Evident            EET Pr 30                                             E 31  Relates           M CD 31  REMOVE A  SICKNESS FROM THE DUTY ROTA BOOK Ue dente eto OR e or editt dO oti D e E wis eO ei a ee ped hat do deti dte ode ito de ae 34   24 HOUR lec                                                                             35  KEY ICON C                                                                               U                                              M S 36  SCHEDULE                                                                                                                              37  ACDIR HISTOR M ute      DAN LL LAM LAM          M i tM uL E M LR M IC          30  NOW LATUS E aU MI ML ARD IM NL IM Lt D LUE M E                 REM AM LM E er roe 30  HOW      CHANGE REMOVE SPECIFY DUTY STATUS siut t sed etd M mte into ans Sac aaa iue rea Md      M Er I ELM LE 40                           Days tto          ur      ese se                A ra                                     40  Delete 259  7 M 42  Afendanc eA UNES P                                  
29. MA   Pe  McGovemD  123  DIRANK     0500   1400  UNA   wn EE    Within the Availability Window      Click onto the Officers Icon Officers    WT                   nix    HOHORA    tex         il                     lank        Raia                       Heaton                    F        bonnes  OPARE ML On Locafen T es         EPT x   Again the system shows that the officer is   E jso          awa             warme       ALTALI              51a   awa         E  IPOS   Seaton 5  FFI SUIS apis Test   awa      unaval la b   e               ORG Gi Descmphon  TI          ORG    Mors M Du BOLT itt Location Tesi   ava Cw  l   PwFF  six7              Headquarter    ava SIRT  E             ADHI HU uak Headquarters          ROHI                                 Headquarters                  E  Cabot      ALLALI              Sta                  E           FF           Metar Sis A           Z            T FF bit  Puck ne enter Ala FF     Pera FFIZ ALLALI        ie           ABS  Z Dem  FFH               Sia   aes  TESTI    teenth T      Ju                     CD AMT  MeBevemD DREN   CAL TAN Lonen Tecta      05 2007 0600  0906 2007 14 00          DPT                     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  16    Duty Rota Book    Pre planning Attendances    e Provides the facility to determine past  present and future staffing throughout the Brigade  e Provide summarised information on demand about station levels of sickness  leave  training course  attendance   Features    e Duty 
30. SOPHTLOGIC       Rota  amp  Availability  2059 SP13  User Manual    For more information     E  diane mcgovern sophtlogic com      01473 255552    Table of Contents    ROTAS SAVAILABILITY                   M                                            3  ACCESS cars      22 WO      lem pe nv SPO           RR e A SEEE                                   ee eee 3  ACCESS ROTA  amp  AVAILABILITY MODULE    sea bp eu pne dde etu op de ea dena ea Een DNE e eee a sdaesnassosensesdecusasanocsessedbebsadeds  ccsseabeucbdesdssecosdatsesvsnnsseces 4  GLOBALNAVIGATOR UR t etaed      oec n AMALIA MM EAM DI MMC HMM MAREM D REC EI 4                       the Menu Toolbar cain  tees seine cineca aeu eM REP AE Nea aue e ges Gp te Sa a aon    pe od E Snes Cad pm ME Ede 4  Adding Shortcuts to the Menu          phe E OR EN t nasum Au NV MuR aU ds TEM M UE NM MEE LM      5  Remova M  d  l  from the Men   Toolbar    atis de Eel      ul tab ised             E E                                  usual hind UBL          5  INTRODUCTION              aa                                                                                        6  AVAILABILITY e                                                                                          7  P                                                                                                                  E 8  CHECKING  S TATION RESOURCES                                                                                                                    
31. This gives you a quick outlook on whose available and if    not available why     Sick  Outduty  Training  Leave etc    If you would like to put someone on training for a few hours  or they have a meeting  anything that will make them    unavailable you can easily do this from the Duty Rota Book by    e   Hold down the Ctrl key    e Click onto the hours you are saying that person is unavailable    You can either    e Right Click and choose the Schedule button    a                    e Click onto the Key Icon    Let   s Start by clicking onto the Key icon    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE    Add or Edit Comments     Add or Edit Colour     Remove Colour    Change Status     View Status       Audit History       Schedule          Station Activities        Accept  Decline Availability  Delete Availability    Clase    PAGE  35    Key Icon    This is a short cut way to assign appointments leave training etc    SEI     Click onto the    key    icon           Say you wanted to assign five different people to an eye appointment on five different days          AEA pee GJ                                                J           Hold down the Shift key on the keyboard sees  cr we EF ma  O be wef   ee      Ome   omav          0000                Click onto the selected squares        Go to Medical  Select Routine Medical Check       wrt  76          wWwrFSSMIEWTEFSSMEWT  9 100 12 132    15 17 13 3  2022  22 224  5    F  a        10            MT key     75225   f                 
32. abilty Programs     Attendance Planner       System Help    Ctrl F1    Capability Analysis       Menu Bar    System Help    Ctrl F1  Menu Bar       You have now added    Configure Duty System    to your menu bar     File Edit Navigation SOPHT net Rotas and Availability Configure Duty Systems     Window    This now gives you shortcut access to anything within    Configure Duty System       Remove a Module from the Menu Toolbar    e Left click onto the module you want to remove from the menu toolbar  e Move your mouse down the list of options    e Left click onto the Menu Bar    The menu bar is at the bottom of majority of the drop down menus    Follow the same procedure as shown above to close any modules or sub menus    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE    Configure Duty Systems Window    Duty System Types     Duty Systems     Rota Configuration          Availability Constants     Availability Keys     Availability Buffers          Public Holidays     Availability Profiles     Activity Types          Availability Program Groups     Availability Programs     Process Availabilty Programs       System Help    Ctrl F1    Menu Bar    PAGE 5    Introduction    The Rota and Availability system monitors past  present and future availability of Brigade resources e g  appliances   personnel and equipment  This provides Brigades with an accurate depiction of resource availability and can be used to    identify resource shortfalls or surplus        The availability system provides an
33. create a transaction for each duty day within the transaction date range  This is consistent with the    Duty Rota Book        e Click onto one of the gray squares       The Specify Duty Status window will appear                    Specify duty status for W 3255 Audit Reference 0 as at 20 10 2009        ys The system defaults to    None Selected      Status    Unavailable X     Remarks    Dutduty z               D        e Click onto the    Location    arrow to enable the viewing of all  Post   N2wMD02   Watch Manager  D                 Stations       Rank   wp   Watch Manager  D       Watch    Wholetime Shift   White Watch X   trg dy                              Aali             0                1             Zone   None    No service zone T  i                                        s3   Riding   None  X             Temm      Reason    outduty due to overtime    Fat   Incident Number    Enter Incident No  Outduty Mileage    50 id   Support Code    T Clear Code  n   Effective from     20 10 2009 Actual start     20 10 2003   03 00 Undo Times   P rehini     Effectiveto     23102009   Actualfinish    24102009  08598  lt  lt  lt  Back        Hoste PEE MENT    Hz  Supe                            ig Comments i   None selected    p  Training   p  Allowance mm ETE Nea LAA  ne         er          HFA   M7                 Enter any additional information  optional    Details                fiian  aT ALLDATOH LLAN       EZ Selon Daniae        ae  t mh    Caes   e Select one of the opti
34. d in the Availability window  The    ridership and minimum ridership is calculated and written to the confirmation table     fF   a4   G      F QU X   wr P  T Diir  Rol                 1  T  1    J a  ues        a  s              Load the Availability    e Click onto the AVA icon       The system will automatically default to the current date and time when the    window was opened     This will show  what resources are available for duty at this given time        SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  10    Search Facilities  Let   s look at the Search facilities    The date is usually showing    today   s    date and    time     Click onto the arrows and choose the    e Area    e Class   e Outduty Register   e Click onto the Green Tick    c  170207         1529 af Ares  All   Class    whole tine Y      nr Officers        a          On this day and time   chosen    e Area   All areas  e Class   Whole Time  e Outduty Register   All    The results   got were Confidence            Available Over under Officers Jar Officers       If we look at the bigger picture        pem  In the centre window it shows  by Brigade  who and what is the available           i       e aa  ARAA          ove ARA DERE                       9                                        86                   d 7                   OR  AR Who aa  ol de        Here we are going to look at the Officer Availability              3 Faces Icon   alongside the station of which watch the user is wishing to view    
35. dditional Sickness Details    window     e Click onto the OK button    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE 31    The information has not appeared under the Sickness Tab    Specify duty status for J P T Pollard Test   Audit Reference 574656 as at 04 01 2009 4    Help Status    Status   5j   Location   BE Bedod       Post  Mw03 ModfiedDuies     This is because you have not refreshed the window  Rank   WM  WATCH MANAGER        s          watch  01 wWhole time shift   GR     Zone   None    No service zone      Riding   None        Incident Number  Outduty Mileage  aa         l ck    nto th          b u tto n       Support Code       Clear Code  Effective from     04 01 2009 Actual start     04 01 2009   09 00 Undo Times    Effective to     0   01 2009 Actual finish  1 07 01 2009   08 59  lt  lt  lt  Back   Next  gt  gt  gt          ig Comments       08 Sickness   Training    Allowance      Retain colour       X e              As you can see the Sickness has now been entered into the Duty Rota    KS Book    M z  Cancel         Specify duty status for J P T Pollard Test   Audit Reference 574656 as at 04 01 2009         had entered a block Sickness of 3 days Hep            Status   5    Remarks    53  SVC  Service Injury       e Click onto the Day in question o        E  Post    MWO3   Modified Duties     Rank   wm  WATCH MANAGER     watch    01 wWhole time shift   GR       Zone   None    No service zone    The information you added in the Description and Additional Notes nin
36. dentifies each day in the month by the date and first letter of the day e g  M10 equating  to Monday 10  of the selected month   5    M T WT F 5 5 M T wW T    8 5 M Tw T    5 5 M T    T F 5 5 M  1    3 4 5 6    8 83 1011 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26      28 29 3D 31    Entering Resource Availability    The Duty System Pattern is displayed in the enclosed white boxes  as previously defined via the    Duty Systems    option of    the  Setup  menu     When availability has been entered  it is displayed in the enclosed grey coloured boxes   as shown            Bloggs J 55   55        H   General      DIDINI NM          By clicking on any of the coloured   gray squares the  Specify Duty Status  window will appear and give you detailed    information   as shown below        A Specify Duty Status window will appear with the information for the absences   here are two examples    Within this example  One is for Medical Appointment  the other is for Leave        Specily duty status bor W 3255                                STRAT  au        5 T0                    duty status Pur W a2  Adit Reference 20700      as at 05 LU                       Hep      Heb gaw  Salus          l Slalus  TIT E  Remus                  f  Annual Leave    is being                          d  Locale H2                 Station   Locations  H2 AnenFaeStion       Poit    2      02   watch Manager T     entered for    period of e g  CWO P   ham          O   O  Pari    Fark  WMO  Wateh Manager TF
37. e     e Click onto the Login button    Help      ii Used by   Depending on your Privileges Absence Monitoring    Fire Reports                           Support        Information Technology   You may get a Select Office box appear   if so  Macc     perational Planninq   Personnel   Rota s  amp  Availability   Safety Training Centre   Stores and Purchasing    e Select an Office Training  gt         Click OK Cancel                   The Global Navigator window will appear on your screen    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  3    Access Rota  amp  Availability Module                015     Help  Global Navigator   AIMS   Personnel    Query Manager   Training    Executive Information   Support Services    Returns and Indicators   Supplies    The Global Navigator is the main menu of the system  providing access to each Equipment Manager     Your Own Menu         Stores  module  A user will only be able to access parts of the system that they have ae        f Exchequer    privileges Tor  Communications Administration   Fleet Manager    Operational MIS   Fleet Contractor    Operational Support   Water Supplies    Rotas and Availability   Fire Safety        Risk Management    The Global Navigator        be accessed at any time by Station User   Spatial Integration  Atlantis     i E Fire Reports      8 7 0 7  e Pressing Ctrl  amp  G on your keyboard at the same time 2      Navigation SOPHT net IPDS Personnel PR      tri     G     Activity Manager             Messenger    Ctrl
38. g information has been set   Rank    SMB   Station Manager B  Comp      Watch    Control Officer   Control Officer             CONTROL   CONTROL    Any amendments  like Location  times etc can be added changed here  Riding   None  T   Incident Number       Effective from     20 04 2007 Actual start    20 04 2007   09 30 Undo Times    Effective to     20042007 Actual finish    20042007  1114  lt  lt  lt  Back   ii E       If there is more than one  Status been  Scheduled  the  Next  and  Back     buttons will go from gray to black     Mes  gt  gt  gt   lt  lt  lt  Back            Specify duty status for A C Ferguson  Audit Reference 2625 as at 20 04 2007    Help Status    Status                 Location    0270   Control       Click onto one of the buttons to scroll through the persons p    FDS20CONSM  Station Manager B Comp                     SMB  StationManagerB Comp  OOO H  appointment schedule  bi               Watch    Control Officer   Control Officer     Zone   CONTROL   CONTROL    Riding   None      Incident Number      7 f   4  e     Effective fi Actual   Undo Ti   As you can see it will also change in the  Specific Duty Status  window         EEEUM                0    Effective to     20042007 Actual finish   20042007  1314      lt  lt  lt  Back     Comments i     Next  gt  gt  gt       Add          Amend       Back in the Duty Rota Book   depending on the time   the Availability       key will change from  in this case  the    TL    for training to    TE    Time of
39. he other 3 days are under Certificated  Illness  This is also a good way to see   Depending  on your Sickness setup   if the first 7 days is Self   Certificated and the 8  day onwards is Certificated    or if the Sickness conditions have changed     And the Sickness sub menu the whole 6 days are  shown as one sickness under the last entry     Remarks  entered     PAGE  33    Remove a Sickness from the Duty Rota Book    If you accidentally entered the sickness to the wrong person  e Click onto the grey box of the sickness you want to remove  The Specify Duty Status window will appear  To Remove    A    record  In the Top left hand corner    Specify duty stat    e Click onto Status Help   Status    e Click onto Delete Records  A dialog box appears asking you if you want to Delete a Records  To Remove a  Group  of records    e Click onto Status    e Click onto Delete Records in Group    A dialog box appears asking you if you want to    Delete    All Records in the group    Dialog box appears asking if this the correct Record       Specify duty status for J P T Pollard Te    Help   Status         e Attendance Times     SE Delete Record       Remat Delete Records In Group       Specify duty status for J P T Pollard Te    Help Status        Attendance Times     Delete Record     Remar      Group       Status         e Click onto the Yes button    e Click onto the OK button    The  Status  and  Remarks  field will default back to  None Selected     The Sickness will now be removed f
40. i    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  32    The system has also updated the Personnel Record Card  PRC  Sickness and Absence windows and the Availability window      as shown        station resources for 1BE as at 04 01 2009    Help     ini x                       WO ix       PINs Station   Display   Duties   Control Applnc Undo Save   Confirm Print Activities          Date Time     04 01 2008       8   12 17 l Spare DIC   smi Spare drivers               Meme         Bing           Skills    5  BARTER MA         Dismount     M   MASON N i            amp       Tess PT  Ts WM         0900   0858  UNA            JCHEGUIE     Betum       T               3  04 01 A 207 01 20091  7777     If the person has called in and is now off for additional 3 days     5           resources for 1BE as at 07 01 2009         Date Time    E 07 01 2008      E 19 00      Spare s  Spare drivers    5                      TEAR    5    HARRISON YJ          Dismount       Overtime     br reise ed and aseo cd pense rdi le Pod ern                                          m  Betum       In the Personnel Record Card       P x         Schedule          As you can see in the  Station Resources  the    person who is off sick is now unavailable for duty    The system also lets you know the date he she is due    back to work     As you can see the system has updated itself to the    last day he she is off sick     You may notice that the day and time is different in  this example compared to the last  
41. ilable  ae 01 Unavailable    Location       e Click onto the Status Arrow 02 Time Off In Lieu  Post  03 Annual Leave  04 Other Leave    i i HE 05 Public Holiday  e Click onto the Sickness Option    s NN  Watch  D7 Trade Union Leave  08 Sickne 5  Zone   10 Flexi Duty  UNA   Riding  11 Cover Officer Av     12 Control Only  13 Modified Duty  14 Training Centre Instructors Only  Data Exempt Period    Incident Number     Support Code        To setup the    Status      Go to    Rotas  amp  Availability         Configure Duty Systems      Click onto    Availability  Constants         Add    button     Remarks    The    Remarks    are the    Causes    that are under the chosen    Status    option     When the Status    Sickness    is selected the    Remarks    box automatically default to    Certificated Illness        To change the    Remarks    option          Status    08 Sickness  5      Remarks  C1  Certificated illness X             Certificated illness         C2  C  Accident Off Duty          Post  C3  C  Service Injury   e Click onto the    Remarks    arrow C4  C  Exposure Toxic   Rank  Cx  Part Day Sickness  51  Self Certificated Illness  Watch  52  S C  Accident Off Duty        53  S C  Service Injury   Zone  54  S C  Exposure Toxic     Sx  Part Day Sickness    A selection of  Types of Sickness  options will be available  depending on your set up  for you to choose from     To set up    Remarks    go to    Rota  amp  Availability         Configure Duty Systems      Click o
42. irst 3 days   Day shift start time Night shift finish time Last 3 days   Night shift start time Midnight finish time    Effective fram     04 01 2009 Actual start    04 01 2009   09 00 Effective from     07 01 2009 Actual start    07 01 2009   18 00  Effective to          01 2009 Actual finish    07 01 2009   08 59 Effective to     09 01 2009 Actual finish    0907 2009   23 58    Notice the times are different this is because the last 3 days       T  monum T change from a night shift duty to a day off   as shown  Ww Pollard Test J P    PF s BEGRMODIFE        ol ol wlan                 moore       ponams        The midnight Finish time  11 59  shows the person is not on Duty otherwise it would be 17 59  day  8 59  night      Another Example is when you are entering Sickness on a daily basic through the Duty Rota Book instead of changing the       Effective To    date in the Specify Duty Status window     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  26    Duty Clashes    When entering a Sickness Daily over Duty Days you will need to change the TIMES in the    Specify Duty Status    window  If  you do NOT do this the TIMES this will    Clash    and a dialog box will appear   as shown below     Duty clashes for period 10 01 2009 00 00 to 10 01 2009 23 59      WARNING  Sickness clashes have been detected which are associated to a sickness period to which no other availability  records are attached  Removing these records will also remove the associated sickness period     Would you
43. n  this can all be entered onto the daily schedule   as shown below      e Right hand mouse click the required rota square Add or Edit Comments     Add or Edit Colour       e Click onto the    Schedule    option Remove Colour    Change Status    View Status       Audit History       Schedule          Station Activities       Accept  Decline Availability                 Key   Description Delete Availability                  Highlight the rows      Enter what is scheduled   as shown            Annual Leave  ios  Extra Annual Leave   Over Head for Head Exchange  UNA   Head For Head Exchange  AVA   Long Service Leave  Not Entitled to Annual Leave  Hom Public Holiday  Public Holiday  Available   Rota Leave  Time OFF In Lieu         Highlight another group of rows      Choose an reason why they are unavailable            Cancel       iw Cancel      Special Leave       Once completed    Training         Click onto the OK button           P  AD                    Sizes       SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  37    This will take you back to the Duty Rota book    M T wW       5 SM    W     16 17 18 13 20 21 22 23 24 25    e Anumber s  or letter s  will appear in the square       e Click onto the square    Specify duty status for A C Ferguson  Audit Reference 2624 as at 20 04 2007       Help Status   an          This will open the    Specific Duty System    window   Location    0270   Control        Post   FDS20CONSM   Station Manager B  Comp               can see the trainin
44. ness    Cause   Mone selected       Asthma Attack  Athletes Foot   Atrial Fibrilation  Awaiting Operation      Bee Sting           Click onto the    Cause    arrow Desciption of Sickness           Select one of the options       Body Parts               a  Se  To setup the    Cause      Go to    Rotas  amp  Availability         Configure Duty Systems         Availability Setup            Click onto the    Availability Reason    folder     Description of Sickness    Description of Sickness   this is where you can detail what is wrong with the person      D esciption of Sickness Can t keep anything down   Click into the box and type a Description  of the Sickness       When viewing Sickness entries via the Duty Rota Book or Station Resources window  the Description    of Sickness entered will be VI SI BLE        SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  29    Body Parts         Body Parts   breaks down even more what parts of the body is hurting broken upset etc       Click onto the    Select    button C elect        Click into the boxes that relate to the Sickness  e Click onto the OK button       L                                                                               Carel                      Am   nd Shoulder   Stomach        Muscles    Body Parts    Select      El window    The Body Parts selected will appear in the Body Parts    To setup the    Body Parts      Go to    Rotas  amp  Availability         Configure Duty Systems         Availability Setup       Click 
45. nto    Availability  Constants         Sickness         Sub Availability Constants      Show   Add        SOPHTLOGIC   COMMERCIAL IN CONFIDENCE           25    The    Sickness Status    and    Remarks    options have been entered into the Specify Duty Status window          Specify duty status for J P T Pollard Test   Audit Reference 574656 as at 04 01 20 9    The persons Location  Post  Rank  Watch and Zone will automatically be      status    entered into the Specify Duty Status window  TAR  Remarks   53 S C  Service Injury     Location  BE   Bedford     The Incident Number   if the Sickness is related to an Incident then you P        Rank           WATCH MANAGER     must enter the Incident Number here  War            SS re  Zone   None    No service zone M  Riding   None  z    Incident            Dutduty Mileage    0            Support Code  C              Code   Effective To    and    From    Dates Effective from   ee   04012003  03 00 Undo Times    Effective to     0501 2009 p qmm    07012009  0859   lt  lt  lt  Back          Comments oe 08 Sickness i  Training   Allowance      Retain colour   The    Effective To    and    From    Date show s the Date of the grey box           5  information specified    Dee      clicked onto in the    Duty Rota Book     If the person has more then one   day off Sick then change the  Effective To  Date to the last day the      person was off Sick   This is usual done on a daily basis  until the person ok              returns to duty    F
46. ons from the list    Here you will be able to enter a  Reason  why the person has been sent on  Outduty         Reason   None Selected     e Click onto the    Reason    arrow Incident Number   1076 seed    outduty due to overtime    Support Code     Effective from      If there is an Incident Number    Enter the    Incident Number  into the box    If there are OutDuty Mileage  gt  Enter the    Mileage    into the box    If the  OutDuty is for more than one day    Effective fram     20 10 2009  e Enter any additional information in the    Comments    tab Effective to   to   23 10 2009    e Click onto the OK button    e Change    Effected To    date to the last day of the Outduty    5 M      WoT F    5 M  18 19 20 21 22 23 24 25 2b    As you can see in the  Duty Rota Book  the Availability Keys have been entered        SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  23    Entering Sickness    Within the Duty Rota Book  some Stations will enter    Provisional Sickness    on a Daily basis others will go into the First day  and just change the    Effective To    Date until the person returns to Duty  Recommended   Either way is fine and will work  in the same way  the only difference between the two is in Absence Manager  One way      Daily Entry      will have many    entries attached to the Sickness  The other      Bulk Entry      will only show one or two entries attached to the Sickness     To open the Duty Rota Book       Rotas and Availability Window  Configure Duty Systems b  O
47. onto the    Availability Object    folder        Associated Evidence    Associated Evidence   allows you to assign any evidence that is related to the Sickness    e Click onto the Assign button        E Assign d    El    e Select the Evidence box that is related to the    Sickness    e Click onto the OK button    To enter Associated Evidence   go to Personnel   Scroll down to  Health  amp  Safety   Click onto Accident Book   Click onto Insert         enter Accident that is related to the Sickness   OK        The Accident number will appear in the Associated Associated Evidence Accident   095001         Evidence window     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  30    Additional Notes    Got and electric Shock at work now feeling sick and ached         Additional Notes       Additional Notes   allows you to enter any other    Notes    about the    Person and or Sickness     When viewing Sickness entries via the Duty Rota Book or Station Resources window  the Additional  Notes entered will be VISIBLE        Relates to Audit    The number that appears in the box relates to the Audit Reference Number Relates to Audit      gt  572919    that relates and appears at the top of the Specify Duty Status window on the 1     day the sickness was entered   shown    below     Specify duty status for J P T Pollard Test   Audit Reference 572815 as at OF 11 2008         The First bulk   day of Sickness that is entered is called the    Parent    any additional Sickness days that is entered
48. rom the Duty Rota Book    If a   sign appears   Repeat the Process            Delete audit ref  20708827   uu Person Pollard Test J P T  Times  06 10 2008 09 00 te 10 10 2009 23 53     Ma   Tes    More defined detail on how to remove a record from the Duty Rota Book go to page 161    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE    PAGE  34    24 Hour Icon    The 24 hour option lets you view the Duty Rota Book on an hourly basis instead of a daily basis          Choose your Search 1    Click onto the 24 Hour icon 24 Hour       Click onto the Rota icon       Rota   Duty Rota Book  18 04 2007 17 18   O  xl  B  5 S m  Ea   sen ER sl B ha          Location      All      Cost code   n          System we a          rl Duty system   DsOfice     t  Rota  All E  Month   api    Year    2007 Duty   Officer    Service Number        Date  18042007           06 00          zone  a sz Svc  zone            s Sumame  I       01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24         SCOM McGovern D   2       Di s             WT Paisley         05  ALO  Dis OFFC                  1      ALOI Officer Dut    Kegan        s  REG Officer Dut                                               SCOM Clemence  P  Sj AL01 Officer Dut        wip Crouch  P  5  ALO1 Officer Dut                                                  SCOM Clemence  P  S  ALO  Officer Duki    SICK THRFFPNST TT                                           As you can see the schedule within a 24 hour day is now    displayed     
49. s           Rr                    Frwih             ALLEM  amp  C ul 1 Dean 17806        E1410 2009 04D   14   A                je                 i Des     Ee   accessed via the availability window  the station resources will be  M          d          e Fa LUZA  MOA    Sua Ir   m wor   ives   ava          displayed for 11 27 and not 11 47   DRHE      FF      qan 127559          LU      Ti 2 006             EFI    Pru E        ed DE m      ese oe r             sith wa foe            rrss                                  Next to the         button by the    Time    there is a          button  SEFSEY      FF P LT qan 17559          LUT  14  ED 20009 CE OC               MAT  F B LI  m in D ELE uas um     amis 1          ET mess  una      we       Date Time  Af 13102006                           This    Time Now    button will reset the Date and Time fields to    Current          Date and Time          The other way is to                   Cher Cond        alion Gpbiores     Resource Manager          Click onto Rotas and Availability button ba c            Duty Roles        Click onto Station Resources                                m and Acking up analysis in  System Palinbrnaner  F    The Select Location Window will appear E ee  Canablry Analysis        Select location E P  kendancs Planner                System           Curt    Hera e  Cancel        Click onto the Location     Click onto the OK button    ire Bri       0        l amp mnthil      SOPHTLOGIC   COMMERCIAL IN CONF
50. s  None        Incident Number    Outduty Mileage    0  have appeared under the Sickness Tab                             Effective              04 01 2008 Actual start    04 01 2009   09 00 Undo Times    Effective to     06 01 2009 Actual finish  1 07 01 2009   08 59        Back   Next  gt  gt  gt        ig Comments    08 Sickness   Training   4  Allowance      Retain colour      CI i ck    nto th       K butto n Can t keep anything down   Details         04 January 2003  Got and electric Shock at work now feeling sick and aches           OK   Cancel      You will now be returned to the Duty Rota Book                                    Ty E ot                                               AP            no  541          p 8   me       bo  ms                       Bs J        DUE Ad                             poop        As you can see the sickness has been entered in the Duty Rota Book                     DUTY CO                  Ein  ui a   pi wu   Inl    uM PuaslgeE PTGPRTI         amp                 HORRET              ble  ni ml   ho            6            elem DT             ee                                         al     wA            H         AD BE ai        1              ER                CARDI HA kii                          biniu           als          mi                  N  u   i                 GAS                       bis  nmi              wA Gu 9 1 i        tss Li li E E   sU EL         x el eel ble  a  a     hi8  ur m  P  Bj u  M  AP HARETLON V LH P E  a
51. s  all zones  and all cost codes    e Click the    OK    button    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE  18    If search criteria is to be selected from drop down list fields e g     Location         O  x      Duty Rota Book  16 10 2009 14 06                m d       r        Rota Station eee    5   oo  Colours    gt E  T  Ed 24 Hour Key          d  System Ts A Duty patem           Rota  All    Manth   October    Y ear    2004 Duty  All Service Humber  RENE  Date  2010 2009   Time    00 00 Post zone  a         zone   a       Surname                e Click onto the  Location    arrow  e Choose one of the    Locations     e Repeat this procedure for     System Types        Duty System        Rota    or    Post Zone    and    Svc  Zone       To determine Past  Present and Future staffing throughout the Brigade  9 9 9 Month    October    Year    2009    alterations must be made to the default date related fields  If these fields  are not altered the system will only return Duty Rota Analysis for the current Date   aU 10 2003   Time    00 00    month     The    Duty Rota    provides the mechanism to display rotas by multiple criteria enabling an efficient and effective means by    which to view and analyse past  present and future staffing within the selected Brigade                  Rota Book  16 10 2009 14 06    Bl x      s Hu   Close Print Excel   Colours Rota d nat        B         Location       Cost code   At    System type   All   Duty system    All v  Rota  All      
52. summary for a selected station by calendar month  e Display or print the Duty Rota for a selected month by    Station        Zone        Division    etc    e A direct link to station resources i e  Riders board for the current date and time     To enable the    Duty Rota    to function correctly a prerequisite exists whereby the following setup procedures must have    been completed  Duty System  Duty System Types  Rota Configuration  please see previous section             the Global Navigator   Rotas and Availability    Window  Configure Duty Systems       e Click onto Rotas and Availability                                4  Rotas and Availability  Control front screen          Resource Manager     Station Resources     Availability       This will now appear in the Menu Toolbar          a Absence Analysis       Overtime and Acting up Analysis      Check All Stations      Security     Move you mouse down until you highlighted System Maintenance     Attendance Planner      Capability Analysis       e Du ty Rotas System Help    Ctrl F1    Menu Bar          The Duty rota Book Window will appear     hu Duty Rota Book  04      2007 16 07           M                     Bm  Month  Api    ves     zu          an    SemiceMumber      ee lan The system will default to the current date and time        T F     M      T               wd    5 5 HM  10 11 12 13 14 15 16 17 18 18 20 21 22 23 24 25 26 2T           10  2     SOPHTLOGIC   COMMERCIAL IN CONFIDENCE PAGE 17    Duty Rotas Toolbar
53. ther Configuration Options b    Within Global Navigator Control front screen       Resource Manager     Station Resources          Availability          Duty Rotas       e Click onto Rotas and Availability N  ng                          Overtime and Acti  e Scroll down to Rotas     System Maintenance b       Attendance Planner     Capability Analysis     Attendance Planner Payroll            System Help    Ctri F1   The Duty Rota Book will appear Menu Bar        Rota Denk Gl Sih EESTI z _ _   B      s           m                         m SM ES     Lossio  IDE        Sian    a       Synem pa   Ah Duty          AT    Rea  a              auc mM e RD Al   iain           DNE 5 00                        7 8  uu    LL e Click onto the 1  day of the Sickness         FFI FP H amp ADOODE   191 0        FF 2  FFH Sith DO D                                                                                     Bia exc CMON TR      mI ml   mi mi  amp I KI el kl nl      mi                                                          WHO Meliewem D 12                                        la  DE AGO      Z                el Rl el b        al                       ml mi KI          el         mi mi     ki ki                    hold P O07  Ej       RED FF 21  FF12 Dank        rex  GE WHITE FF                        _                                                                                             Rio        Bb  Oo  ey                                               N            Specify dut
54. y status for J Joiner   Audit Reference 0 as at 10 11 2008  Help Status    When entering Sickness  the window will amend automatically once the       Status   None selected     Remarks   None selected       Location   BE   Bedford     Post   war 70   FF Bedford Green          Sickness Status    has been selected     Rank  DO2       BIVISIONAL OFF 2  gt    Watch    01 Whole time shift   GR      Zone   None    No service zone 3 This then enables you to specify a Sickness Period  within    Remarks     to  Riding   None         A   Incident Number     Outduty                0     which the Sickness IS to be attached     Support Code      Clear Code  Effective from     1011 2008 Actual start    1011 2008   09 00 Undo Times    Effective to     1011 2008 Actual finish   1011 2008   17 59  lt  lt  lt  Back        Comments    None selected                   4  Training E Allowance    This depends on your Sickness Settings  e g  some    Brigades will enter  Un Certificated    for the First       Seven days and  Certificated  there after  others will  zi use a different approach to entering their Sickness e g  Sickness    ok            Due to Service   non Service  Either way the process is the same     Let s add a Sickness Period to the Rota Book    SOPHTLOGIC   COMMERCIAL IN CONFIDENCE           24    Status    The    Status    option is the Grouping of the details  i e  Sickness  Leave  Training etc       Status  08 Sickness  5                        None selected              00 Ava
    
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