Customizing Schedule Categories for Unassigned Shifts in Ontraccr

📄 Customizing Schedule Categories for Unassigned Shifts in Ontraccr
 

Ontraccr’s Schedule Categories feature allows you to organize and label unassigned field shifts using color-coded categories. This is especially useful for prioritizing, grouping, or planning future assignments at a glance.

🧭 Where to Access Schedule Category Customization

1. Go to Settings.
2. Click Customization.
3. Select Schedule from the customization list.

🧰 What You Can Customize

Each Schedule Category includes:

• A name (e.g., “High Priority”, “Waiting for Approval”, “Night Shift”)
• A color, used in the scheduling UI to visually distinguish unassigned shifts

🛠️ How to Create or Edit a Schedule Category

1. In the Schedule customization screen, click Add (+).
2. Enter the category name (e.g., “Standby Crews”).
3. Click the color selector box, choose a color, and hit Save.
4. To update a category later:
   • Click the Edit icon (✏️) beside the category
   • Modify the name or color and save again

📅 How to Use Schedule Categories

Once created, categories appear in the Field Schedule panel:

1. Go to Scheduling > Field Schedule
2. Expand the Unassigned Shifts menu on the left-hand side
3. You’ll see your custom categories listed
4. When adding a new shift, you can assign it to one of these categories

This helps dispatchers organize unassigned labor by priority, function, or workstream.

💡 Real-World Example

A company using unassigned scheduling might create:

Each category helps give instant context in the scheduler.

✅ Tips and Edge Cases

• Only Affects Unassigned Shifts: These categories don’t apply to assigned shifts.
• Use Clear Names: Categories appear in the scheduling sidebar—choose short, descriptive names.
• Can Be Changed Anytime: You can rename or recolor categories later without affecting past scheduling data.