{"id":44301,"date":"2022-10-10T15:45:15","date_gmt":"2022-10-10T07:45:15","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=44301"},"modified":"2024-11-25T08:23:06","modified_gmt":"2024-11-25T00:23:06","slug":"workbooks","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/primers\/workbooks\/","title":{"rendered":"Workbooks"},"content":{"rendered":"\n

This article applies to version 4.10.5 and later of IFS OI Shift Log. For more, see Release History<\/a>.<\/p>\n

A workbook is a collection of pages that allow someone to perform a role-based activity.<\/p>\n

In version 4.13, a new Defaults button has been added to Workbook Studio, enabling Workbook Studio page defaults and custom variables to be set and edited.<\/p>\n

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The pages in a Workbook may contain items from Shift Log, and other components groups.<\/p>\n

Read more:<\/strong> Components<\/a>, Workbook Studio<\/a>.<\/p>\n

A Workbook:<\/em><\/p>\n

\"\"<\/a><\/p>\n\n\n\n
1<\/strong><\/td>\nRibbon<\/strong><\/td>\n\n

The ribbon is displayed when the Workbook tab is selected. Options are to open:<\/p>\n\n\n\n\n\n\n\n\n\n
\"\"<\/td>\nWorkbook studio<\/a><\/td>\n<\/tr>\n
\"\"<\/td>\n\n

Workbook Summary view in the explore panel.<\/a> Giving access to:<\/p>\n

\"\"<\/td>\nHelp page<\/td>\n<\/tr>\n
\"\"<\/td>\nCreate Workbook link dialog<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
2<\/strong><\/td>\nPages<\/strong><\/td>\nList of the pages in the Workbook.<\/td>\n<\/tr>\n
3<\/strong><\/td>\nWorkbook Menu<\/strong><\/td>\nOpens the list of Workbooks the user has the privileges to see.<\/td>\n<\/tr>\n
4<\/strong><\/td>\nHeader<\/b><\/td>\n\n

Displays Workbook name and controls:<\/p>\n\n\n\n\n\n\n\n
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\"\"<\/p>\n<\/td>\n

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Close pages list<\/p>\n

Open pages list<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nPrint<\/a> options<\/td>\n<\/tr>\n
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\"\"\u00a0\"\"<\/p>\n<\/td>\n

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Publish and Unpublish<\/a> Workbook<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/a><\/td>\nShift picker<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
5<\/strong><\/td>\nContent<\/b><\/td>\nActive page content. Can contain selected chart<\/a>, display<\/a>, layout<\/a>, table<\/a> and Shift Log<\/a> components.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Read more:<\/strong> This tutorial<\/a> explains how to create, configure and save a Workbook, and select Workbook settings.<\/p>\n

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Workbook Controls<\/h2>\n

Workbooks contain a number of controls which perform various actions for the Workbook.<\/p>\n

Print Options<\/h3>\n

The print menu is displayed by clicking the Print \"\" icon in the Workbook header.<\/span><\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n
1<\/strong><\/td>\n\n

Prints the Swing or Shift Handover Report for the page selected in the Workbook Settings.<\/p>\n

Note:<\/strong> A Workbook is configured to work with only one shift or swing at a time.<\/p>\n<\/td>\n<\/tr>\n

2<\/strong><\/td>\nPrints the entry tables for the currently selected page<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Note:<\/strong> Handover reports and Workbook tables can be printed from a published or unpublished Workbook.\u00a0<\/p>\n

Read more:<\/strong> Shift Handover Report<\/a><\/p>\n

Publishing a Shift<\/h3>\n

A workbook is published by clicking the Publish \"\"<\/strong> icon in the workbook header. This locks all log entries for the Workbook for that shift or swing and prevents further edits to any logs in the Workbook.<\/p>\n

Note:<\/strong> Only logs using a Log Entry Form are locked; Case Entries and General Entries are not locked.<\/p>\n

\"\"<\/a><\/p>\n

After publishing, a lock \"\" symbol indicates which log is locked and the Publish icon changes to an Unpublish \"\" icon.<\/p>\n

Click the Unpublish icon to unlock the Workbook and edit the entries.<\/p>\n

\"\"<\/a><\/p>\n

Note:\u00a0<\/strong>Draft entrie<\/a>s are removed from the log when it is published. They are reinstated when the log is unpublished.<\/p>\n

Shift Picker<\/h3>\n

The Shift Picker is used to choose a:<\/p>\n