zenon manual

Shift Management
v.8.20
Contents

1 Welcome to COPA-DATA help ............................................................................................................... 5

2 Shift Management ..................................................................................................................................... 5

3 Terminology ................................................................................................................................................ 7

4 Configure Shift Management ................................................................................................................. 7

4.1 Creating a screen of the type Shift management ................................................................................8
4.2 Control elements...............................................................................................................................................9
4.3 Amend the appearance of the calendar ............................................................................................... 12
4.3.1 Calendar properties .............................................................................................................................................. 12
4.4 Bank holidays .................................................................................................................................................. 12
4.5 Configuring screen switching .................................................................................................................... 14
4.5.1 General ...................................................................................................................................................................... 16
4.5.2 Shift models list ..................................................................................................................................................... 19
4.5.3 Equipment Modeling ........................................................................................................................................... 24
4.5.4 Screens ...................................................................................................................................................................... 29
4.6 Function SQL export ..................................................................................................................................... 30
4.6.1 SQL database .......................................................................................................................................................... 31
4.6.2 Time ............................................................................................................................................................................ 34
4.6.3 Equipment Modeling ........................................................................................................................................... 37

5 Shift Management in Runtime ............................................................................................................. 41

5.1 Calendar ............................................................................................................................................................ 45
5.1.1 Shifts ........................................................................................................................................................................... 46
5.1.2 Shift models ............................................................................................................................................................ 68
5.2 Copy and add shifts ...................................................................................................................................... 74
5.3 Filter information with shifts ...................................................................................................................... 74
5.3.1 CEL .............................................................................................................................................................................. 76
5.3.2 Extended Trend ...................................................................................................................................................... 77
5.3.3 Report Viewer ......................................................................................................................................................... 79
5.3.4 Time / lot / shift filter .......................................................................................................................................... 80
5.4 Carry out SQL export .................................................................................................................................... 80

6 Behavior in the network ..........................................................................................................................81

7 Time zones and date limits .................................................................................................................... 82

 7.1 Display of date limits .................................................................................................................................... 82
7.2 Time zones and time switches .................................................................................................................. 83

8 Keyboard shortcuts for Shift Management ....................................................................................... 83

© 2020 Ing. Punzenberger COPA-DATA GmbH

All rights reserved.

Distribution and/or reproduction of this document or parts thereof in any form are permitted solely
with the written permission of the company COPA-DATA. Technical data is only used for product
description and are not guaranteed properties in the legal sense. Subject to change, technical or
otherwise.
Welcome to COPA-DATA help

1 Welcome to COPA-DATA help

ZENON VIDEO TUTORIALS

You can find practical examples for project configuration with zenon in our YouTube channel
(https://www.copadata.com/tutorial_menu). The tutorials are grouped according to topics and give an
initial insight into working with different zenon modules. All tutorials are available in English.

GENERAL HELP
If you cannot find any information you require in this help chapter or can think of anything that you
would like added, please send an email to [email protected].

PROJECT SUPPORT
You can receive support for any real project you may have from our customer service team, which
you can contact via email at [email protected].

LICENSES AND MODULES

If you find that you need other modules or licenses, our staff will be happy to help you. Email
[email protected].

2 Shift Management
Shift management allows you to plan and manage shifts centrally in zenon Runtime. The planning can
be manual or automatic. You get an overview of planned and expired shifts, including in conjunction
with equipment groups too. Shift information can be used in other modules to filter information. For
example, alarms or entries in the CEL can be displayed regardless of certain shifts.

Information
This module is not available in global projects and CE projects.

5 | 84
Shift Management

SHIFT MANAGEMENT OVERVIEW

Shift management is called up and configured as a screen in the Runtime. The clear overview is
orientated to the usual calendar elements from office programs.

You can do the following locally and in the network with the help of Shift Management:
 Create and apply shift models:
Shift models serve as a template and form one or more shifts as a model. Pre-defined shifts
can thus be added in the calendar.
 Create shifts:
Shifts can also be entered and configured individually in the calendar.
 Manage shift times:
Shifts that have been entered can be amended or removed at any time.
 Link shifts to equipment modeling:
Shifts can be linked to equipment groups. This allows simple filtering for certain parts of
equipment or production areas.
 Export shifts to SQL:
All shifts can be exported to SQL via a zenon function and thus continue to be used in other
programs.
 Use shifts for alarming via Message Control (on page 65):
zenon users who are assigned to a shift can be notified via Message Control.

Configuration and maintenance can also be carried out with the zenon API.

6 | 84
Terminology

3 Terminology
Term Definition

Shift Management A module in zenon for the modeling and organization of shifts.

Shift Represents the course of an individual working unit. This also

contains more in-depth information, such as a free-text name
and description, assignment to the equipment model and user
administration, as well as breaks.

Break Shifts can contain breaks to show an interruption to

productivity.

Shift model Represents the mode of a recurring configuration of shifts, such

as "2-shift operation" or "3-shift operation". To do this, the shift
model combines at least one or more shifts. In addition, the shift
model contains more in-depth information, such as a free-text
name and description.

Shift calendar Is a visualization component for selective display in zenon. It

allows, among other things, the creation and editing of shift
occurrences.

Staff Is the people selected for a shift.

4 Configure Shift Management

Shift Management is operated in the Runtime using Shift Management screens.

To be able to display and manage events in the Runtime, the following must be configured in the
Editor:
 A Shift Management screen (on page 8).
 A screen switch (on page 14) to this screen

This screen is called up and configured in the Runtime.

7 | 84
Configure Shift Management

4.1 Creating a screen of the type Shift management

CREATING A SCREEN OF THE TYPE SHIFT MANAGEMENT

ENGINEERING

Two procedures are available to create a screen:

 The use of the screen creation dialog
 The creation of a screen using the properties

Steps to create the screen using the properties if the screen creation dialog has been deactivated in
the menu bar under Tools, Settings and Use assistant:
1. Create a new screen.
To do this, select the New screen command in the tool bar or in the context menu of the
Screens node.

2. Change the properties of the screen:

a) Name the screen in the Name property.
b) Select Shift management in the Screen type property.
c) Select the desired frame in the Frame property.
3. Configure the content of the screen:
a) Select the Elements (screen type) menu item from the menu bar.
b) Select Insert template in the drop-down list.
The dialog to select pre-defined layouts is opened. Certain control elements are inserted
into the screen at predefined positions.
c) Remove elements that are not required from the screen.
d) If necessary, select additional elements in the Elements drop-down list. Place these at the
desired position in the screen.

8 | 84
Configure Shift Management

4. Create a screen switch function.

4.2 Control elements

INSERT TEMPLATE
Parameter Description

Insert template Opens the dialog for selecting a template for the
screen type.

Templates are shipped together with zenon and

can also be created by the user.

Templates add pre-defined control elements to

pre-defined position in the screen. Elements that
are not necessary can also be removed individually
once they have been created. Additional elements
are selected from the drop-down list and placed in
the zenon screen. Elements can be moved on the
screen and arranged individually.

CONTROL ELEMENTS
Element Description

Filter Opens the dialog (on page 14) with the filter
settings for screen switching.

Calendar Calendar module that shows the calendar with the

shifts or a shift model in the Runtime.

9 | 84
Configure Shift Management

Element Description

Calendar content Text element that shows the currently-displayed

data range of the shift calendar in the Runtime.

SHIFTS
Element Description

New shift Opens the dialog (on page 46) to create a new
shift.

Delete shift Deletes the selected shift. Multiple selection is

possible with the Control key.

Shift properties Opens dialog for editing the selected shift.

Copy shift Copies the selected shift.

Insert shift Pastes a copied shift from the clipboard into the
selected day.

APPLY SELECTION
Element Description

Apply selection Applies selected shifts and uses these on other

screens as a filter (on page 74). These screens must
be selected in the screen switching in the Screens
tab.

SHIFT CALENDAR
Element Description

Open shift calendar Opens the shift calender.

Only available if a shift model is displayed in the

calendar.

Insert shift model Opens the dialog (on page 59) to paste a shift
model into the shift calendar.

NAVIGATION
Element Description

Forwards Goes one element forward in the calendar

10 | 84
Configure Shift Management

Element Description
according to the entered value (one day, one week
or one month).

Backwards Goes one element back in the calendar according

to the entered value (one day, one week or one
month).

Day view Shows the selected day in the calendar.

Week view Shows the selected week in the calendar.

Month view Shows the selected month in the calendar.

Go to today Shows the current day in the calendar.

SHIFT MODELS
Elements Description

Shift models list List of existing shift models.

Column selection Opens the dialog (on page 20) to select the
columns to be displayed in the list.

Format columns Opens a dialog (on page 22) to format the

columns.

New shift model Opens the dialog (on page 70) for creating a shift
model.

Open shift model Changes the calendar view to the display of shift
models and opens the selected shift model there.

Save shift model Saves the shift model opened in the calendar.

Only available if a shift model is open in the shift

calendar and there are unsaved changes.

Delete shift model Deletes the selected shift model after a

confirmation message.

Properties Configuration of the properties of the shift model:

Name and description

11 | 84
Configure Shift Management

4.3 Amend the appearance of the calendar

You can amend the appearance of the calendar using the properties of the Calendar control element.

4.3.1 Calendar properties

COLORS FOR WORKING TIME AND WORK-FREE TIME

To configure the colors for working time and work-free time:

1. Click on the calendar element in the Editor.
2. Select the Fill group in properties.
3. Configure the color for work-free time using the Fill color non-working time property.
Clicking on button ... opens the dialog for selecting a color.
4. Configure the color for working time using the Fill color Working Time property.
Clicking on button ... opens the dialog for selecting a color.

4.4 Bank holidays

National holidays are shown in the calendar accordingly:
 Color: The coloring of a national holiday corresponds to the color of the work-free time.
 Day and week view: The coloring of a national holiday corresponds to the color of the
work-free time.
 Month view: No coloring.
 Name:
 Day and week view: The name of the national holiday is shown instead of the day of the
week.
 Month view: The name of the national holiday is shown instead of the date.

The language of national holidays can be switched.

National holidays can be taken into account in the configuration of the shift models (on page 70)
using a checkbox.

CONFIGURE DAYS
Country-specific national holidays can be pre-set for shift calendars.
Configuration is carried out in the Editor using the Shift Management/National holidays project
property. The settings selected here are always applicable for the respective project.

12 | 84
Configure Shift Management

CONFIGURATION

To configure national holidays:

1. Navigate to the Shift Management node in the project properties.
2. Click on the National holidays property
The National holidays dialog to select a country is opened.
3. Select the desired country.
4. Click on OK.
The selected country is saved in the project.ini file. The national holidays of the selected
country are entered into the shift calendar in the Runtime.

To remove national holidays, select the None entry.

NATIONAL HOLIDAYS DIALOG

Option Description

List of countries Selection of a country from the list.

The national holidays of the selected country are entered
in the calendar by clicking on OK.
 No selection:
No national holidays are entered. Pre-existing

13 | 84
Configure Shift Management

Option Description
national holidays are removed.

CLOSE DIALOG
Options Description
OK Applies settings and closes the dialog.

Cancel Discards all changes and closes the dialog.

Help Opens online help.

DATES FOR NATIONAL HOLIDAYS

The base data for the national holidays is in the file called Feiertage.txt in the folder called
%programdata%\COPA-DATA\zenon820. It can be edited with a text editor.
The entries for a country start with the country's identification in English, enclosed in square brackets,
followed by a key number, as is also the case in Microsoft Office. The definition of holidays can be
found in the following line, the name and date of the holiday. There is one entry in a line for each
national holiday.

Structure:
 [Country] number
 Entry, YYYY/MM/D

For example:
[Austria] 45
Allerheiligen,2009/11/1
Allerheiligen,2010/11/1

...

4.5 Configuring screen switching

To open a shift management screen in the Runtime:
1. Create a screen of type Shift management.
2. Create a screen switch function for this screen

14 | 84
Configure Shift Management

CONFIGURE SCREEN SWITCHING

To create a screen switch to a Shift management screen:
1. In the context menu of node function select command New function.
2. Click on screen switch.
The dialog for the screen selection will be opened.
3. Create a Shift Management screen.
The filter dialog is opened.

FILTER DIALOG

Several tabs are available in the dialog for configuration.

 General (on page 16): Configuration of the calendar.

 List of shift models: (on page 19) Configuration of the list of the shift models.

 Equipment modeling (on page 24): Selection of equipment groups for filtering the shift
calendar.
 Screens (on page 29): Selection of screens for which shifts are to be used as a filter.

When calling up the configuration again, tabs for the replacement of links and indices are also
offered.

Note: The dialog can be called up in the Runtime using the Filter button.

15 | 84
Configure Shift Management

4.5.1 General
The pre-settings for the shift calendar are configured in this tab. The settings made here determine
the display and requirements of the calendar in the Runtime. The settings can only be modified in the
Runtime if the Show this dialog in Runtime option has been activated.

WORK TIME

Configuration of the working time.

Option Description

Work time You use these properties to configure the working time

16 | 84
Configure Shift Management

Option Description
prescribed in the calendar.

Start Enter the time for the start of the working time here.
Entry in the field directly or configuration by means of the
arrow keys.

Default: 8:00 AM

End Enter the time for the end of the work time.
Entry in the field directly or configuration by means of the
arrow keys.

Default: 5:00 PM

Work week You use this checkbox to stipulate which days constitute a
working week. Selection by activating the checkbox beside
of the respective weekday.

Default: Monday to Friday.

Note: At least one day must be selected.

VIEW

Configuration of the view.

Option Description

View Configuration of the standard view of the calendar in the

Runtime.

First week day Selection of the week day with which the Calendar starts
the working week. Select from drop-down list.

Default: Monday

Mode Selection of the standard view in which the calendar is

opened in the Runtime. Select from drop-down list:
 Day
 Week
 Month

Default: Week

17 | 84
Configure Shift Management

GENERAL
Option Description

Show this dialog in the Runtime Selection of whether the dialog is offered when the screen
is called up in the Runtime.
 Active: Dialog is offered in the Runtime
Settings can be edited before screen switching.
Note: The Screens tab is not shown in the
Runtime. This configuration cannot be changed.
 Inactive: Dialog is not shown in the Runtime.
The settings configured in the Editor are applied.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

Help Opens online help.

18 | 84
Configure Shift Management

4.5.2 Shift models list

You configure the columns of the shift model list in this tab. These settings are used for the display of
the model list in the Runtime. The dialogs to configure the columns can also be called up in the
Runtime using the corresponding buttons.

Option Description

List Shows configured columns.

Column selection Clicking on button opens the dialog to select (on page 20)
the columns to be displayed.

Column format Clicking on the button opens the dialog to format (on

19 | 84
Configure Shift Management

Option Description
page 22) the columns.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

Help Opens online help.

4.5.2.1 Column selection

Selection of the columns to be displayed.

COLUMN SELECTION
Option Function

Available columns List of columns that can be displayed in the table.

20 | 84
Configure Shift Management

Option Function

Selected columns Columns that are displayed in the table.

Add -> Moves the selected column from the available ones to the
selected items. After you confirm the dialog with OK, they
are shown in the detail view.

Add all -> Moves all available columns to the selected columns.

<- Remove Removes the marked columns from the selected items
and shows them in the list of available columns. After you
confirm the dialog with OK, they are removed from the
detail view.

<- Remove all All columns are removed from the list of the selected
columns.

Up Moves the selected entry upward. This function is only

available for unique entries, multiple selection is not
possible.

Down Moves the selected entry downward. This function is only

available for unique entries, multiple selection is not
possible.

CLOSE DIALOG
Option Description

OK Applies settings and closes the dialog.

Cancel Discards all changes and closes the dialog.

21 | 84
Configure Shift Management

4.5.2.2 Column format

Graphical configuration of the column display.

AVAILABLE COLUMNS
Option Description

Available columns List of the available columns via Column selection. The
highlighted column is configured via the options in the
Settings area.

SETTINGS
Option Description

Settings Settings for selected column.

Labeling Name for column title.

The column title is online language switchable. To do this,

the @ character must be entered in front of the name.

Width Width of the column in characters.

Calculation: Number time average character width of the
selected font.

Alignment Alignment. Selection by means of radio buttons.

Possible settings:
 Left: Text is justified on the left edge of the column.

22 | 84
Configure Shift Management

Option Description
 Centered: Text is displayed centered in the
column.
 Right: Text is justified on the right edge of the
column.

User-defined colors Properties in order to define user-defined colors for text

and background. The settings have an effect on the Editor
and Runtime.

Note:
 These settings are only available for configurable
lists.
 In addition, the respective focus in the list can be
signalized in the Runtime by means of different text
and background colors. These are configured using
the project properties.

User defined colors Active: User-defined colors are used.

Text color Color for text display. Clicking on the color opens the
color palette to select a color.

Background color Color for the display of the cell background. Clicking on
the color opens the color palette to select a color.

Lock column filter in the Runtime  Active: The filter for this column cannot be changed
in the Runtime.

Note: Only available for:

 Batch Control
 Extended Trend
 Filter screens
 Message Control
 Recipegroup Manager
 Shift Management
 Context List

23 | 84
Configure Shift Management

CLOSE DIALOG
Options Description
OK Applies settings and closes the dialog.

Cancel Discards all changes and closes the dialog.

Help Opens online help.

4.5.3 Equipment Modeling

Each shift can be linked to as many equipment groups as desired. The shifts are filtered according to
equipment groups using the screen switch function. The dialog can be called up in the Runtime using
the Filter button.

24 | 84
Configure Shift Management

All pre-existing equipment models and their equipment groups are displayed in the filter. In the
Editor, new equipment models or equipment groups can be created using the equipment modeling
context menu or the menu bar in the filter dialog.

EQUIPMENT MODELING
Option Description

Toolbar Symbols to:

 Edit local equipment models
 Expand or collapse the display

25 | 84
Configure Shift Management

Option Description
 Display of information

List of equipment models provides models and groups for selection The list separates the
display into equipment models from the global project and from
local projects.

Local equipment models can be created, edited or deleted.

Note: Equipment models from the global project cannot be

displayed if there are models with the same name from the local
project. Affected models are displayed by clicking on the warning
symbol (triangle with exclamation mark). For details, see the
Equipment modeling manual, Editing local equipment models
chapter.

Add Adds the selected groups to the filter list.

Remove Removes all selected groups from the filter list.

Filter list Shows all equipment groups that are to be filtered.

Hierarchic filter Checkbox for the activation of the hierarchical filtering of the
equipment model
 active: Variables that are linked to a subhierarchy of the
selected equipment group are taken into account when
filtering and are contained in the display in the Runtime.
 Inactive: When filtering, only variables that are linked to the
selected equipment group are taken into account.
Default: active

CLOSE DIALOG
Option Description

OK Applies settings and closes the dialog.

Cancel Discards the selection and closes the dialog.

Attention: Any changes that have been made to the structure of

local equipment models are retained.

Help Opens online help.

26 | 84
Configure Shift Management

CONFIGURATION
New models and groups can be created for the active project and existing ones can be deleted.

ADD MODEL TO PROJECT

To add a new model:

1. Click on the project.
2. In the toolbar select New Equipment model

REMOVE MODEL

To remove an existing model:

1. Click on the model.
2. Select Remove in the toolbar.

ADD GROUPS TO THE MODEL

To add a group to a model:

1. select the desired equipment model
Attention: If there are naming conflicts between global and local equipment models, the
local equipment models are displayed and the global ones are ignored. You can get
information on possible conflicts by clicking on the corresponding symbol (triangle with
exclamation mark) in the toolbar.
2. Select an equipment group or level.
3. Add the new group to the list in the lower area of the dialog with the Add button.
Note:
 Subgroups are not automatically added.
 it is possible to link as many groups as you want.

REMOVE GROUP FROM THE MODEL

To delete a group from a model:

1. Select the desired elements in the list in the lower area of the dialog (multiple selection is
possible).
2. Click the Delete button

Note: Changes in a tree element remain preserved independent of clicking button Cancel. Cancel
only means that no element was selected.

27 | 84
Configure Shift Management

GROUPS TO ADD FILTERS OR REMOVE THEM

To add groups to the filter:

1. Select the desired element.
2. Click on the Add button.
3. Repeat the process until all necessary groups are available in the list
(Multi-select is not possible)

To remove groups from the filter:

1. Select the desired element
(multiselect: Hold down the Ctrl key or shift key and click on the desired element.)
2. Click the Delete button.

28 | 84
Configure Shift Management

4.5.4 Screens
Other screens can be displayed with filtered (on page 74) shift information. To do this, you need the
Apply selection button in the shift management screen and must select one or more screens that are
to be filtered. The target screen must already be called up in the Runtime if the filter is applied.
Selection is made when configuring the screen switching in the Screens tab.

Option Description

Screens to be updated Selection of the screens that are to be updated.

Click the ... button and a dialog opens to select screens.
Only screens that can be filtered are shown.

Subscreens from Faceplates can also be selected for

29 | 84
Configure Shift Management

Option Description
screen switching to AML filter, CEL filter, time filter,
equipment model and shift management. For these
screens, the name of the faceplate screen is placed in
front of the subscreen in order to clearly distinguish them
from other screens.

Update on all monitors  Active: The screens from the list of screens to be
updated are updated on all accessible monitors.

 Inactive: Only screens that are displayed at the time

of listing on the currently-active monitor are
updated.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

Help Opens online help.

4.6 Function SQL export

Shifts and breaks can be exported to SQL in the Runtime (on page 80). To do this, a corresponding
function must be created in the Editor and executed in the Runtime.

CREATE THE FUNCTION IN THE EDITOR

Steps to create the function:
1. Create a new function:
In the toolbar or in the context menu of the Functions node, select New function.
The dialog to select a function is opened.
2. Go to the Shift Management node.
3. Select the SQL export shift calendar function.
The dialog for configuration is opened
4. Configure:
 Connection to the SQL database.
 Time period from which shifts should be exported.

30 | 84
Configure Shift Management

 Equipment groups for which the shifts are to be exported.

5. Name the function in the Name property.

SQL SHIFT CALENDAR DIALOG

SQL export is configured using the following tabs:
 SQL database (on page 31): Configuration of the connection to the SQL database.
 Time (on page 34): Selection of the time filter.
 Equipment modeling (on page 37): Selection of the equipment groups.

4.6.1 SQL database

In this tab, you establish the connection to an SQL database.

31 | 84
Configure Shift Management

Attention: If the connection is configured incorrectly, no data can be exported in the Runtime.

SQL DATABASE
Option Description

Database connection Selection of the database connection. Entry in the field or

configuration by means of a dialog. Clicking on the ...

32 | 84
Configure Shift Management

Option Description
button opens the configuration dialog.

Show this dialog in the Runtime Active: This dialog to change the configuration is offered
before execution in the Runtime when the function is
called up.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

Help Opens online help.

CONFIGURE CONNECTION
The dialog for connecting to a database originates from the operating system.

How the database connection is carried out in general, you can see at the folowing example. You can
get information about the individual settings for each tab from the Microsoft help funktion by clicking
button Help.
1. The dialog starts with tab Conenction.
2. Open tab Provider

3. Select the provider Microsoft OLE DB Provider for SQL Server.

4. Apply this by double clicking or clicking on the entry or the Continue button.

33 | 84
Configure Shift Management

The Connection tab is opened.

5. Select the required server from the drop-down list.

6. Select the login information.
Tip: Integrated security is generally used.
7. Select the database.
8. Click on test connection.
Optional settings:
 Tab Extended: Configuration of network settings, timeout and access rights (not
generally necessary for this connection).
 All tab Configuration of individual details (not generally necessary for this connection).

9. Confirm your selection by clicking OK.

The connection to the SQl Server is entered.

4.6.2 Time
You configure the time period for the export in this tab.
Note: A time period must be stipulated. Only the completed shifts that are in this time period are
exported.

34 | 84
Configure Shift Management

Standard: Relative time period, 1 h

FILTER

Selection of the filter.

Parameter Description

Absolute filter Active: A fixed period of time is entered in the editor. When the

35 | 84
Configure Shift Management

Parameter Description
function is executed, the defined absolute time period is exactly used.

In the settings section, the corresponding options can be shown and

configured there.

Note: Time is saved in UTC. For details see chapter Handling of date
and time in chapter Runtime.

Relative time period Active: A relative time period is entered.

In the settings section, the corresponding options can be shown and

configured there.

Attention: this filter is constantly updated.

From Active: A time from which the filter is effective is stated. If the time is
not reached on the current day, filtering takes place from the
corresponding time the previous day.

Selection of the area mode from drop-down list:

 Starting from HH:MM:SS
 Starting from day - HH:MM:SS
 Starting from day, month - at HH:MM:SS

In the settings section, the corresponding options can be shown and

configured there.

Attention: The start point of this filter is not updated automatically.

Only the existing times are used when shown.
The end time point is not defined with this filter, it is carried over.

Time period Active: A fixed time period is entered. Selection of the area mode from
drop-down list:
 One day
 One week
 Two weeks
 One month
 One Year
 15 minutes
 30 minutes
 60 minutes

36 | 84
Configure Shift Management

Parameter Description

In the settings section, the corresponding options can be shown and

configured there.

CLOSE DIALOG
Parameter Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

Help Opens online help.

4.6.3 Equipment Modeling

In this tab you select the desired equipment group.

Attention
The following is applicable for SQL export:
 In general, only shifts that are linked to an equipment model are exported.
 If no equipment groups have been selected, all shifts that correspond to the
time filter and are linked to an equipment model are exported.

37 | 84
Configure Shift Management

EQUIPMENT MODELING
Option Description

List of equipment models provides models and groups for selection The list
separates the display into equipment models from the
global project and from local projects.

Local equipment models can be created, edited or

38 | 84
Configure Shift Management

Option Description
deleted.

Note: Equipment models from the global project cannot

be displayed if there are models with the same name
from the local project. Affected models are displayed by
clicking on the warning symbol (triangle with exclamation
mark). For details, see the Equipment modeling manual,
Editing local equipment models chapter.

Add Adds the selected groups to the filter list.

The shifts that are linked to one of the selected

equipment groups are exported.

Remove Removes all selected groups from the filter list.

Filter list Shows all equipment groups that are to be filtered.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

Help Opens online help.

SELECT EQUIPMENT GROUPS

To select equipment groups for the export:
1. Select the desired equipment groups.
2. Click on the Add button.
3. Repeat the process until all necessary groups are available in the list (Multi-select is not
possible.)

To remove equipment groups:

1. Select the desired equipment group.
(multiselect: Hold down the Ctrl key or shift key and click on the desired element.
2. Click the Delete button.

39 | 84
Configure Shift Management

ADDING OR DELETING EQUIPMENT GROUPS

Actions in the window of the existing equipment model can be controlled using the toolbar.
Description of the symbols, starting from the left:

Symbol Description

New Equipment Model Creates a new Equipment model.

(for local equipment models only)

New group Creates a new equipment group below the highlighted

entry.

(for local equipment models only)

Edit Makes it possible to edit the name.

(for local equipment models only)

Delete Deletes the selected entry.

(for local equipment models only)

Copy Copies the selected entry.

Paste Pastes copied entries from the clipboard below the

highlighted entry. If a group with the same name already
exists, the inserted group receives the prefix Copy of

(for local equipment models only)

Attention: If equipment models are copied from the

global project to the local project and not renamed, there
are two models with the same names. Both can be
selected, however no linking is created on confirmation.

Hint: Always rename models copied from the global

project to the local project.

Expand all All nodes are expanded.

Collapse all All nodes are collapsed.

Expand selection The selected node is expanded.

Collapse selection The selected entry is collapsed.

Warnings Displays warnings.

40 | 84
Shift Management in Runtime

Symbol Description

For example, equipment models from the global project

that are not displayed because models with the same
name from the local project are preferred.

Hint
You can find further information in the Equipment modeling manual, in the
Equipment modeling dialog chapter.

5 Shift Management in Runtime

Shift Management makes the following possible in the Runtime:
 Creation and administration of shifts and shift models
 Informing users in a shift by means of Message Control (on page 65)
 To filter information from other screens (AML, CEL) with shifts (on page 74)
 To export shift data to SQL by means of a function

Shift models (on page 68) provide templates for shifts. Shifts are created in the calendar directly or
derived from a shift model.
The calender (on page 45) makes the following possible:
 Creating shifts
 Editing shifts
 Displaying shifts in filtered form
 Editing shift models

Note:
 In order for shifts and shift models to be administered on a client or zenon Web Client, the
Primary Server must be available.

 In order for users to be able to create, edit and delete shifts and shift models, they must have
the corresponding function authorization.
 The Always show system messages in list option in the screen switching to a CEL screen is
taken into account by shift management.

41 | 84
Shift Management in Runtime

STANDARD VIEW OF SHIFT MANAGEMENT IN THE RUNTIME

ELEMENTS
Element Description

Filter Opens the dialog (on page 14) with the filter
settings for screen switching.

Calendar Calendar module that shows the calendar with the

shifts or a shift model in the Runtime.

Calendar content Text element that shows the currently-displayed

data range of the shift calendar in the Runtime.

SHIFTS
Element Description

New shift Opens the dialog (on page 46) to create a new
shift.

Delete shift Deletes the selected shift. Multiple selection is

possible with the Control key.

Shift properties Opens dialog for editing the selected shift.

Copy shift Copies the selected shift.

Insert shift Pastes a copied shift from the clipboard into the
selected day.

42 | 84
Shift Management in Runtime

APPLY SELECTION
Element Description

Apply selection Applies selected shifts and uses these on other

screens as a filter (on page 74). These screens must
be selected in the screen switching in the Screens
tab.

SHIFT CALENDAR
Element Description

Open shift calendar Opens the shift calender.

Only available if a shift model is displayed in the

calendar.

Insert shift model Opens the dialog (on page 59) to paste a shift
model into the shift calendar.

NAVIGATION
Element Description

Forwards Goes one element forward in the calendar

according to the entered value (one day, one week
or one month).

Backwards Goes one element back in the calendar according

to the entered value (one day, one week or one
month).

Day view Shows the selected day in the calendar.

Week view Shows the selected week in the calendar.

Month view Shows the selected month in the calendar.

Go to today Shows the current day in the calendar.

SHIFT MODELS
Elements Description

Shift models list List of existing shift models.

Column selection Opens the dialog (on page 20) to select the
columns to be displayed in the list.

43 | 84
Shift Management in Runtime

Elements Description

Format columns Opens a dialog (on page 22) to format the

columns.

New shift model Opens the dialog (on page 70) for creating a shift
model.

Open shift model Changes the calendar view to the display of shift
models and opens the selected shift model there.

Save shift model Saves the shift model opened in the calendar.

Only available if a shift model is open in the shift

calendar and there are unsaved changes.

Delete shift model Deletes the selected shift model after a

confirmation message.

Properties Configuration of the properties of the shift model:

Name and description

Hint: Insert the Calendar content control element into the calendar. You thus see at a glance which
time period from the calendar is currently being displayed.

COLORING
Time periods are marked in color in the calendar:
Time period Day Week Month

Free time Light gray Light gray --

Work time White White --

Shift dark grey dark grey dark grey

Selection light blue light blue light blue

Current day -- Blue Blue

Previous month / following -- -- Mid-gray

month

44 | 84
Shift Management in Runtime

5.1 Calendar
The calendar shows the shift calendar or shift models, according to the selection. Switching is carried
out using the Open shift model button or the Open shift calendar button.

The view is scaled depending on the selected time range:

 Day and week view: 1 hour
 Month view: 1 day
 Shift models only show one day and are displayed scaled to 1 hour.

Shifts and shift models are configured using the context menu or the respective buttons.

EMPTY CELL CALENDAR CONTEXT MENU

Menu item Action

New shift Opens the dialog to create a new shift.

Insert shift Pastes shifts from the clipboard.

Insert shift model Opens the dialog (on page 59) for inserting a shift
model.

Today Shows the current day in the calendar.

Day Shows the selected day in the calendar.

Week Shows the selected week in the calendar.

Month Shows the selected month in the calendar.

Forwards Goes one element forward in the calendar

according to the entered value (one day, one week
or one month).

Backwards Goes one element back in the calendar according

to the entered value (one day, one week or one
month).

CALENDAR SHIFT ENTRY CONTEXT MENU

Menu item Action

Shift properties Shows the dialog with the given shift information.

Copy shift Copies the selected shift to the clipboard.

Multiple selection is also possible with the Ctrl key.

45 | 84
Shift Management in Runtime

Menu item Action

Delete shift Deletes the selected shift.

Multiple selection is also possible with the Ctrl key.

Apply selection Applies selected shifts and uses these on other

screens as a filter (on page 74). These screens must
be selected in the screen switching in the Screens
tab.

SHIFT MODEL LIST CONTEXT MENU

Menu item Action

New shift model Opens the dialog to create a new shift model.

Open shift model Changes the calendar view to a display of shift

models and opens the selected shift model.

Delete shift model Deletes the selected shift model. Multiple selection
is also possible with the Ctrl key.

Properties Opens the dialog for the configuration of the shift

model.

5.1.1 Shifts

5.1.1.1 Create shift

To create a new shift:
1. In the calendar, click in a new time point that has not yet been assigned.
2. Create a new shift:
 Context menu: Click on New shift in the context menu.
 Button in the screen: Click on the New shift button.
 Keyboard: Press the INS key.
The dialog to create a new shift is opened.
3. Configure the shift with:
 Shift times (General tab)
 Breaks

46 | 84
Shift Management in Runtime

 Equipment Groups
 User

Note: It is possible to create shifts on any client computer. If Shift Management is used on different
client computers at the same time, all newly-created shifts are asvade and updated on all client
computers.

5.1.1.1.1 General
Configuration of the general shift properties.

To configure general properties:

1. Give the shift a name.
2. Configure the start and end.
3. Enter a description (optional).
4. Configure breaks, equipment groups and users if necessary.
5. Close the dialog by clicking on OK.

Shifts must meet the following rules:

 A valid name must be given.
 The start time must not be after the end time.

Attention: If you change shift times, amend the break times in the Breaks tab too.

GENERAL DIALOG
Option Description

Name Please enter a name for the shift.

 Maximum length: 256 characters
 The following special characters are not
permitted:/\.:*?<>!|"'#%
 Must not be empty or only consist of spaces!

Start Select the start time for the shift:

 Day: Selection from calender element or entry in
the field directly.
 Time: Selection by means of arrow keys or entry in
the field directly.

47 | 84
Shift Management in Runtime

Option Description

Default: Start marked in the calendar.

End Select the end time for the shift:

 Day: Selection from calender element or entry in
the field directly.
 Time: Selection by means of arrow keys or entry in
the field directly.

Default: End marked in the calendar.

Description Optional description of the shift.

Maximum length: 32,000 characters

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

5.1.1.1.2 Breaks
Configuration of the break times.

All breaks are shown in a list and can be edited in the list directly.

To configure breaks:
1. Click on the New button.
A new break is created.
2. Amend the name.
3. Issue a date and time for the start and end of the break.
4. Click on OK.

Note: If the shift times are amended, you may need to also amend the break times under certain
circumstances. You can do that manually or automatically by clicking on the Update break times
button.

Breaks must meet the following rules:

 For names, the same rules as for shift names are applicable.

48 | 84
Shift Management in Runtime

 The start time must not be after the end time.

 They must not overlap.
 They must be within a shift.

BREAKS DIALOG

Option Description

Name Display and configuration of the break name.

Default: Pause

To change the name:

1. Click in the cell twice.
2. Enter the name.

49 | 84
Shift Management in Runtime

Option Description

The following is applicable for break names:

 Maximum length: 256 characters
 The following special characters are not permitted:
/\.:*?<>!|"'#%

Start day Select the day for the start of the break here.

Default: First day of the shift.

To change the day:

1. Click in the cell twice or press the F2 key after
selection.
2. Select the required day from the drop-down list.

The following applies for the start day:

 All days configured for the shift are available.
 The date must not be higher than the date for
the End day option.

Start Time Select the time for the start of the break here.

Default: Start time of the shift.

To change the time:

1. Click in the cell twice or press the F2 key after
selection.
2. Enter the time or configure the time with the
arrow keys.

The following is applicable for the start time:

 All times configured for the shift are available.
 The time must not be later than the time
configured for the End time option.

End day Select the day for the end of the break here.

Default: First day of the shift.

To change the day:

1. Click in the cell twice or press the F2 key after
selection.

50 | 84
Shift Management in Runtime

Option Description
2. Select the required day from the drop-down list.

The following applies for the end day:

 All days configured for the shift are available.
 The date must not be earlier than the date for
the Start day option.

End time Select the time for the end of the break here.

Default: Start time of the shift plus 5 minutes.

To change the time:

1. Click in the cell twice or press the F2 key after
selection.
2. Enter the time or configure the time with the
arrow keys.

The following is applicable for the end time:

 All times configured for the shift are available.
 The time must not be later than the time
configured for the Start time option.

Select all Selects all configured breaks.

Clear selection Clears the selection. No more breaks are selected.

New Adds a new break to the list.

Delete Deletes all selected entries after requesting confirmation.

Update break times Clicking on the button automatically amends the break
times to the amended shift times. In doing so, all breaks
are moved so that their start is at the same length to the
shift start as before the change to the shift time.

Only available if, in the General properties (on page 47)

tab, shift times have been amended and the change has
an effect on the configured breaks.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

51 | 84
Shift Management in Runtime

Option Description

Cancel Discards all changes in all tabs and closes the dialog.

5.1.1.1.3 Equipment Modeling

Shifts can be linked to equipment groups.
To assign equipment groups in a created shift:
1. Select the desired element.
2. Click on the Add button.
3. Repeat the process until all necessary groups are available in the list (Multi-select is not
possible.)
4. Activate or deactivate the Hierarchical filter checkbox to include or exclude subordinate
shifts.

To remove groups from a shift:

1. Select the desired element
(multiselect: Hold down the Ctrl key or shift key and click on the desired element.
2. Click the Delete button.

52 | 84
Shift Management in Runtime

EQUIPMENT MODELING DIALOG

Option Description

List of equipment models provides models and groups for selection The list separates the
display into equipment models from the global project and from
local projects.

Local equipment models can be created, edited or deleted.

Note: Equipment models from the global project cannot be

displayed if there are models with the same name from the local
project. Affected models are displayed by clicking on the warning
symbol (triangle with exclamation mark). For details, see the
Equipment modeling manual, Editing local equipment models
chapter.

53 | 84
Shift Management in Runtime

Option Description

Add Adds the selected groups to the filter list.

Remove Removes all selected groups from the filter list.

Filter list Shows all equipment groups that are to be filtered.

Hierarchic filter Allows the inclusion of subordinate equipment groups.

 Active: For all equipment groups displayed in the filter list,
their subordinate equipment groups are also selected and
used.
 Inactive: Only the equipment groups shown in the filter list
are used.

Note: If the option is active, subordinate equipment groups that

influence the filtering of CEL/AML with shifts (on page 74) can be
contained in the filter.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

In the Editor, new models and groups can be created for the active project and existing ones can be
deleted. It is only possible to work with pre-existing equipment models in the Runtime.

5.1.1.1.4 User
You link users to shifts in this tab.
These users can be selected as the recipient of messages by the Message Control module.

LINK USERS TO A SHIFT

To link users to a shift:
1. Click on the Add button in the dialog.
Alternatively, you can also use the Add user command in the context menu.
The user selection dialog is opened.
2. Highlight the desired users in the list of existing users.
Note: Users must already be created in order to be able to be selected.

54 | 84
Shift Management in Runtime

3. Add the selection to the list of selected users with Add.

4. Confirm the selection by clicking OK.
The users are added in the shift properties dialog.
5. Confirm the settings with OK.
The users are linked to the shift.

NOTIFY USERS
The following conditions must be met in order for users to be notified:
 The user must be linked to an active shift at the time of sending the message.
 The Message Control user property must be activated for the user.
In the user list of the dialog, it shows whether the property is active or inactive.
Note: If the checkbox is not active, it can be activated in the respective user profile.
 In the Send a Message function, the User group with shift filter property must be selected
for the Type option.

Note: The users are notified in accordance with the settings in the Message Control module. The
notification is only carried out if the shift is also active on the corresponding day.

55 | 84
Shift Management in Runtime

USER DIALOG

Option Description

User List Shows the user that is linked to the shift.

The following is displayed for each user:

 User name
 Complete name
 Message Control user

The users can be sorted and filtered according to these

criteria.

User name Displays the short name of the user.

56 | 84
Shift Management in Runtime

Option Description

Complete name Displays the complete name of the user.

Message Control user Shows whether the user has been configured for
notification via Message Control.

Select all Selects all users in the list.

Clear selection Resets the selection.

Add Opens the dialog to select users and adds the selected
users to the user list.

Remove Removes all selected users from the user list.

Filter list Shows all criteria that are to be filtered.

CLOSE DIALOG
Option Description

OK Applies all changes in all tabs and closes the dialog.

Cancel Discards all changes in all tabs and closes the dialog.

5.1.1.2 Edit shift

In order to edit a shift:
1. Click on a shift that you want to edit in the calender.
Edit the shift using
 Double-click Double click on the shift to be edited.
 Context menu: Click on Shift properties in the context menu.
 Button in the screen: Click on the Edit shift button.
 Keyboard: Press the Enter key.

Note: It is possible to edit shifts on any client computer. If Shift Management is used by several client
computers at the same time, when editing a shift, the changes that were made last are applied and
updated.

57 | 84
Shift Management in Runtime

5.1.1.3 Delete shift

To delete a shift:
1. Click on a shift that you want to delete in the calendar.
Note: Multiple selection with the CTRL key is also possible.
2. You can choose to delete the selected shifts by means of:
 Context menu: Click on Delete shift in the context menu.
 Button in the screen: Click on the Delete shift button.
 Keyboard: Press the DEL key.
Before deletion, a dialog is opened requesting confirmation.
3. Confirm the dialog with Yes, or Yes to all with multiple items selected.

Note: It is possible to delete shifts on any client computer. If Shift Management is used by several
users on different client computers at the same time, the shifts first deleted on a client computer are
also no longer visible on all other client computers.

5.1.1.4 Filtering shifts

Shifts can be displayed with a filter in the Runtime. Filtering is carried out using the linked equipment
groups.

To filter the display in the calendar in the Runtime:

1. Click on the button Filter.
The dialog for screen switching is opened.
2. Select the equipment groups (on page 24) that are to be used.
3. Confirm the configuration by clicking on the OK button.

In the calendar, only shifts that correspond to the equipment model filter are displayed.

EQUIPMENT GROUPS
It is possible to choose configuration of the filter for the equipment group by means of:
 Screen switch to a screen of type Shift management.
 Screen of type Equipment model

58 | 84
Shift Management in Runtime

SCREEN SWITCH TO A SCREEN OF TYPE SHIFT MANAGEMENT.

Configuration is carried out in the screen switching or in the filter dialog in the Equipment Modeling
(on page 24) tab.
In order for shifts to be displayed in the Runtime:
 The shift must have at least one equipment group in common with the filter
or
 The shift must not be linked to an equipment group

Note: If no equipment modeling is configured in the screen filter, all shifts are displayed.

SCREEN OF TYPE EQUIPMENT MODEL

When screen switching, the Screen to be updated option is used to select the desired Shift
Management screen. In the Runtime, the filter set in the screen is applied to the selected shift model
screen.

Note: If filtering is via the equipment model screen, it replaces the configurations set in the shift
model screen.

5.1.1.5 Highlight time ranges

Time ranges can be highlighted via the configuration of times to be displayed. Time ranges outside
the time filter are shown in gray, but can be edited.

To configure time periods in the calendar:

1. Click on the button Filter.
The dialog for screen switching is opened.
2. Define the desired time range in the General (on page 16) tab.
3. Confirm the configuration by clicking on the OK button.

5.1.1.6 Insert shift model

To add a shift model to a calendar:
1. Highlight in the shift calender the day, on which the shift model is to be added.
2. Click on the button or the Insert shift model.
Note: When engineering in the network, there must be operating authorizations on the
computer.
The dialog to select a shift model is opened.
3. Select the desired model.

59 | 84
Shift Management in Runtime

4. Select the start day and the end day.

5. Select at least one equipment group.
6. Click on OK.
The model is inserted into the configured time period in the calendar.
Note:
 When inserting onto the calendar, a check is carried out to see if the respective day is
also envisaged for the shift.
 The shift model is inserted on the server. The clients are notified by means of the new
shift.
 The shifts created have no relation or linking to the model.
 If the shift model has been added on the wrong day, all shifts created must be deleted
manually.

Attention
If a day in the monthly shift is selected in the shift model, this day lasts from
00:00 to 24:00. Midnight is also the starting point for the next day. 2 days are
therefore selected in practice.

The shift is thus inserted for 2 days when inserting a shift model into a calendar.

To insert the shift for just one day:

 Insert the shift model.
 For the To option, stipulate the same date as for From.

Example
Object Start End

Shift in the shift model: 3:00 AM 4:00 AM

Selection in the calendar: 03.04.2017, 02:00 03.04.2017, 8:00 AM

Result in the calendar: 03.04.2017, at 3:00 03.04.2017, at 4:00 AM

INSERT NEW SHIFT MODEL

The insertion of a shift model is configured using two tabs:
 Shift model selection: Selection of the shift model and the time range.
 Selection equipment modeling: Selection of equipment groups

Note: Star symbols mark options that must have valid entries.

60 | 84
Shift Management in Runtime

SHIFT MODEL SELECTION

If you want to edit the list directly using the monitor, activate the Multi-Touch functionality.
You can find detailed information in relation to this in the Configure interactions chapter.

Option Description

From Definition of the start day by direct entry into the field
or selection from the calendar. Clicking on the arrow
key opens the calendar.

Default: Start date marked in the calendar.

To Definition of the end day by direct entry into the field

61 | 84
Shift Management in Runtime

Option Description
or selection from the calendar. Clicking on the arrow
key opens the calendar.

Default: End date marked in the calendar.

Shift models list Lists all configured shift models. Selection by clicking
on a shift model. After closing the dialog with OK, the
shift model is entered into the calendar on the
highlighted day.

Longer texts can also be displayed in the Runtime over

several lines using the Automatic word wrap
property.

In the Editor, go to Representation in the properties

of the respective list properties and activate the
checkbox of the Automatic word wrap property.

The line height must be amended manually.

CLOSE DIALOG
Option Description

OK Applies settings and closes the dialog.

Cancel Discards all changes and closes the dialog.

EQUIPMENT MODELING

Equipment modeling is configured in a similar manner to the equipment modeling for shifts (on page
52). At least one equipment group must be selected.

62 | 84
Shift Management in Runtime

VALIDATION

The entries are validated when closing the dialog by clicking on OK. In the event of an incorrect
configuration, a dialog with the possible causes is shown.

The dialog can be confirmed with:

 Yes: The dialog is closed. No shifts are added.

 No: The dialog remains open. The configuration can be amended.

5.1.1.7 Assign users a shift

Users can be assigned to a shift. The Message Control module can use this link to send messages (on
page 65).

To assign users a shift:

1. Select the shift in the calendar.
2. Open the dialog Shift properties.

63 | 84
Shift Management in Runtime

3. Switch to the User tab.

4. Click on the Add button or select this entry in the context menu.

64 | 84
Shift Management in Runtime

The user selection dialog is opened. All users in the active project who have been created are
shown.

5. Highlight the desired users.

6. Click on the Add button.
The selected users are added to the list.
7. Confirm the settings with OK.
The users are added in the Users tab.
8. Close the Shift properties dialog by clicking on OK.
The selected users are now linked to the shift.

Note: To use the users linked here in the Message Control module, the users must be assigned to a
certain user group. This user group can be defined as a target in the function Send a Message.

5.1.1.8 Send message to user group with shift filter

Users that have been assigned to a shift can be notified of alarms and events automatically using the
Message Control module.
Notification is configured by means of the two modules shift management and Message Control.

Note: Notification can only be used for configured shifts. Linking to shift models is not possible.

CONFIGURATION
To notify users:
1. Link the desired user to the shift (on page 63).

65 | 84
Shift Management in Runtime

2. Link the user to a user group.

Ensure that, for users who need to be notified:
 The Message Control user property has been activated
 The Message Control group property has been activated for the user group
3. Stipulate, for the user group, the sequence in which the users are to be notified. Use the
User order property for this. The users are notified in the stipulated order.
4. For Message Control, configure the recipient in the Send a Message function:
a) Open the function and switch to the Dispatch Type tab.
b) Select User group with shift filter in the Type option.
The User group selection dialog is opened.
c) Select the user group configured for shift management as the recipient of the message.
Note: To change the group later, select the Recipient name option.
d) Select a method.
Note: If group call is selected, all recipients are notified at the same time, and
consecutively with following call and infinite successive call.
5. Configure the further options of the function.

PROCEDURE IN RUNTIME
Procedure when triggering the Send a Message function:
1. The function looks, in the set user group, for the first user who is configured for Message
Control.

2. A check is carried out to see whether this user is included one of the shifts that is currently
active.
3. If a user is included in an active shift, they are notified.
4. If the user is not included, they cannot be contacted or they reject the message, the next user
in the user group is searched for and compared to the current shift.
5. This process is carried out until a user confirms the message or the group has been gone
through in full.

The precise procedure depends on the configured method.

METHODS FOR USER GROUP WITH SHIFT FILTER

The behavior in the Runtime depends on which method has been selected for the user group with
shift filter:

66 | 84
Shift Management in Runtime

Style Procedure

Group call:  The message goes to all users of the selected type who are
linked in a shift for which the function execution is active.
All users found are notified at the same time.
 If a user does not confirm the message, a message is sent to
their substitute if they are linked in a shift.

Following call:  An attempt is made to find the first user of the group who is
linked to the shift.
 This user is notified.
 If they cannot be contacted, the next user is searched for and
notified.
 This is run through once until the end of the group has been
reached.
 If no shift is still active during the process or no relevant users are
linked in the active shifts, the notification is ended.
A corresponding entry is made in the CEL.

Endless following call:  An attempt is made to find the first user of the group who is
linked to the shift.
 This user is notified.
 If they cannot be contacted, the next user is searched for and
notified.
 This is run through cyclically until a user is reached.
 If no shift is still active during the process or no relevant users are
linked in the active shifts, the notification is ended.
A corresponding entry is made in the CEL.

Note:
 Only users who are linked in a shift for which the execution of the function is active are
notified.
 Depending on the configuration, messages can also be sent to users who are no longer
active in any shift.
Example: The type of sending (such as telephone) needs some time for sending. If, at the
time of generating the message, there are already further messages in the queue, the new
message is sent with a delay. If the shift has been switched in the mean time, the message is
nevertheless sent to the user of the previous shift.
 Following call and Endless following call: No further messages are created if no user of the
selected group is active in the active shift.
Example: The message sending with endless subsequent call starts during Shift 1.

67 | 84
Shift Management in Runtime

None of the recipients acknowledges the message. A shift-free time of 5 seconds is

configured between Shift 1 and the subsequent Shift 2.
If the timeout for acknowledgment runs out in precisely these 5 minutes, there is no recipient
available at this point in time. The sending of the message is aborted. No messages are sent
to their user, even after the start of Shift 2.

EXAMPLE WITH FOLLOWING CALL:

A message is sent to a group.

 The group contains the users User 1, User 2, User 3, User 4, User 5 and User 6, in exactly this
order.
 The Send a Message function is configured with the following call method.
 At the time of the initial sending, a shift is active with User 4, User 5 and User 6.
 The function compares the users of the group to the users in the shift.
 User 4 is notified first.
If they do not react, User 5 is notified and then User 6.
 However, at this time, the original shift has already ended and the next shift has started with
User 1, User 2 and User 3.

 Because all users are arranged in the group before User 6, no further message is now sent.

Recommendation: Select infinite successive call as a method . Then all users are contacted until
one reacts. In our example, User 1 would be notified after a shift change to the new shift.

5.1.2 Shift models

Shift models provide templates for a daily routine. They are created once and can be added to the
calendar as often as desired. A daily routine can start at any desired. Shift models therefore always
offer two calendar days for configuration. Shifts can also be configured and added beyond day limits.

68 | 84
Shift Management in Runtime

Shift models are created and edited in the Runtime. To do this, the corresponding control elements
(on page 9) must have been configured in the screen.

SHIFT MODELS
Elements Description

Shift models list List of existing shift models.

Column selection Opens the dialog (on page 20) to select the
columns to be displayed in the list.

Format columns Opens a dialog (on page 22) to format the

columns.

New shift model Opens the dialog (on page 70) for creating a shift
model.

69 | 84
Shift Management in Runtime

Elements Description

Open shift model Changes the calendar view to the display of shift
models and opens the selected shift model there.

Save shift model Saves the shift model opened in the calendar.

Only available if a shift model is open in the shift

calendar and there are unsaved changes.

Delete shift model Deletes the selected shift model after a

confirmation message.

Properties Configuration of the properties of the shift model:

Name and description

5.1.2.1 Creating a shift model

To create a new shift model:
1. In the Shift models area, click on the New shift model button.
Alternatively, right click in the list of the shift models and select New shift model in the
context menu or pres the Ins key.
The dialog to create a new shift model is opened.
2. Give it a name and, optionally, a description.
3. If necessary, configure the weekdays on which the model is to be applied.

Note: If the model is limited to certain week days, when adding the model to the calendar, a shift is
only entered for the days that have been selected in the model. When checking whether a model can
be inserted on a certain week day in the calendar, the first day of the model is taken into account. If
this is not valid, shifts from the second day are not entered into the calendar. If the first day is valid,
shifts from the second day are also entered into the calendar, even if this day is invalid.

Example: A shift in the model lasts from 20:00 to 04:00. Thursday is an invalid day. If the model is
added on a Wednesday, the shift is entered in full. If the model is added on a Thursday, the shift is
not entered.

70 | 84
Shift Management in Runtime

NEW SHIFT MODEL DIALOG

Option Description

Name Entry of the name.

The following is applicable for names:

 must be unique
 must not be empty
 must not contain one of the following characters: /\.:*?<>!|"'
#%

 must not consist of more than 256 characters

Description Entry of an optional description.

Maximum length:32000 characters

Valid for the following Configuration of the week days on which the shift model is applied
weekdays in the shift calendar.

Selection by activating the checkbox beside of the respective

weekday.

Note on national holidays: The valid national holidays (on

page 12) are read from the Feiertage.txt file. No shifts are created

71 | 84
Shift Management in Runtime

Option Description
on national holidays if the checkbox is deactivated.

Default: All

CLOSE DIALOG
OK Applies settings and closes the dialog.
If errors are established during validation, the dialog is
opened again and a notice of possible causes of errors is
shown.

Cancel Discards all changes and closes the dialog.

5.1.2.2 Configure shift model

To configure a shift model:
1. Click, in the list of the shift models, on the button or the Open shift model context menu
entry or double-click on a shift model.
The shift model is displayed in the calendar.
2. Configure the shift model.
3. Click on Save shift model.

EDIT PROPERTIES
The name and property of a shift model can be edited.

To change a property:
1. Highlight the shift model.
2. Click on the Properties button.
This must have been configured for the screen.
Alternatively: Select the Properties entry in the context menu.

72 | 84
Shift Management in Runtime

The dialog with the shift model properties is opened.

3. Edit the desired entries:

 Name: Name of the shift model.
The name must be unique. For further limitations, see the Create shift model (on page
70) chapter.
 Description: Optional description.
Maximum length: 32000 characters
4. Save by clicking on OK.

The changes are applied immediately, saved on the server and distributed to all clients. This is also
applicable if the model is edited at the same time on another client. The content of the model - the
shift configurations - is not changed in the process. These are saved and distributed separately. You
can find detailed details on this in the Behavior in the network (on page 81) chapter.

5.1.2.3 Delete shift model

To delete a shift model:
1. Select the desired shift model in the shift models area.
Multiple selection is possible.
2. Click on the Delete shift model button.
Alternatively, right click in the list of the shift models and select Delete shift model in the
context menu or pres the Del key.

73 | 84
Shift Management in Runtime

The dialog to confirm the deletion process is displayed.

3. Confirm this when requested to do so.
The shift model is deleted.
If the shift model is shown in the calendar, it is switched to the normal calendar view. If the
shift model is deleted from another computer, a corresponding message is shown.

Note: The deletion of shift models is documented by means of an entry in the Chronological Event
List.

5.2 Copy and add shifts

Shifts can be copied and pasted in the calendar.
To copy and paste shifts, use:
 The Copy shift and Insert shift buttons
 The Copy shift and Insert shift commands in the context menu
 The keyboard shortcut Ctrl+C and Ctrl+V

Buttons/commands:
 Copy shift: Copies the selected shift to the clipboard.

 Insert shift: Pastes a copied shift from the clipboard into the selected day.

Attention
Insertion is always only possible in the same project and in the same view.
That means:
 Shifts from shift models can only be added into shift models
 Shifts from the calendar can only be added into the calendar

5.3 Filter information with shifts

Shifts can serve as filters for the display of information in other screens.
The following can be filtered:
 AML
 Archive revision
 CEL
 ETM

74 | 84
Shift Management in Runtime

 Report Viewer
 Time/Lot/Shift filter

To filter information with shifts, use:

 Filter for screens (on page 29) in screen switching for the shift management
 Shift filter in the screen switching for:
 AML:
Only alarms whose incoming time is within a shift from the shift filter and whose
equipment linking is in the shift are shown. If no equipment filter is defined for a shift, no
check for equipment linking is undertaken; only the time is taken into account.
 Archive revision:
Only the entries that are appropriate for the time filter for shift management and whose
variables are appropriate for the equipment model filter of the screen and each shift to
be checked are shown.
 CEL:
Only events whose time is within a shift from the shift filter and whose equipment linking
is in the shift are shown. If no equipment filter is defined for a shift, no check for
equipment linking is undertaken; only the time is taken into account.
 ETM
 Report Viewer
 Time/Lot/Shift filter

Notes on the configuration of screen switching:

 The shift filter requires a configured time filter. If the time filter is set to the No time filter
option, the shift filter is deactivated. A notice of the cause of the deactivation is shown.
 If the lot filter is activated, the shift filter is automatically deactivated. Both filters mutually
exclude one another. A notice of the cause of the deactivation is shown.

FILTER FOR SCREENS IN SCREEN SWITCHING FOR THE SHIFT MANAGEMENT

To filter data in screens for shifts
1. For the Shift Management screen, configured the Apply selection (on page 9).
2. Stipulate in the screen switching in the Screens (on page 29) tab which screen is to be
filtered.
Several screens can be selected.
3. Call up the screen to be filtered in the Runtime at the same time as the shift management
screen.
4. Select the shifts that are to serve as a filter.

75 | 84
Shift Management in Runtime

5. Click on the Apply selection button.

The linked open screens show your information filtered for the selected shifts.

5.3.1 CEL
The CEL can be filtered using:
 The Screens tab in the screen switch to shift management
 The Shift in the screen switching to a CEL screen

FILTER USING SCREENS IN SCREEN SWITCH SHIFT MANAGEMENT

In the screen switch, you can configure the CEL screens for which a shift filter is applied. All CEL
screens that have been opened and selected in the screen switching are then expanded in the
Runtime. Filtering is carried out if a shift has been selected in the shift calendar and the Apply Filter
button is clicked on.

Only entries that meet the following conditions are shown in the CEL:
 The time stamp is within a shift from the shift filter.
 Your equipment linking is also represented in the shift. The filter forms the intersection of
both equipment linkings.
Note the Hierarchical filter option when configuring the equipment linking of shifts. With
the option active, subordinate equipment groups that have not been actively selected for the
CEL can also be included in the filter.
If no equipment filter is defined for a shift, only the time is take into account for this shift.

The CEL filter settings are amended:

 The time filter is set to absolute.
It contains the following values:
 Start time: Earliest start time of the selected shifts.
 End time: Latest end time of the selected shifts.
 The lot filter is deactivated.
 All other filters are applied as configured.
 The filter text in the CEL screen also shows the start time and end time of the shift filter.

The button filter in the CEL screen is deactivated until the screen is called up with its original filter. The
overwritten filter is retained on reloading.

FILTERING VIA SHIFT TAB IN THE SCREEN SWITCHING TO CEL

When switching screen to a CEL screen, the display of the entries can be filtered for shifts.

76 | 84
Shift Management in Runtime

To filter the CEL screen for shifts:

1. Configure screen switching to the CEL screen.
2. Configure the time filter.
3. Deactivate the lot filter if it is active.
4. Configure the lot filter.

You can read details in the Chronological event list manual in the Shift chapter.

Note: The Always show system messages in list option in the screen switching to a CEL screen is
taken into account by shift management.

5.3.2 Extended Trend

Extended Trend screens can be filtered:
 via linked screens in the screen switching to the shift management
 via linked screens in the screen switching to Extended Trend
 In the screen switching to an Extended Trend screen using the Shift tab for the time filter

FILTER USING SCREENS IN SCREEN SWITCH SHIFT MANAGEMENT

Extended Trend screens can be added to the shift screen when selecting a screen in screen switching.
The shift filter is added to all screens that are open and selected in screen switching. When clicking on
the Apply selection button in the shift screen, the linked Extended Trend screens are filtered with the
selected shifts.

FILTER USING SCREENS IN EXTENDED TREND SCREEN SWITCHING

The settings of the Shift Filter tab in screen switching can be replaced with a separate filter screen.

To do this:
1. Configure a time/lot/shift filter screen.
2. Configure it with the control elements for shift filtering.
3. Link the screen to the screen switching to Extended Trend: -> Display tab -> Runtime group
-> Replace time filter with screen option.

Particular features in Runtime:

 A No time filter time filter is not permitted.
 If, for the shift filter, the apply shift filter directly option is selected, the switch to "show
shift selection" mode is activated but the criteria are selected so that no shift is found, the

77 | 84
Shift Management in Runtime

time filter is overwritten with an invalid value. In this case the filter is reset to the default
settings (1 hour relative).
 If the comparison with 2nd time period option is activated and the screen is assigned a
filter either by means of a shift filter screen or a shift management screen, both filters are
overwritten with the same value.

FILTERING VIA SHIFT TAB IN THE TIME FILTER OF THE SCREEN SWITCHING TO
EXTENDED TREND
When screen switching to an Extended Trend screen, the display can be filtered for shifts:
1. Configure screen switching to the Extended Trend screen.
2. Configure the time filter.
3. Deactivate the lot filter if it is active.
4. Configure the lot filter.

You can read details in the Extended Trend manual in the Shift chapter.

BEHAVIOR IN RUNTIME
The following is applicable for the shift filter in Runtime:
 When comparing to a second time range, one shift filter is used for both time ranges. If a
new filter is assigned to the screen, both filters are overwritten with the same value.
 A No time filter time filter is not permitted.
 If the time filter is configured as relative, the shifts to be displayed are only determined at the
time they are called up.
That means:
 At a later point in time, shifts that have been newly added or that have already expired
are not taken into account.
 Only the shift that was the earliest or latest at the time of being called up is taken into
account. This then moves from the display of the scale as time passes.
 If the shift filter is configured as apply shift filter directly plus switch to the "show shift
selection" mode, but no shifts can be found, then:
 The time filter becomes invalid
 The time filter is automatically set to the default value: Relative time period 1 h
 The automatic correction is shown in the filter dialog when the Diagram button is
pressed

78 | 84
Shift Management in Runtime

5.3.3 Report Viewer

Report Viewer screens can be filtered:
 via linked screens in the screen switching to the shift management
 In the screen switch to a Report Viewer screen via:
 A linked time filter screen in the Runtime tab
 The Shift tab for the time filter

FILTER USING SCREENS IN SCREEN SWITCH SHIFT MANAGEMENT

Report Viewer screens can be added to the shift screen in the screen selection list in screen
switching.
The shift filter is added to all screens that are open and selected in screen switching. When clicking on
the Apply Selection button in the shift screen, the linked Report Viewer screens are filtered with the
selected shifts.

Notes:
 Only Time filter 1 is overwritten. All other filters are unchanged.
 The shift filter has an effect on AML, CEL and archive data.
 Only entries for AML, CEL and archives of variables with appropriate linking and appropriate
time stamp are shown.

The Filter button in the screen is deactivated until the screen is called up again with its original filter.
The overwritten filter is retained on reloading.

FILTERING VIA TIME FILTER SCREEN IN REPORT VIEWER SCREEN SWITCHING

A time filter can be used to activate a shift filter for an open Report Viewer screen.

To do this:
1. Open the Runtime tab in the screen switch to the Report Viewer.
2. For the Replace time filter 1 with screen in Runtime option, select a time/lot/shift filter
screen.

In the screen in Runtime - depending on the configuration of time filter 1 - relevant content for lots
or shifts is displayed.

FILTERING VIA SHIFT TAB IN THE TIME FILTER OF THE SCREEN SWITCHING TO
REPORT VIEWER
When switching screen to a Report Viewer screen, the display of the entries can be filtered for shifts:

79 | 84
Shift Management in Runtime

1. Configure screen switching to the Report Viewer screen.

2. Configure the time filter.
3. Deactivate the lot filter if it is active.
4. Configure the lot filter.

For details, read the Shift chapter in the Reporting manual.

5.3.4 Time / lot / shift filter

A time/lot/shift filter screen can be filtered for shifts in the screen switching using the Shift tab.

To filter the screen for shifts:

1. Configure a screen switch to a time/lot/shift filter screen.
2. Configure the time filter.
3. Deactivate the lot filter if it is active.
4. Configure the lot filter.

For details, read the Shift chapter in the Screens manual.

Note: In order for the control elements for the shift filters to be displayed in Runtime:
 The Show shift selection option must be selected in the screen switching.
 The time filter must be configured.

5.4 Carry out SQL export

Shifts and breaks can be exported to SQL.
To export shifts and breaks in the Runtime:
1. Create a function (on page 30)SQL export shift calendar .
Attention: If the connection is configured incorrectly, no data can be exported in the
Runtime.
2. Execute the function in the Runtime.
The shifts that correspond to the configuration are exported.

The following is applicable for SQL export:

80 | 84
Behavior in the network

 Naming of the target tables: [project GUID]_SHIFT_[GUID of the equipment model group].
 Only connected groups are exported.
That means: If a shift is in a time filter, but not yet concluded, it is not exported.
 Each shift is only exported once.
It is inserted into the respective table once. Subsequent changes to a shift are not applied to
the pre-existing table.
 Errors are logged.

Attention
If the export fails, the shifts to be exported are not transferred again during the
next export. Gaps can thus occur.

Recommendation: Configure the export as overlapping. To do this, call up

the function every day, for example, and export the shifts for 2 days.
Or activate the Show this dialog in the Runtime option in order to allow the
user to reconfigure the time range in the Runtime.

6 Behavior in the network

FUNCTION AUTHORIZATIONS
In principle, all buttons and context menus are available, regardless of the required rights. The first
time it is executed, a check is carried out to see whether the logged-in user is authorized to carry out
the action. The properties of the shifts and shift models can always be displayed. This is also
applicable if the rights for editing are missing.

Procedure:
 A check is carried out to see whether the token for editing is present in the network.
If there is no authorization, the process is canceled with an error message.
 A check is carried out to see whether the logged-in user has the necessary rights.
If there is no function authorization, the process is canceled with an error message.
Exception: If a temporary login has been activated, the login dialog is shown. If this login is
unsuccessful, the process is ended with an error.

81 | 84
Time zones and date limits

SHIFTS AND SHIFT MODELS

When creating and editing shifts and shift models in the network, the following is applicable:
 Editing is not carried out on the server directly, but with a local copy.
All changes are sent to the Server 1 and to the Server 2 and updated there.
This concerns the creation, changing and deletion of shifts and shift models, as well as the
insertion of shift models into the shift calendar.
 If several users are editing the same shift or the same shift model, the changes made by the
user who has saved last are applied.
 When the model is saved, only the content is saved, not the name and description.

REDUNDANCY
The Shift Management module supports redundancy.

Note:
If the server fails and the standby server takes over as a new server, the following is applicable on the
new server:
 The list of the shift models is renewed.
 A shift model that is currently open will be closed. Changes that have not been saved are
discarded in the process.

7 Time zones and date limits

Rules have been defined for the behavior of shift management with regard to time zones, time switch
and date limits.

7.1 Display of date limits

When creating a shift that is on the second day of a shift model and whose end relates to the border
between two days, Shift Management acts as follows:
 24:00 is understood 00:00 of the following day.
 This 00:00 is shown as its own day in the shift properties.
 This day only permits the time 00:00.
 If an attempt to select another time for this day is made, a corresponding message is
shown.
 For the shift end on the third day, only 00:00 can therefore be set as the time because
the shift model is limited to two days.

82 | 84
Keyboard shortcuts for Shift Management

Note: This limitation is only applicable for shift models. Any possible time can be entered as a shift
end in the shift calendar.

EXAMPLE
 Configured shift time:
 11. 11. 2017
 from 4:00 p.m. - 12:00 a.m.
 Display:
 Start: 11. 11. 2017, 4:00 pm
 End: 12. 11. 2017, 12:00 am

7.2 Time zones and time switches

Shifts are automatically amended to the switch from daylight saving time to standard time in
accordance with certain rules.

When inserting a shift, a dialog is opened in which the start time and end time are shown according
to the selection. If an unavailable time point is selected when switching, it is then corrected
automatically. The times can be amended in the dialog. Time points that are not available are always
corrected however.
 Switch from standard time to daylight saving time:
A time indication of 02:00 is automatically corrected to 01:00.
Background information: Because there is a switch at 02:00 to 03:00, 02:00 does not exist for
the calendar. Entry of 02:00 is not possible.
 Switch from daylight saving time to standard time:
A time indication of 3:00 is automatically corrected to 2:00.
The display in the calendar can depend on the time zone in which the calendar is displayed.
For example, in the local calendar with a standard time switch, the shift can be shown with a
length of 2 hours. In another calendar, the shift - depending on the time zone - can also be
shown for 3 hours. In Yakutsk, for example, where there is no time switch.

8 Keyboard shortcuts for Shift Management

The following keyboard shortcuts are available for Shift Management in zenon:

83 | 84
Keyboard shortcuts for Shift Management

RUNTIME
Action Key

Create new shift or shift model Ins

Edit shift or shift model Enter

Delete shift or shift model Del

Aktion Taste

84 | 84