OPS Sign-Up Management Actions for FX and BlockBuster

Table 1. OPS Sign-Up Management Actions for FX and BlockBuster based on Sign-Up Period Status and Bid Condition
Action	Sign-up period has started	Bid Condition	How do I do it?	How do I ensure data integrity?	How do I control which users can do this?	What conditions aren't handled?
Delete a sign-up period	N	Bid isn't configured.	Use the Delete toolbar button.	N/A	Set the OPS > OPS SignUp Management > Delete Sign-up Period permission.	N/A
Delete a sign-up period	Y	Bid isn't configured.	Use the Delete toolbar button.	N/A	Set the OPS > OPS SignUp Management > Delete Sign-up Period permission.	N/A
Extend an existing sign-up period	N	Bid is configured but no employees have bid yet (sign-up has rosters with holidays).	Use the OPS SignUp Management screen Extend Sign-up Period button.	Use the Work Planner Replicator screen to extend the bid.	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	Holidays in a roster aren't regenerated.
Extend an existing sign-up period	N	Bid isn't configured.	Use the OPS SignUp Management screen Extend Sign-up Period button.	N/A	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	N/A
Extend an existing sign-up period	N	Bid is configured but no employees have bid yet (no rosters in sign-up).	Use the OPS SignUp Management screen Extend Sign-up Period button.	Use the Work Planner Replicator screen to extend the bid.	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	N/A
Extend an existing sign-up period	N	Bid is configured but no employees have bid yet (sign-up has rosters without holidays).	Use the OPS SignUp Management screen Extend Sign-up Period button. The rosters don't change.	Use the Work Planner Replicator screen to extend the bid.	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	N/A
Extend an existing sign-up period	N	Bid has started and employees have bid (no rosters or rosters don't have holidays in sign-up).	Use the OPS SignUp Management screen Extend Sign-up Period button.	Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work is extended.	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	N/A
Extend an existing sign-up period	N	Bid has started and employees have bid (sign-up has rosters with holidays).	Use the OPS SignUp Management screen Extend Sign-up Period button.	Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work and rosters are extended.	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	Holidays in a roster aren't regenerated.
Extend an existing sign-up period	N	Bid has been configured but no employees have bid yet and bid contains holidays.	Use the OPS SignUp Management screen Extend Sign-up Period button. Existing holidays remain unchanged, no new holidays are created.	Use the Work Planner Replicator screen to extend the bid.	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	N/A
Extend an existing sign-up period	Y	Bid isn't configured.	Use the OPS SignUp Management screen Extend Sign-up Period button. Days that have been activated in the extended sign-up period aren't handled.	N/A	Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.	N/A
Import a service into a specific date	N/A	Bid isn't configured.	Use the OPS SignUp Management screen Import Single Date button. You can restore the original data by repeating the process for the same date.	Use a null (blank) week template for the date.	Set the OPS > OPS SignUp Management > Import Single Date From Other Sign-up Period permission.	N/A
Import a service into a specific date	N/A	Bid is configured but no employees have bid yet (no rosters in sign-up).	Use the OPS SignUp Management screen Import Single Date button. You can restore the original data by repeating the process for the same date.	Use a null (blank) week template for the date.	Set the OPS > OPS SignUp Management > Import Single Date From Other Sign-up Period permission.	Doesn't automatically rebuild the work and the daily block if the day has been activated.
Import a sign-up	N	Bid isn't configured.	Use the Schedule Import screen to import a new schedule for the entire period.	Handled by V15 upgrade.	N/A	N/A
Import a sign-up	N	Bid is configured.	Use the Schedule Import screen to import a new schedule for the entire period.	Handled by V15 upgrade.	N/A	N/A
Import a sign-up	Y	Bid isn't configured.	Use the OPS SignUp Management screen Import Into An Existing Sign-up Period button.	N/A	Set the OPS > OPS SignUp Management > Reimport Middle Sign-up Period permission.	N/A
Import a sign-up	Y	Bid is configured.	Use the OPS SignUp Management screen Import Into An Existing Sign-up Period button.	N/A	Set the OPS > OPS SignUp Management > Reimport Middle Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid isn't configured.	Use the OPS SignUp Management screen Shorten Sign-up Period button.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up	N	Bid is configured but no employees have bid yet (no holidays in rosters or no rosters in sign-up).	Use the OPS SignUp Management screen Shorten Sign-up Period button.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid is configured but no employees have bid yet (sign-up has rosters with holidays).	Use the OPS SignUp Management screen Shorten Sign-up Period button.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid has started and employees have bid (no rosters in sign-up).	Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid information and the employee assignment is shortened.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid has started and employees have bid (sign-up has rosters without holidays).	Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid information and the employee assignment is shortened.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid has started and employees have bid (sign-up has rosters with holidays).	Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid has been configured but no employees have bid yet and bid contains holidays.	Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	N	Bid has started and employees have bid and bid contains holidays.	Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A
Shorten an existing sign-up period	Y	Bid isn't configured.	Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.	N/A	Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.	N/A

Delete a sign-up period

N

Bid isn't configured.

Use the Delete toolbar button.

N/A

Set the OPS > OPS SignUp Management > Delete Sign-up Period permission.

N/A

Delete a sign-up period

Y

Bid isn't configured.

Use the Delete toolbar button.

N/A

Set the OPS > OPS SignUp Management > Delete Sign-up Period permission.

N/A

Extend an existing sign-up period

N

Bid is configured but no employees have bid yet (sign-up has rosters with holidays).

Use the OPS SignUp Management screen Extend Sign-up Period button.

Use the Work Planner Replicator screen to extend the bid.

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

Holidays in a roster aren't regenerated.

Extend an existing sign-up period

N

Bid isn't configured.

Use the OPS SignUp Management screen Extend Sign-up Period button.

N/A

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

N/A

Extend an existing sign-up period

N

Bid is configured but no employees have bid yet (no rosters in sign-up).

Use the OPS SignUp Management screen Extend Sign-up Period button.

Use the Work Planner Replicator screen to extend the bid.

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

N/A

Extend an existing sign-up period

N

Bid is configured but no employees have bid yet (sign-up has rosters without holidays).

Use the OPS SignUp Management screen Extend Sign-up Period button. The rosters don't change.

Use the Work Planner Replicator screen to extend the bid.

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

N/A

Extend an existing sign-up period

N

Bid has started and employees have bid (no rosters or rosters don't have holidays in sign-up).

Use the OPS SignUp Management screen Extend Sign-up Period button.

Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work is extended.

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

N/A

Extend an existing sign-up period

N

Bid has started and employees have bid (sign-up has rosters with holidays).

Use the OPS SignUp Management screen Extend Sign-up Period button.

Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work and rosters are extended.

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

Holidays in a roster aren't regenerated.

Extend an existing sign-up period

N

Bid has been configured but no employees have bid yet and bid contains holidays.

Use the OPS SignUp Management screen Extend Sign-up Period button. Existing holidays remain unchanged, no new holidays are created.

Use the Work Planner Replicator screen to extend the bid.

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

N/A

Extend an existing sign-up period

Y

Bid isn't configured.

Use the OPS SignUp Management screen Extend Sign-up Period button. Days that have been activated in the extended sign-up period aren't handled.

N/A

Set the OPS > OPS SignUp Management > Extend Sign-up Period permission.

N/A

Import a service into a specific date

N/A

Bid isn't configured.

Use the OPS SignUp Management screen Import Single Date button. You can restore the original data by repeating the process for the same date.

Use a null (blank) week template for the date.

Set the OPS > OPS SignUp Management > Import Single Date From Other Sign-up Period permission.

N/A

Import a service into a specific date

N/A

Bid is configured but no employees have bid yet (no rosters in sign-up).

Use the OPS SignUp Management screen Import Single Date button. You can restore the original data by repeating the process for the same date.

Use a null (blank) week template for the date.

Set the OPS > OPS SignUp Management > Import Single Date From Other Sign-up Period permission.

Doesn't automatically rebuild the work and the daily block if the day has been activated.

Import a sign-up

N

Bid isn't configured.

Use the Schedule Import screen to import a new schedule for the entire period.

Handled by V15 upgrade.

N/A

Import a sign-up

N

Bid is configured.

Use the Schedule Import screen to import a new schedule for the entire period.

Handled by V15 upgrade.

N/A

Import a sign-up

Y

Bid isn't configured.

Use the OPS SignUp Management screen Import Into An Existing Sign-up Period button.

N/A

Set the OPS > OPS SignUp Management > Reimport Middle Sign-up Period permission.

N/A

Import a sign-up

Y

Bid is configured.

Use the OPS SignUp Management screen Import Into An Existing Sign-up Period button.

N/A

Set the OPS > OPS SignUp Management > Reimport Middle Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid isn't configured.

Use the OPS SignUp Management screen Shorten Sign-up Period button.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up

N

Bid is configured but no employees have bid yet (no holidays in rosters or no rosters in sign-up).

Use the OPS SignUp Management screen Shorten Sign-up Period button.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid is configured but no employees have bid yet (sign-up has rosters with holidays).

Use the OPS SignUp Management screen Shorten Sign-up Period button.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid has started and employees have bid (no rosters in sign-up).

Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid information and the employee assignment is shortened.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid has started and employees have bid (sign-up has rosters without holidays).

Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid information and the employee assignment is shortened.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid has started and employees have bid (sign-up has rosters with holidays).

Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid has been configured but no employees have bid yet and bid contains holidays.

Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

N

Bid has started and employees have bid and bid contains holidays.

Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A

Shorten an existing sign-up period

Y

Bid isn't configured.

Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period.

N/A

Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission.

N/A