Overview
The Purge Schedules screen is accessed from the Personnel Scheduling Menu by clicking Purge Schedules. Use it to delete old Schedules from Personnel Scheduling. When you open the Purge Schedules window, the Week Start Date To will default based on the Weeks Until Schedule is Purge field in the General Tab. You can modify the dates, but you must purge whole weeks. Whole weeks are based on a Week Start Date.
Tip: Purging old Schedules on a regular basis keeps scheduling information to a smaller, more manageable size. Once you purge Schedules; reports will not include scheduling information for the dates that were purged.
Key Functionality
Tier Template
Select an existing Tier Pattern Template, and then click Load. For more information, see Using Tier Templates.
When using the Job Tier Pick From List, User Security will include Company and Location (if applicable) when determining which Job Schedules to purge.
Week Start Date Range
When you open the Purge Schedules screen, the Week Start Date From will be blank. The Week Start Date To will default based on the Weeks Until Schedule is Purge field in the General Tab. The Weeks Until Schedule is Purged is the number of previous weeks you want the system to store working (or weekly) schedules. This is the default option.
You may can modify the dates, but you must purge whole weeks. Whole weeks are based on a Week Start Date, not a work date.
If you enter a Week Start Date From, the Week Start Date To field will default to be the same as the From Date. If you are doing a normal purge (according to what is set up in PS: Defaults), you would leave the From Date blank.
If you enter a From Date, the system assumes that you are not doing a normal purge, but rather you are purging for some specific week. It is very common to purge one week. In this scenario, the system will default the To Date to be the same as what you entered in the From Date. This is a great option to use if you need to delete schedules because you rolled over your schedules before you made necessary changes to your master schedule. The date range must begin on the first day of a pay week and end the last day of a pay week.
Once your Week Start From and To are defined, you will see the total date range of schedules that will be purged.
If you entered the first day of the week in the Week Start Date From field, and let the system default the From Date to the Week Start Date To field, you would be purging just one pay week.
Warning: If you enter a future date range it will make the working and master schedules inactive and remove those shifts from the schedules. The Purge Schedules window is used to purge historical records, not future records.
Purge button
Click the Purge button to begin the purge process.
Once the purge has completed, the system updates the Last Purge Date field and adds Purge Notes on the General Tab screen. The Purge Notes field includes User, date/time, how many jobs were purged, and purge dates.
Security
The Purge screen menu item will remain enabled even if you do not have security to open the Purge screen. You will receive a message if you do not have permission to open this screen.
The PS Purge Schedules has its own Security Group called PS Purge Schedules.
The PS Purge Schedules screen is part of the PS ALL Security Group.
Tip: For more information see Security Groups Overview and Security Groups By Module.