TLM Schedules – Editing Tour Details in Vision

In this article we will go over how to edit the details of a tour

Tour details can be edited, with the exception of Tour times.

Editing Tour Details (Not Active in the Schedule)

Information in most fields for an existing tour that has not yet been activated can be changed, EXCEPT
for the tour times. If a different tour time is required, a new tour must be created.

To Edit Tour Details:

1. Open desired schedule.

2. Right-click on Location, Post, or gray area to display menu.

3. Select New Opening.

4. The Tour Week Master will display.

5. Select Location and Post associated with the applicable Tour.

6. Click Notepad icon next to Tour field.

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7. The Tour Master will display.

8. Use the Lookup icon or scroll through the Records to locate the applicable Tour.

9. Click Edit.

10. Change the information in any of the fields for the tour EXCEPT the Time In and Time Out field. These cannot be changed.

11. Click Save

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If this Tour had previously been activated, the changes made here will not be reflected on the existing schedule.

 

Editing Tour Details (Already Active on a Schedule)

For a tour/shift that already exists on a schedule, the days of the week and number of employees that
are needed can be changed permanently or temporarily. If a different tour time is required, a new tour
must be created.

To Edit Tour Days and Number of Employees:
1. Open desired schedule.

2. Right-click on the Tour IN or OUT time.

3. Select Tour Properties.

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4. The Tour Week Master will display for that record.

5. Click Edit.

6. Change the number of employees needed for the applicable days. Permanent will display for each consecutive week created. Temporary will display only for the week listed in the Weekending field

7. Click Save.

8. A message displays to indicate that the weekly tour and schedule will be modified.

9. Click Yes to confirm change.

10. Close Tour Week Master.

11. The modified schedule will be displayed.

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