The Planning Tab’s Sidebar Settings (for Training Activities)

What Is the Sidebar Settings? #

The sidebar settings are one of the main tools to configure a planning tab. In this webpage, we will explain on how to access it and use it.

How to Access the Sidebar Settings #

Whenever you’re creating a new planning tab (regardless of the module), the sidebar settings will automatically pop up on your screen.

Meanwhile, this is how to get to the sidebar settings on an already existing planning tab:

1. Click on “Skill Matrix & Trainings” on the homepage sidebar.
2. Click on “Planning”.
3. Select the targeted planning tab.
4. Click on the three-dot icon.
5. Click on “Configure sidebar”.

Sidebar Settings: The Basics #

Here’s an explanation of the basic Sidebar settings:

1. Click to choose what the planning tab will display. The available options differ between modules. We will explain further about the available options for this module in the next guide section, under the “Sidebar Settings under the Skill Matrix & Trainings Module”.
2. If you tick this box, then the planning tab will display contents from all existing modules and folders in your Azumuta user account. We recommend you to leave this box unticked (unless you’re planning to use only one planning tab for your factory – which we don’t recommend either).
3. If you click this, you can choose whether the planning tab will only display contents from one or several work instruction tags. Click to learn how to create work instruction or how to edit a work instruction.
4. When you’re done configuring the sidebar settings, click on “Save” to apply the configured settings. The sidebar settings will automatically close.
5. Click to close the sidebar settings without saving anything (no changes will be applied to the planning tab as well).

Special Sidebar Settings under the Skill Matrix & Trainings Module #

Besides the basic sidebar settings, there are also special configuration options that can only be made on planning tabs that were made under the Skill Matrix & Trainings Module.

1. If you choose this option, then the planning tab sidebar will focus on work instructions that fall under the selected article categories/folders.
2. If you choose this option, then the planning tab sidebar will display the names of employee trainers. In addition, each dot (event) represents a training activity that each trainer has given/will give.
3. If you choose this option, then the planning tab sidebar will display the names of the trainees. In addition, each dot (event) represents a training activity that each employee has followed/will follow.