Summary of New Features by Release
is continually being enhanced. Between each of the version
numbers below are multiple incremental releases (e.g. 5.3.##) leading to
the next minor or major version increment. The
subscription approach enables us to release improvements as soon as they pass
quality assurance (i.e. no need to
hold back improvements until they can be released in a group "worth
See how to receive automatic notification of new releases
by RSS Feed or e-mail.
If you are looking for a specific feature, and can't find a reference to
it in our flyer or overview, just e-mail email@example.com. It might be
in the works and/or your request will increase its priority.
Of course, we're always interested in receiving your
suggestions. People often see the
results of their suggestions within a few weeks.
Improvements since V5.3
Two more features to assist mass shift changes:
- The Right-click>Delete Shifts of an employee
now supports starting a date range in the past.
- Tools>Maintenance>Delete Tab now supports deleting all
shifts for a date range.
Saving a CSV file now includes the option to copy the file to your
clipboard to simplify pasting into a different folder or
Tools>Options>Database tab>Train/Test>[Create] is faster
and uses less disk space.
The [Info] button screens shown by Edit>Employee Group
and Select Employee Group are now larger.
The Edit>Location>Advanced>Delete Shifts for location option
now supports specifying a date range starting in the past.
- If you have other mass change of shifts needs, please
Web View 4.3.06 improvements:
- Tools>Defaults now shows both the current defaults for
the user plus a New column showing the settings that would
be revised by clicking [Save new].
- The automatic recovery of interrupted network connections to the database
has been improved.
- Each night a zip of the database and staffing levels is saved to a
new Backup folder and retained for 7 days.
Shift Information now, like Web Update, supports
changing the date of a shift (or working shift plus its service
points) within the year. Previously this could only be done by
drag/drop within the viewed 7 days.
(5.3.15) History now allows
DB Admins to display change history for any scheduler. Schedulers
still see by me.
Tools>Shifts>Empty now immediately displays a table of empty
shifts (i.e. periods not meeting specified Staffing Levels).
A CSV may still be saved/opened.
The right-click Assign Location menu option has been removed
because its functionality is provided by  Then clone for an SP
shift when adding working shifts or by right-click Clone for
existing working shifts.
New Retry option when saving a CSV from Tools>Reports
Format Tab>[Advanced]>”Just CSV” option and from the [Save]
option of any Database View report. This handles leaving the
prior copy open in a spreadsheet.
Edit>Location now allows Locations to be marked as
Historic so past shifts are retained but new shifts can't be
New Include Historical Staff option in Tools>Reports>select
[Multiple Employees]>[Options] so that shift reports of just specific
Historical Status employees may be generated
without changing the employee back to Active.
Web View 4.3.05 improvements:
- Shift Information now shows for schedulers the shift
creation date and by whom plus, if a change has been made, its when,
by whom and prior employee/location.
- Forgot your password screen's text has been improved.
- New control in Options to flag shifts that have been
changed Today or since Yesterday with a ^. Please
email any other duration that would be useful.
Web View 4.3.04 improvements:
- Have the latest library or a department's schedule always available on
a computer monitor, tablet or even a browser enabled TV. The new stale=##
parameter automatically greys out the schedule after the specified # of
minutes. People just press [Enter] or click/tap the new [Refresh]
button and the display immediately refreshes.
- New Revise link at the top of all displays. Click to scroll down
to the format menus.
Edit>Staff now automatically tracks the who and
when of the last change to each employee record. These fields display
in the rightmost columns of the table. Likewise
Edit>Resources does this for each resource.
Making a location's shifts viewable for a new period is now even
easier because updating the maximum view date for a location's
shifts is now more accessible:
- Users with Scheduler (No Edit>Staff) rights may now use
- Web Update now supports Schedulers revising the maximum date
via a new [Update] button in the Tools>Locations
Tools>Web Services>[Options] now has a tick option for
suppressing Guest Access (i.e. to force use of personal
Web View: Forgot your Password changes:
- Its instructions and button label have been clarified.
- The email with the change password link may now be
configured to use your O365/Exchange server (rather than the
default SendGrid service).
Tools>Reports now supports concept date periods of
a day 3 days through 6 days hence plus 2 months and
3 months hence. These reduce the need
for entering Custom Date Ranges.
Web View's [Help] now includes a tips section on using mobile
devices including how to setup one click access to Schedule3W.
Multiple Database Systems can now do each stage of upgrading
all databases with one command. This Multi Database
processing also supports doing Help>About on all databases in one
step. This provides the framework for adding additional functionality
that processes all databases using one command (e.g. a data extract).
Tools>Reports now supports concept date periods of a
week 2 weeks through 5 weeks hence plus This and
Last Calendar Year. These reduce the need
for entering Custom Date Ranges.
Database view: Employee x Location Hours may now be resorted by
clicking its column headers.
The Convert Database or an Employee to Two Level Scheduling module has
been enhanced. For information on the benefits
of 2 level scheduling or for a test conversion, contact Schedule3W Support.
New how-to tip on easily reviewing who is close to
exceeding a maximum hours allowed in the year. Email support
for a copy.
Web View 4.3.00 improvements:
- Tools>Location, when invoked by a Scheduler, now includes a
reminder that the min/max view dates are only applied to those
without scheduling rights.
- New [Me] button displays your schedule for today. In [Options]
you may tailor the display format, # of days and whether the [Me] display is
automatically shown on login. [Me] leaves your current filters
When the Website Password is set to NoGlobalPwd,
Web login no longer accepts that password and no longer mentions
Guest access. Before implementing, encourage
staff to setup a personal password via the Forgot your
password link and start logging in personally.
Edit>Staff now warns if a scheduler is added who is
not in the Employee Group, if any, controlling access to Web
Update for Schedulers.
Web Update's Add form has been further tweaked for small
Web View, when you're in a different time zone, now
consistently displays shifts using the library's time zone.
Edit>Staff>[Password] now includes a Show new Password in
plain text option.
Web View 4.2.21 improvements:
- The layout of Location Graph Displays on small screens
has been improved.
- Location Graph Displays, on iOS devices (e.g. iPhone),
now have a [Scroll?] link to a vertical scrolling tip.
The advance and backup buttons in Web View have been expanded.
There is now always a "by Week" choice and, depending on context,
either a "by Day" or "by Screen" choice.
When a scheduler first opens an upgraded Schedule3W, they receive
a notice with a link to the change summary.
Automatic New Month Open/Rollover no longer occasionally
leaves Web View locked for maintenance.
Web Update's Add shift now supports scheduling multiple
employees at one time via new [x] Multiple checkbox when
This day only is selected.
Tools>Maintenance>Show>[Installs] supports specifying an override
email method for specific computers.
V5.3 June 2019
New Month Open/Rollover is now automatically done for sites
using Schedule3W's Web View.
[+Shift] on the Web Add Shift Confirmation screen
now allows all fields to be modified.
Tools>Shifts>Empty is now available even if AutoSched
is not used.
Using just one level scheduling? The new Convert to Two
Level tool allows single level databases to be inexpensively
converted to 2 levels. For information on the benefits
of 2 level scheduling, contact Schedule3W Support.
Tools>Maintenance>Delete tab now shows the date of the
Database View: Location Information report now has the option
to include counts of past and future shifts.
Edit>Staff>Scheduler tab now supports setting specific schedulers
as only scheduling in the Web interface.
Schedule3W now reopens in Location by Week if it was open
when the user last closed Schedule3W. In addition, any Location by Week
location select is preserved across sessions.
Web 4.2.15 improves support for the [+] (add shift) button in
Location graph displays.
Web Update for Schedulers 4.2.14 improvements:
- The Employee x Time and Days x
Time for an Employee displays now automatically include a [+]
after the Employee name. This allowed the Show [+] option to
be removed. The [+] opens the Add shift screen for that
employee and date.
- The Location x Time and Days x Time for a Location displays
now also show schedulers this [+] button.
- Shift notes may now be updated.
Web View 4.2.14 improvements:
- The Shift Display screen now includes calendar buttons
beside the employee and location names. Clicking displays that
work week for the employee or location.
- Printed displays now automatically suppress menus and buttons.
Web 4.2.13 improvements:
- [Help] now starts with Quick Links to each
- [+Shift] now defaults to the date of any single date
display being viewed.
- The confirmation screen of more update modes now
supports invoking additional updates to that shift.
- Support for Remember my name, when username or
abbreviation format is used, has been restored.
Saving or invoking a favorite report with hardwired custom dates now
shows a hint to use a concept date (e.g. This week).
Web 4.2.12 improvements:
- Displays of the schedule for one employee, done by schedulers, now
automatically show total working hours over that period.
- Changes made to ongoing shifts no longer default to This Day
Only to ensure user makes an explicit choice.
- New images are provided for saving predefined displays on
your mobile device home screen.
- [Help] now documents that urls can be saved with a specific end
date (e.g. len=30-Apr) in addition to # of days. Great for
predefined rest of term displays.
- The [Tools]>Location Information now places min and max
dates in separate columns.
Web 4.2.11 improvements:
- The Choose screen buttons and menus have been
tweaked to improve the layout on smartphones and tablets.
- The [Set Defaults] button has been moved into the
Options area beside the [Show Defaults] button.
Switching to a Test/Train database via Tools>Options no
longer needs to update the user's registry.
Web 4.2.10 improvements:
- New shortcut to display the Workweek for an employee or
a location: simply click the employee name (i.e. row label) in
Employees by Time or location name in Location by Time bar graph
- The confirmation screen for adds and updates now has a
[Close&Refresh] button to cause the below display to be
immediately refreshed to reflect the change(s).
Location x Day screen's area below the last employee is now
labelled as Pick Employees as a reminder of its use for
scheduling meetings, entering public holiday time, etc.
Who's working by time period reports now sub-sort employees in
a time period (i.e. cell) by
their name within the existing shift start-time sort.
Employee x Week report no longer occasionally shows one
employee out of sequence when name format isn't Last, First.
Two new recurring frequencies are supported (nth weekday
of month for every 2nd and 3rd month) once 5.2.10 is
Tools>Activated (e.g. 1st Monday of every 2nd month).
Reports generated on Train/Test databases now automatically
include Train/Test in the report title.
Split Shift, when not deleting part of the shift, now supports
Web 4.2.9 improvements:
- The confirmation screen for changes to an employee's working
hours now displays total hours
(that week or that pay period) and how that varies from the
employee's standard hours.
- Options: now includes a control to suppress the default
filter of only including service point shifts for Schedule the
Assign employees if the employee is working in one of the
selected working locations.
The Available Staff popup screen, for Service Point locations,
now includes for each employee the following for the day being
scheduled: Duration Working, On Desk and Unassigned
Edit>Employee Group now includes an [Info] button
that displays the member details of the currently highlighted Employee Group.
In Tools>Reports, Database View: Location Information has replaced the
Location Information report.
Login and Password change screens in desktop and
Web modules now warn if Caps Lock is on.
Web 4.2.8 now allows schedulers to view the full
range of dates.
Office 365 Web is now supported for email. Available in
Tools>Options>Settings (once 5.2.08 has been activated as the
minimum version) and immediately in the Web 4.2.7 Options menu.
AutoSched 2.1.16 now auto aligns the first shift of a
period to fill to end on the hour and supports locations with
a default shift duration of one hour being splitable if longer.
Web 4.2.6 improvements:
- Authentication by IP# now supports auto login to
the Guest account.
- The new Wall Calendar displays: Weeks
for Locations and Weeks for Employees are now
faster (e.g. 25% in Chrome and 10% in IE11).
- The [Help] sections relating to Away Requests have been clarified.
New Tools>Maintenance>Solo option to schedule solo access to
the database to perform maintenance tasks and automatically
remind/logout other users. Available once
5.2.06+ is activated as the "Minimum Schedule3W version for your
New [Copy for GPO] button in
Tools>Maintenance>Show>[Installs] provides the list of
system names for setting up a Group Policy to automatically
upgrade those PCs to a new Schedule3W version. See download page for
Web 4.2.5 improvements:
- [Who's away] and any subsequent [Request away]
are once again buttons rather than Display menu entries.
- The Employee x Time bar graph display now supports sorting Employees
by their Working Location sub sorted by PIC rank.
- To allow date range to be entered first, the end date
menu always shows. It has a grey background if the currently
selected display is for only one day.
- Clicking My away requests in the display menu now
immediately displays the user’s away requests ending today or
later with a [Show all] button to include past ones.
Web 4.2.4 adds:
- Two new Wall Calendar displays: Weeks
for Locations and Weeks for Employees.
- The Employee x Time bar graph display now supports sorting Employees
by their Working Location.
- Displays are typically 20% faster.
SMS (aka Text Message) module has improved error reporting.
Two improvements for sites that host multiple Schedule3W databases:
- The database switching menu (i.e. DBMenu.txt) now defaults
to the last database opened.
- The Login User Menu now defaults across multiple
databases when a consistent abbreviation was used.
Tools>Shifts>Shorten Day now supports the current plus next 4
months (rather than just next 90 days).
Edit>Location right click Advanced>Change location for
shift now supports doing so Only if working in a specified
Database View: Shifts report now supports the [AdvSel] button's
Only if working in filter condition and that filter now runs
twice as fast.
Edit>Staff>[Schedule] button now always opens Employee x
Week at the start of this calendar week.
Now, in addition to drawing a new shift, you can double click to create
one. Start time automatically uses the nearest half hour and duration is
the default specified in Edit>Location.
V5.2 July 2018
Web 4.1.2 adds:
- Ongoing and Until recurring sets may now be
added and modified.
- Now employees can be restricted to only viewing their own
schedule or those of an employee group in Edit>Staff.
The Staffing Level blue/red bar no longer shows when an
employee select is active or in Location x Day
Edit>Away>[Process] now opens with the most common choice
("Hours Scheduled") preticked.
Tools>Maintenance>Test>[Disk Speed] now includes 3 additional
The minimum number of locations in a Location Group is now 1 (rather
To help sites with multiple databases, you may now enter new
licenses without logging in by using ChangeLic as the
Web 4.1.1 now supports sorting Employees in the Employee x
Time bar graph display by Start time.
Web 4.1 adds two new location focused bar graph displays:
- Locations x Time.
- Days x Time for a Location.
Edit>Staff and Employee x Week's Select>Employee now, by
default, show only the employees in any active Employee Select.
Select Multiple Employees, when invoked from [Emp/Loc],
now allows employees to be selected by their current Assignment
Group value. This simplifies a setup step for AutoSched.
Employee/Location Scheduling Grids, if opened from Location x Week,
now always return to it with its original selected Locations.
Staffing Level entry now supports both backspace and delete
The HTTPS configuration option now supports Intermediate
Help>About Schedule3W now has a [Licensee..] button for
updating the License Contact name, email and/or phone.
Location x Week, when showing only one location, once again
suppresses Location name from the bars.
Employee/Location Scheduling Grids, when showing more than a
week, now shade the column header of the starting day of
your work week as light blue.
Sites with a Citrix/RDS server plus additional systems will
no longer encounter an occasional false Currently Logged In
When a large organization has multiple web servers on one system, the
Port# now shows on the login screen if that database doesn't have a
login label set.
Hosted Schedule3W desktop now uses 8 hours as the maximum
setting for idle Schedule3W automatic close.
Any start-up Database Selection Menu (DBMenu.txt) screen now
shows in task bar.
Select Location screen now gives the user control
of whether it auto opens when switching to the Location x Week
screen and provides a link to Select>Multiple Locations.
Web 4.0.27 upgrades:
- Logins to a Hosted Web site now show when that database was
last sync'd with the master database.
- IE 11 no longer generates incorrect missing
location message in some shift updates.
- Recently broken Reset Password link has been corrected.
Web 4.0.25 upgrades:
- Advanced mode has a new interface for selecting
- Moves and Adds now enforce any date range to which the
Scheduler is restricted.
- The Shift Information screen's shift frequency now
supports Monthly on 5th dayofweek and Monthly on last
Employee Analysis screen (available from Edit>Staff and
Edit>Away Requests) is faster.
Database Administer Rights have been improved:
- Only employees with Schedule3W Rights set to DB Admin
may add or delete a DB Admin.
- Specific Schedulers can be given the ability to activate DB
Admin rights for the rest of their session.
- Clicking [Delete] for a DB Admin shows a confirmation
screen with the first line of employee notes.
Tools>Maintenance>Show>[Logged IN] has a cleaner display of
logged in users for sites with a Citrix/RDS server and other
Switching from Location by Day, while displaying a day in the
current work week, to a by Week or
Grid display now opens starting at the beginning of your work
week (as always done for future dates). If you wish to retain the old
approach, please contact us.
Tools>Reports>[AdvSelect] now allows reports to be generated
containing only shifts containing specified text in their external
Log files are now generated to your Schedule3W\Logs folder
in your Documents folder (rather than to %temp%).
Likewise .CSV files and [PDF] button files are now generated to your
The Edit>Staff right-click menu is now available regardless of
how Edit>Staff was invoked.
Web 4.0.23 new features:
- Schedulers are always allowed to view up to two years in the
past through the maximum open date.
- Restored support for two Ciphers: DHE-RSA-AES256-SHA and
DHE-RSA-AES128-SHA, to maintain compatibility with Firefox (tested
with 52.5.2 ESR and 57.0.2).
AutoSched 2.1.15 now supports employees being set to try to
keep on-desk shifts separate in the Edit>Staff>AutoSched Tab.
The Location Select for Location by Week is now independent of the
Location Select for Location by Day and
Employee/Location Scheduling Grids. That simplifies switching
between viewing one location for a week and all your locations in
Location by Day, ESG or LSG.
The [Info] button, when a Location Group is selected, now
also shows for each member location: abbreviation and SubType plus, if
AutoSched active, Scheduling Priority. The Edit
Location Group screen now includes an [Info] button.
The [Group] button on the Select Multiple Locations and
Employees screens now allows multiple groups to be picked at
New Database View Hours worked: time by location report shows
summary of time worked by hour of day in selected locations by selected
Web 4.0.22 simplifies entering Away requests
using the menu (added in 5.1.06).
New Tools>Shifts>Shorten Day to delete the portion of shifts
after a specified time on a specific day (e.g. New Year's Eve) to
reflect that close early days are now kept as workdays
rather than holidays. We recommend that any existing part
holidays be changed back to a working day.
Staffing Levels may now be invoked directly from Edit>Location.
Web 4.0.20 new features:
- Advanced mode is now automatically forced if needed by
already saved URLs or by a user's default display.
- Location names containing apostrophes (aka single quotes) are
- Support for picking a date on a cell phone held vertically has
- Shifts in sick/vacation locations now show separately for
schedulers even when sick/vacation are normally grouped under a common label
in Web View.
- Moving a shift to a different date/time now correctly works.
AutoSched 2.1.13 new features:
- Edit>Staff now supports new controls per employee for:
- Minimum time/day to keep open so you can designate
that ideally specific people should have blocks of time not auto
- Prefer on-desk hours/day max to spread total on-desk
- New [Status] button that displays stats on the run in progress.
Suggestion: request a large number of iterations, periodically
press [Status] and, when the results stop improving, press [Stop].
AutoSched now supports locations being set
as Splitable in Edit>Location>AutoSched Tab
(i.e. if no one is available for a standard 2
hour shift, it automatically tries to fill two 1 hour shifts).
Schedule3W desktop now opens about 20% faster.
Expanded considerations reminder now shows for
Partially Closed Holidays.
New Tools>Shifts>Show Empty generates a listing of all periods
in which a location's schedule is below its Staffing Level (for the
designated locations/time period).
New AutoSched features:
- The Edit>Location menu for Keep multiple separate
now supports a Must setting.
- The Delete auto scheduled Lunches mode now allows you to
designate that only lunches of people working in a specific
location should be deleted.
- New Location AutoSched Priority of 10, 11 & 12 added to
allow people to be auto scheduled into locations like Research
Time, when possible, without impacting scoring.
- The Zip file created by Help>Email Support now includes copies
of the last AutoSched parameter and results files.
- The Tools>AutoSched menu for Return best schedule of
now supports 10000, 15000 and 20000 choices.
Web 4.0.18 now defaults to simplified text box lookup of
employees and locations (and/or their groups). Just type a few
characters and matching entries show (e.g. B Sm matches
Bill Smith and Barb Smart). Tick Advanced mode
for the previous multi-tick interface. The version # of the
web module is now included in the login welcome message and in the
The [Staffing] button now supports a [PDF] option so the report
can stay open while adjustments are made to the schedule. It also allows
the desired location group to be specified (rather than always using
the scheduling screen's location select).
Employee QuickView menu name now reads Employee x
Week QuickView. QuickView is a great way to view an employee's
week in a popup while staying in the current scheduling screen.
Web Module now deactivates Web Update for users without
a Personal Password and shows the version # in the login welcome
and at the start of the Help page.
AutoSched now supports designating locations
to schedule using a Location Group and remembers each
user's last picked group across sessions.
AutoSched Generating Screen has a new [Stop] button for early
termination and now exports a list of unfilled shifts.
Delete Shift now supports deleting all of an employee's shifts
for a specific day of week.
Staffing Level Week Templates will now automatically show in
hour, half hour or 15 min periods based on when
number of staff change.
The Web Server HTTPS option no longer permits TLSv1.0, TLSv1.1 and
SHA1 connections as their security is so weak. Therefore HTTPS
requires a minimum of Windows Server 2008r2.
Employee names containing apostrophes (aka single quotes) are
AutoSched now supports new employee controls of
Maximum hours of on-desk time per day and per week.
Web View has following improvements:
- A simple drop-down menu replaces multiple radio and macro
buttons for a cleaner/clearer interface.
- Now button has been expanded to a time menu to supported
filtered displays by any hour of the day.
- New Working Employee Skills table display.
Tools>Staffing Levels now shows the Week Template times
in am/pm, rather than 24hr, format.
Recurring Screen now supports new monthly frequencies of:
- Monthly on 5th 'dow' (i.e. day of week)'.
- Last 'dow' in month (e.g. last Tue of month).
- nth 'dow' after 1st 'base dow' (e.g. 3rd Tue > 1st Sat of
month). Tools>Options>Settings controls for which days, if any,
after 1st is offered (Sat is on by default).
[Emp/Loc] Assignment Group now defaults to label of
Manual (rather than Undefined).
V5.1 May 2017
New AutoSched module for automatically scheduling (aka
filling) designated service points from working employees.
Contact support@schedule3W.com for details on trying this new
Start-up Wizard no longer has an occasional error 91.
Web Update now supports a [+Shift] button on the Add
Confirmation screen so additional shifts can be added by simply
changing the applicable field of the last shift.
Web Update now supports Shift Move and Shift Split
(with optional Delete/Replace Period ... great for partial day
Web View now shows the Duty Shifts at bottom of the Bar
Graph displays as live links to expanded shift displays (which in
turn provide [Update] access).
Web Update now provides a search box approach for picking an
employee (faster and easier to use than the prior drop down menu).
Help>E-mail Support now offers to create a depersonalized
zip of the database for sending to Schedule3W (i.e. only employee abbreviation
is retained in employee table).
Database View: Shifts now supports generating Primepoint Payroll
Web Update [+Shift] screen now includes an [Available] button
in Location First mode and changing screen's start time now
automatically changes end time to maintain the duration.
Edit>Staff>[New] now offers to clone the existing employee's
[Emp/Loc] Assignment Groups in addition to Ratings.
Web Update demo mode now flags the names of demo
group members in Employee by displays to simplify access.
Improved Visual cues make it clearer that one is working
in the current week or in the future (e.g. Location by Day
screen is now light green for today, bolder week#, etc.).
The [+Shift] screen in Web Update for Schedulers now
offers a choice between an Employee or a Location focus.
Improvements made to Sign In/Out module:
- The In/Out menu, when viewing the Approve screen, now
has an Exit Approve Screen choice which switches to Location x
Day for today.
- Missed sign outs are automatically recorded for the end of that day.
- The Approve screen has improved support for
- The Approve screen is faster and uses a fixed row height regardless
of whether one location is selected or duties were shown.
Edit>Away Requests>[Process] button now better supports away
requests for Service Point locations and for single level
databases. An occasional issue with part day vacations shortening
any duty location shift has been corrected.
Web Update for Schedulers module now includes:
- Tick option to have a change notice email automatically
open (just like the desktop client does).
- An Available Employee button in the Change Employee screen.
- Some small look/feel changes.
Web Update now supports changing shift Start/End Times.
V5.0 January 2017
Two new Web Update modules for adding/changing shifts in a Web
browser. Cell phones and tablets supported! Contact us for details, pricing and how
to trial. More webification of desktop scheduling functionality
coming soon (prioritized based on user feedback).
- Web Update for Schedulers allows Schedulers
to Add, Delete and Change Employee/Location of a
- Web Update for Employees allows designated employees to
update their own shifts in designated locations within a specified
date range. For instance some employees could be given permission
to schedule their own Meeting shifts and part-timers
Unavailable to work periods.
Edit>Away Request>[Process] now supports entering a note to be
added to all the created shifts.
New [Copy PDF] button in Tools>Reports reduces the
steps to Paste a copy of a report/schedule elsewhere (e.g.
when moving from a cloud server)
Edit>Away Request>[Email] now automatically includes, in the
email that opens, any Away Request external note.
Web View now gives a friendly message if you click
a shift that was deleted after the display was generated.
New Tools>Reports>Format Tab>[Advanced] button option to generate
Just CSV output for Who's and Where working
reports in less steps and without Crystal's 255 character limit per
The Recurring Screen of Change Employee now provides separate
controls for whether to EMail/Text the prior and/or new employee.
New Month Open/Rollover now automatically removes the Install
record of any Schedule3W not used for 12 months (use Tools > Maintenance > Show
Tab > [Installs] to view or cleanup sooner).
Fast Entry screen now preserves any tailored shift times when
a Location is selected.
Users that can't grant registry update permission
may now create a DBMenu.txt file to allow switching between
the production, test and/or training databases (or as a friendly way
to switch between multiple production databases).
New Web View 3.8.13 now supports Login by entering
Username (activate in Tools>Web>[Options]) and a Forgot
my password link for set/resetting the employee's personal password.
Who’s working: Month by Location report now provides option to
intermix locations in a single calendar. Good for smaller
libraries showing who's working by date.
Tools>Report>[PDF] button now uses the report title as the
filename (and default for any Save As).
Report Database View: Shifts now includes additional Employee
fields of Type, Home Location and Employee# to
help those doing analysis in a spreadsheet or providing backup for
payroll. Also the Type of Location field now shows more detail and the
several ID fields now use the more compact abbreviation form.
New Web View 3.8.11 only enables special rights in
My Schedule3W mode if the Scheduler has a personal password.
New Web View 3.8.9 supports the new Less Employees control
of Edit>Employee Group.
The Multiple Webs on One Server option has some message text
New Less Employees control enables defining an Employee
Group as those in specified Home Locations (optionally with
specified Employee Types) less a specific list of
New Hosted Web View option supports having just your Web
hosted on a Schedule3W (or other) cloud server outside your network.
This provides employees external web access for sites whose firewall policy
prevents access to the internal web server.
The last showing shift of an on-going set (e.g. 13 months in future) now
supports This day only changes.
Location by Day right-click Display>Sort by>Working *
formats, when an employee select is active, now only shows employees,
with a home location not in the location filter, if they are working
in one of selected Working (assignable to Service Points
locations (i.e. substitutes only show if working that day in your
New Web View 3.8.3 features:
- Web View's iCal Help page has been updated to better
highlight the number of days to be auto sync'd and the URL to
- Logins now ignores any leading/trailing blanks.
Web View's iCal Help page has been updated to better highlight
the number of days to be auto sync'd and the URL to copy.
The Staffing Level bar (at the bottom of Location by
Week/Day screens when only one location is selected) now reflects
the difference between actual and desired when first opened and after
Select>Location (in addition to after Select>Multiple
Edit>Location> right-click Advanced>Delete Shifts for a Working
assignable to service points location now correctly deletes
associated Service Point shifts.
New [PDF] button in Tools>Reports and
generates a PDF with one click and saves even more steps for sites using
a web based e-mail package. It also simplifies keeping a report open
while making updates.
Edit>Away>[Process] now also automatically enters the
requested location (e.g. Vacation) in place of Service
Point shifts of staff with Scheduling Approach of
Web View now automatically resizes Table displays when a
mobile device is changed between portrait and landscape mode.
New Web View 3.8.0 features:
- The URL for displays may now be directly saved to desktop or
favorites (i.e. no more link below the display in current browsers)
- Ruby is now at version 2.2.4
Dates down the side of the by week screens are now larger and
their right-click menu now repeats that date.
Help>E-mail Support menu now opens a how-to screen
rather than a draft e-mail.
New SMS/Text Msg option is now available. Inexpensive!
Try the interface by turning on in Tools>Options>Settings Tab.
Contact support for more information and pricing.
Web View is now small screen aware and reformats
displays and menus to provide an improved cell phone / mobile device experience.
In Edit>Staff the Schedule3W Rights choice of
Own Avail + All Locs has been relabeled Own for locs in Sch tab
to clarify that the Location Group specified on this employee's
Scheduler Tab controls the locations this employee may
self schedule. Also the Own Avail + designated locations
choice is no longer offered as Own for locs in Sch tab
is a superior approach.
Tools>Reports>Custom Date now automatically updates
End date if less than current Start Date value.
Tools>Send Group msg>E-mails now only shows employees in any
active employee select.
The screen of Message Box e-mail mode now only stays on top of
Schedule3W, rather than all, screens.
The "Use Employee Bar color setting when only one location in filter"
setting of Location by Week is now preserved across sessions.
Edit>Staff, when adding a new employee with Scheduler Rights,
no longer generates Error 381 when E-mail Invokes isn't set.
Clicks on the bottom border of Employee Scheduling Grid are
now ignored (rather than being processed for the last employee).
Tools>Group Send Msg now offers to automatically open the On
Screen pick screen for fast e-mailing people working at a
New Web View 3.6.12 provides expanded logging.
New Web View 3.6.11 provides:
- Away Requests, once 4.8.18+ has been activated as minimum
program version, support new Tools>Web Services>[Options]
setting to allow user to e-mail the away request in addition to
posting it to the pending list in the database.
- [E-mail] button now utilizes the GMail and
Message Box setting in Tools>Options>Settings and
Edit>Staff>Scheduler Tabs plus supports a new Email
invokes browser/computer level setting in the [Options] area
of the web display screen.
- The Web's maximum date to show shifts per location (for employees
without scheduling rights) now immediately reflects changes entered in
Tools>Web Services>Options (or Edit>Data Range).
Edit>Staff now allows you to record that an employee's
Cell phone# may be used for SMS/Text messages.
You may now set your database to prompt whether a
compact/optimization should be done when your database has grown a
lot (rather than it just being automatically done). Contact Support
The Edit>Away Request>[Process] button will now add requests
for Service Points for a specific date/time.
New month open/rollover now keeps the web closed for the whole
Select>Multiple Employees now highlights whether the buttons
reset or filter the currently selected employees.
Select>Multiple employees>[On Screen] button now allows you to
easily select only people working now or at a specific time.
Sample use: sending an e-mail about a fire alarm test to just those who will
be working at noon tomorrow.
New Web View 3.6.8 provides:
- Away Requests Screen now offers the locations in the
separate Location Group for requests (rather than the location
group used by [Who's Away] button).
- [Who's Away] button now shows Guest users the same
locations as logged in users (a group you control, rather than a fixed
Additional Hint screens have been added to highlight when a new
install/upgrade is likely not pointed at your production database
(i.e. the database with your license) to simplify switching to the
New Part Day Holiday option in Tools>Holidays. It
removes only the shifts and ends of shifts after a specified time
(rather than deleting all shifts). Great for those that close early on
New Year's Eve.
Database View: Employee x Location, when exported to a CSV,
now includes the report's date range as the last column to
assist power users combining multiple runs.
Edit>Away Requests, once 4.8.13+ has been activated as the
minimum version, now includes an additional status of 1st level
ok'd to support tracking two level approvals.
GMail is now supported by the [E-Mail] buttons if
selected for the database in Tools > Options > Settings or for
the scheduler in Edit > Staff > Scheduler Tab. Available once
4.8.12 is activated as the "Minimum Schedule3W version for your
New month open/rollover now
automatically asks permission to raise "Minimum Schedule3W version for your
database" (i.e. do a Tools > Activate) if lowest version
of Schedule3W run in the last 90 days is higher than the current
minimum. This activates new features that require a minimum.
New features of Change History:
- New Changes by me shows all changes made on specified
date by the current scheduler.
- New Until column in History Display shows the
period to which the change applies.
- Employee/Location Scheduling Grids now provide
right-click access to History of the Employee or Location
for the cell's date.
- A Change Log entry is now generated for Change
Location when This day only.
- The right-click menu entry is now History rather than
Tools>Maintenance>Show tab > [Users] button display now
opens sorted by last login and includes Historical users
for 3 months after their last use.
If Schedule3W was installed pointing at an old
database (instead of the production) there is a new message
simplifying invoking Browse (rather than
displaying the registration screen).
The option to restrict a scheduler to scheduling within a specific
Date Range now automatically applies a maximum Until to
ongoing modifications. Great for restricting someone to just
entering today's last minute changes.
Edit>Date Range allows 6 days in future to be
specified as the maximum (once 4.8.08 activated as version minimum).
New Database View: Employee Information report has been added
for exporting phone/e-mail for a designated group of employees.
Tools>Maintenance>Show tab has a new [Users] button that
shows the last login date/time and system for each user.
Tools>Reports screen has been tweaked to handle font
size set to 125%.
Recurring Screen, when its Until calendar date is less
than a second occurrence, now offers to create the shift as This Day
Tools>Options>Settings tab now supports a Login Screen Label
field. Main use is for sites with multiple databases to show the
database name on the login screen.
Edit>Staff>[Analysis] button>[E-Mail] button has been changed
to bring up a tips screen on using the report’s export option. This
was done because automatically sent email no longer works for many people (e.g.
those using web mail) and, for those that it does, there are two inconvenient
Deny/Allow message screens. Contact us if you miss the old
Changes made in Edit>Staff>Scheduler Tab for another scheduler,
while that Scheduler is logged in, are now saved and will apply to
the next login.
Edit>Away>[Process] for Part Day requests now warns if
the employee isn't working for that full time.
To prepare for a future feature, Tools>Holidays now has an
Edit/View submenu and Edit checks no one else is using
Edit>Away>Part Day requests for a Saturday/Sunday now use the
requested location (rather than unavailable).
Edit>Away has been improved as follows:
- The Days Scheduled Working mode has been changed to
Hours Scheduled Working to handle people who work non-standard
- The email generated by the [EMail] button now includes the current
status and its format has been improved for part day requests.
- Processing a part day request, for a time period in which the
employee is not working, no longer generates an error 5.
- The Edit>Staff>Scheduler Tab now allows this scheduler
to be excluded from Employee Group that shows when
this scheduler clicks Edit>Away Requests. Saves setting up a
custom Employee Group.
The message generated to show who else is using Schedule3W, by the few
operations that require exclusive access to the database, now
includes the current user name as well as the workstation name.
To help IT supporting multiple databases it is now faster to switch
between databases: entering as the password changedb
opens a Browse screen (i.e. saves the login step) and
Schedule3W now automatically reopens at the login screen of
the selected database.
The Staffing Button of Location by Day/Week
now supports showing only locations matching your choice of
Working, Service Point (on desk) and/or Duty subtypes.
V4.8 July 2015
The employee PIC Rank may now be used as a Sort By in
the Location by Day screen and in the Where Working: Employee x
Edit>Location now has a More Info button to
provide a one click equivalent of right-click > Location
Information (great way to see a count of past/future shifts).
Edit>Away>[Options] screen can now be opened by schedulers
on a display only basis.
The For Upgrade Planning Screen now allows deletes of past
Installs (saves invoking Tools > Maintenance > Show Tab >
[Installs] as a later step).
The Login screen now displays the database organization name
as a help for IT supporting multiple databases.
Location by Day screen is now immediately resorted when
Display Options > Sort By > Name Format is changed.
Several small issues in the Employee by Week screen
with using Quick Screen Switch (QSS) buttons have been
Tools>Maintenance>Compact has been restored as per before
The Pick Location screen now automatically includes the name
of the current employee in the screen header.
The Recurring Screen now highlights to a greater extent when one is
adding/editing a public holiday shift.
The Service Points Over message from Delete or
Shortening start/end now include details of the first service
point and a tip re the [Future] button.
Edit>Location now allows a new service point location to be created
with an Only if working in location set (previously this could
only be set after the service point was created).
Where working: Employee by * days reports now sort employees
using the selected name format.
Database View: Employee x Location and Employee Hours
Proof summary reports now automatically
include any shifts for historical employees.
New for organizations with multiple Schedule3W databases:
optional feature to host multiple Schedule3 Web Servers on a
New option to open a message box instead of an e-mail for sites with
PCs that don't support the mailto: standard invocation
(e.g. only have Web mail). Use the new Tools>Options>Setting Tab
to activate this option so users can easily copy message text into their Web mail.
New Web View overview/training PowerPoint. Contact
support for a copy.
Employee by Week now also displays the employee name at the bottom
of the screen.
Bar Scheduling Screens open about 20% faster.
Select>Employee/Resource Group's automatic filtering, when
scheduling resources (e.g. equipment, rooms, etc.),
has been improved.
The option to delete employees, disabled in 4.7.19, has been restored.
Overview of how easy it is to upgrade Schedule3W
using a command line approach has been updated (see link on download
In summary, a site with multiple installs can just download the MSI
to a networked folder and then, on each PC, click Windows Icon,
paste the following (with s:\s3wdata replaced with the path
to the MSI's network folder)
into the Search programs and files box and press [enter]:
- msiexec /i "s:\s3wdata\Schedule3W_Setup_4726.msi" /qb /l*v
Corrected a recently introduced Location by Day Sort by issue
when Employee Group is changed.
Dragging a shift, with
lots of prior occurrences, is now faster.
Employee Scheduling Grid and Location by Day Screen now
automatically display the applicable label when sorted by Home
location or by Type.
Saved Web URLs may now specify a custom screen/tab title using
the new title= parameter.
Employee by Week now has a faster refresh.
Location by Day is now faster at switching to different day.
The authentication using LDAP option now allows
schedulers to log into Schedule3W desktop using their
domain/network password. Contact Support for details.
Web 3.5.12 has improved the readability of the Bar Graph
formats by supporting the foreground (i.e. text) color
specified for a location, increasing default font size and using
a lighter blue for the background of row and column labels.
Multi-concurrent user systems now correctly show who is
logged in. If you have Schedule3W installed on a Citrix
or MS Terminal Server system, designate that computer as Multi-concurrent user
in Tools>Maintenance>Show Tab>Installs Button.
New Shift Change Log automatically tracks shift deletes and
changes to shift employee, location and time. For details on the Change
Log and how to view, click Help>Index and enter Change
The Shift tool tip now shows the full external note (rather
than just the first 20 characters).
Web 3.5.9 provides a more robust automatic recovery from being
disconnected from the server hosting the Schedule3W data files.
Tools>Maintenance>Test tab>[Db Structure] button now
automatically reports if the database is missing any indexes that are
important for performance.
Version 4.3.15, from August 2011, is now the oldest version of
Schedule3W allowed to open the database. To check if your site is using
earlier versions: click Tools>Maintenance>Show Tab>Installs Button.
New extra cost option available to delete a week and shift back
the schedule. This allows organizations with a 2 or 4 week
rotation to vary who works holiday weekends. Contact support for
Web View's Help screen now automatically includes
expanded technical information when invoked by users
with Scheduling rights.
Testing/Training databases now check just users
accessing that copy to determine if operations that require exclusive
database access (e.g. Tools>Activate) can proceed.
New Web View 3.5.7 features:
- New reset icons beside the Employee and Location select
menus so either may be restored to your default with one click.
- Newly added to the Tools area at bottom of screen is a
[Show defaults] button that displays your current defaults and
provides a clear option.
- Part day Away Requests now work for databases that
schedule later than 11pm.
- Important: If upgrading Schedule3W on the Web Server
from before version 4.7.11, do the extra one-time step
detailed on the download page.
Report Database View: Shifts now includes two additional
columns for recurring shifts (i.e. Sets): frequency and
New Web View 3.5.3 features:
- New inexpensive LDAP/HTTPS option allows staff to log
into Schedule3W Web using their domain/network username and password.
Contact Support for details.
- New Tools area at bottom of screen. First tool added
is a Location Information table that shows the min/max date
range and any notes for each location.
- Help has been tweaked.
- Spacing and wrapping in drop down menus has been improved.
Bookings may now be changed to a different resource (e.g. change
the room) by either right-click>Change Resource or by
dragging. Likewise now shifts for any type of location may be
changed from one Assign Directly employee to another.
Time Period reports now support Advanced Shift
Selects (i.e. [AdvSelect] button).
Help now includes the tip that Time Period reports will
automatically exclude shifts completely outside the defined time
periods. This simplifies printing/e-mailing Evening Schedules.
Schedulers restricted to just specific locations now may be
given rights to Edit>Staff and related modules (previously
they automatically were processed as Scheduler (No
Two recently introduced issues, Web View showing some html
and Away Request's [Process] button leaving some service points,
have been corrected.
Web Server upgrade instructions now include an extra step for
sites upgrading from before 4.7.11.
Tools>Web Services screen now has a new External button
for optionally entering the URL that must be used outside the LAN.
This is needed by sites with Schedule3W installed outside the LAN.
Web View Employee and Location menu entries for groups now
have self-documenting labels (e.g. Emp Group, Home
Loc) rather than just a plus (+) sign.
Operations that process both the Working shift and covering
Service Points are now approximately 10% faster.
Edit>Location>Advanced>Change Location now supports doing
the change just for shifts of selected employees.
Live Internet Calendar transactions now include the first
line of any notes in the Summary field so it shows in user's
personal calendar (e.g. Outlook) without opening the appointment.
Infrequent race condition between New month
rollover/open and Web View, that locked the database for
some sites, has been eliminated.
Location Notes now display in Shift Information as a
tool tip of any Location*: label.
Moving a working shift, with some service points, to a new
start time is now 50% faster.
Location x Day, when a Sort by is set to Home
location, now sorts by Home location even when a location
select is active (rather than by Working location).
New Auto Logout if Schedule3W has been idle for the
period specified in Edit>Staff>Scheduler Tab (default is 3
The number of logins denied due to all concurrent user licenses
being in use (this month and last) are now displayed in
Tools>Maintenance>Show Tab>[Logged in] button. The counts are
partial until all installs of Schedule3W have been at least 4.7.07 for
Historical Employees now show the yyyy/mm of their last
shift in Edit>Staff. Click the Status column header to
sort Employees by this date.
New Change Employee for a date range option in
Edit>Staff reduces work when someone leaves or changes
Web displays are 20 to 30% faster due to new Database Access
The restriction that Changes on past dates may only be This day
only has been removed.
Edit>Location now supports entering Notes on
New Location Info screen added that displays information about a
location including date range shown on Web, the new notes field, etc. It
is accessible from Edit>Location, Shift
Information and Pick Location screens. From
Edit>Location it also shows count of current and of past shifts.
Pick Location's new [Info] button will list the members of any
selected Location Group.
Database View: Employee x Location report now will include any
selected locations with Off or Unavailable subtype.
Great for tracking in-lieu time.
Location Groups, when sharing a menu with locations, are now flagged with
(Loc Grp) rather than the less obvious plus sign (+). Likewise Employee
Groups now use (Emp Grp).
New overview for Setup New Branch/Department for
Scheduling added to Help. Access by Help>Index type Location and
scroll down to New Branch/Department.
The Edit>Staff Clone existing Employee/Location
ratings confirmation screen now uses a scrolling
area that handles any number of entries.
Database View: employee x * reports now show day of week of
date range in header.
The display of the number of Employee/Resources in the
database in various displays has been standardized.
In a change operation, the Notes area on the Recurring screen
is now immediately live (i.e. you no longer have to tick
This day only or All first).
New Reviewing Coverage / Shifts Filled overview has been added.
Access by Help>Index and enter unfilled.
Emp/Loc option to set multiple employees or locations
in one operation now supports using the same selection for the next
New Web View 3.3.4 features:
- Special feature for Two Level Databases with multiple
Working locations (e.g. branches):
- When a Location filter is applied, Schedule3W will now automatically only
include service points for people working in one of the selected
Working locations and only includes Sick, Vacation and Away
type shifts for people with a home location in the Location filter.
- This excludes shifts of selected locations (e.g. lunch) of people
that sometimes work in your branch but on that day are working at another
- Help screen's format is now preserved during a copy/paste.
- If your employee PCs have a different IP range than your public
PCs, you can now simplify employee access to Guest mode with automatic
authentication by IP# range (eliminates the password). There is a
small charge for this feature.
Tools>Reports>Database View: Employee by Location hours now
supports reporting on This or Last Employee Year (i.e.
the specific Start Date set in Edit>Staff). This
simplifies monitoring any annual maximum hour limit (e.g. retired
state employees returning to work).
Change Location once again retains external notes
on This Day Only shifts as was done before 4.6.22.
V4.7 July 2014
Highlights of the many features added:
New Location attribute of Only if working in allows specific
Service Points to be set as only being staffed by people working in
designated location(s) (e.g. only people working in North Branch may
be scheduled into its Circ Desk).
Tools>Maintenance>Show Tab>[Installs] table now has sortable
columns and its Last Used column is now also updated by
the last start of the Web Server.
New Web View 3.3.0 updates to My Schedule3W mode:
- Now shows the total of working hours below
all displays of that employee's schedule.
- Adds a new My totals
button to show total hours and # of shifts per working location.
New Internet Calendar support of Web View 3.2.6
automatically maintains an employee's work calendar in their calendar
software (e.g. Outlook). Refresh rate and maximum days
parameters are set in Tools>Web Services>[Options]. Employees
click [Help] in Web View for how to activate. As usual only the Web
Server needs to upgraded to provide this new web feature.
Location by Day, when sorted by Working
location with a location filter but no employee filter,
now includes all employees working in any
of the selected Working (assignable to SP) type locations (rather than just
those with a home location in one of the selected locations).
Automatic Person-in-Charge calculation is now provided
for organizations whose PIC is always the employee with
the highest PIC Rank. For details of implementing and
setting up shortcuts on desktops to provide direct browser access to Who's
PIC now (and optionally Facilities) see
Help>Index and enter PIC.
Total Working hours and difference with
Standard hours now also show at the top of the
You may now designate that you have two week pay periods in
Tools>Options. This enables automatic last,
this and next pay period date ranges in Tools>Reports
and optionally you may designate that the Recurring and
Available Staff screens are to show a two, rather than one,
week working to standard hours comparison.
New Testing/Training Database option in
Tools>Options>Database Tab makes it easy to create a temporary
copy of your database for training staff or testing a new scheduling
Now easier to enter a vacation/away period: select the new Enter Away
Requests in the right-click menu on Employee name (or blank area in Employee
by Week screen), click [New], specify the location and start/end
time and click [Process].
Database View: Employee by Location Hours report now
automatically suppresses the On-Desk column if no on-desk
shifts are included (e.g. when reporting hours for payroll and
Away Requests now support partial days in both desktop and Web.
Split now supports deleting and optionally replacing the time
before the split point. Also, when deleting a segment of a
working shift, Split now supports the option to shorten,
rather than just delete, partially
overlapping Service Point shifts.
Employee# may now be suffixed to employee name in Database View Hours &
Locations and Where working by # of days reports.
Split Shift now allows a following segment to be Deleted
and optionally Replaced (simplifies recording part day vacations).
Locations may now be removed from the Web by assigning
them a Date Range with future days set to None.
New Web View 3.2.0 additions:
- [Save Defaults] now saves the current Employee and Location
select (so [Reset] restores them).
- Now (i.e. who's working now) option now automatically
drops the out of office shifts (e.g. vacation, sick, off and
- Logged in Schedulers now see all dates for all locations.
Schedulers have a new Run as a default user in Options so that the
scheduler may see the same view as a user without Scheduler rights.
- Away/Vacation Request Web entry may now be activated
for just a specific Employee Group in Web Services>[Options].
A new location type of Duty provides three level scheduling.
Now employees may be scheduled into Supervisor in
Charge for part of day during the same time they are scheduled into service desk(s).
All of Schedule3W’s service point shift features also apply to Duty shifts.
Available once Minimum Program Level set to at least 4.6.21 via Tools>Activate.
Pick Location menus are now faster on large databases.
New Future button in Shift Information screen
lists this employee's future shifts overlapping that shift's time
on that day of the week.
When a working shift is shortened enough that an employee would no longer
be in working for one or more service points, you are now asked whether the
Service Point shifts should be automatically deleted.
Disk i/o has been optimized on scheduling screens providing
faster refreshes (e.g. Location by Day screen displays 60%
faster on smaller databases and 80% on larger).
Edit>Location now allows additional Resource Booking
Unavailable for Booking locations to be created (e.g. one to
flag when a museum is free).
New Tools>Admin>Maintenance>Test Tab option of [DB
Structure] which displays all indexed fields and confirms
each table has a primary index.
V4.6 July 2013
Highlights of the many features added:
Web View now includes forward and back a
period arrow buttons.
Database view reports now allow you to select from one of
three name formats.
The right to use Tools>Holiday Definition may now be given to
specific schedulers in Edit>Staff>Scheduler Tab.
Location x Day screen's right-click Display Options
now includes Hide scheduled Out Staff so you can hide
people whose schedule you are unlikely to change.
Who's/Where working Time Period reports now use an improved algorithm
to wrap start and/or end time to the next line in a cell and better
handle shifts that end midnight or later.
New Advanced Shift Select of AND Service Points
must be over a selected Working allows reporting on shared locations
(e.g. meeting) for specific branches.
New Skills feature that allows site defined skills (e.g.
CPR certified, Speaks Spanish) to be assigned to
employees. Skills may be used to filter employees and to generate
coverage reports. See details via Help>Index on
New features in Select>Multiple Employee screen activated through
a new [Options] button:
- See count of active employees per value in Pick screens (e.g.
# of employees of each Type).
- Have multiple Pick screens filter down, rather than reset,
the currently selected list of employees (e.g. to select Adult
- Also show employee abbreviation.
New Edit>Staff>Scheduler Tab option to restrict a scheduler to
working within a specific date range (e.g. for restricting student workers
to just updating their availability for the remainder of the term or
preventing a scheduler from updating past dates).
Edit>Data Range and Edit>Employee Type are now display-only
for schedulers with Scheduler (No Edit>Staff) Rights.
Location x Day screen now supports dragging shifts on the
diagonal. Now it's only one step to move Mary’s 9-10 shelving shift
to Larry for 2-3!
New Resource Booking mode! Provides customized interface for
booking rooms, culture passes and equipment. For details, click
Help>Index and enter Booking.
Changing Path to Database for Windows 7 and above now
asks for admin rights so system \Schedule3W\DataPath registry key is
always updated (rather than the user level virtual one).
New Split Shift option in the right-click on a shift menu.
Web View now enforces each Location's min & max view date range
individually, rather than using the most restrictive range.
The Date Range used in Edit>Location>Web Tab
may now be larger than that specified in Tools>Web
Services>[Options] (i.e. the [Options] setting is now a default
rather than a maximum making setup easier!).
Faster new month open/rollover on many larger databases.
New tips for reporting a problem at: http://Schedule3W.com/tips/problem_reports
New Web Services 3.0.5 changes:
- Employees by Time displays for today have a
vertical green line at the current time.
- When "Now" has been selected, Table displays only show
the current date.
The Minimum # working reports now utilize any Override
Sort specified for locations.
New [Staffing] button below Location x Day/Week scheduling
screens, when multiple locations selected, shows number people scheduled (or difference to staffing
levels) for the next week.
Moving a Working (assignable to SP) shift to a new date or time
automatically moves its Service Point shifts if required (or, if
no SP move is required, gives a choice on the Recurring
New Tools>Reports>[AdvSelect] option to select all shifts
created/modified by a specific (or any) scheduler in a specified number
New [Process] button in Edit>Away simplifies entry of
vacation, sick, etc. requests down to two clicks.
The Closed for Maintenance Web status screen now includes the
reason and person/workstation initiating.
Edit>Staff [Delete] confirmation screen now shows
Last Worked date for historical employees.
V4.5 June 2012
Highlights of the many features added:
New Web View 3.0.0 additions:
- The Away Request page now directly updates
the database for approval and processing. This is the first feature
of the new Update Module (free until additional
functionality is included).
- New [My away requests] button that lists an employee's
New Bar Color setting for each employee. Set individually
or via Global Set. Location by Week, when showing one
location, may be configured to use these colors.
New Sort by options in Location by Day of:
Working Location, Type (not working sorted last) and
(not working intermixed).
New Shifts now show in Location by Day up to 90%
faster as the screen refresh has been eliminated.
Calendar Day of week column headers now show in all Windows 7
The Conflict Screen now highlights existing shifts with a less
frequent recurrence in red and allows you to designate that they
also are to be deleted. This simplifies using Fast Entry for Vacation
entry (especially when preloaded by Edit>Away).
New Web View 2.6.1 now supports
Location level override restricted date range and maximum notes size.
Fast Entry and Clone now asks, for additional
days of the week (in This Day Only mode),
whether to delete the conflicting shift
and its service points (eliminates a manual delete!).
New Edit>Location Web Tab to optionally specify, per location, a
maximum length to display for notes and/or date range for which
shifts will display (see new Edit>Date Range).
New Web View 2.6.0 features:
- Web Login now supports picking your name (or
Guest). Any personal password setup in
Edit>Staff is used, otherwise any password specified in
Tools>Web Services [Options] is used.
- New [Who's Away] button displays who's away for the
- If personally logged in, new quick buttons of [My Graph]
and [My Table] are provided and the [Who's Away] button
will show just the employees in the applicable Employee Group
(specified in Edit>Staff).
Where Working Reports now allow you to specify whether names
will be formatted and sorted by First Last, Last, First
or Abbreviation once Tools>Activate>Minimum Schedule3W Level
is done for 4.4.31.
Tools>Reports now supports predefined date selects for
fiscal year: last/this and quarter: last/this/next
as useful for Favorite Reports.
Double clicking on a Favorite Report now will automatically
Help on Notes now details using a vertical bar to prefix the portion of
external notes to not show on the Web.
Help on Until Date in Shift Information screen now
details how to use to fill-in deleted shifts, change frequency, etc.
New Web View 2.5.4 features:
- Employees now may be selected by Home Location and/or
Employee Type. Makes saved URLs even more powerful!
- Database tables are automatically cached to provide faster response once
Tools>Activate>Minimum Schedule3W Level is done for
New Edit>Staff right-click Global Set menu entry will set
selected employees to the current employee's value for
Type, Home Location, $/Hr
or Away Request Employee Group.
Web View 2.5.3 features:
- New Sort employees by option adds support for Home
- All displays sorted by Location now use any Override Sorts
specified in Edit>Location.
New Edit>Away Requests for tracking requests for Vacation,
Sick, Conference, etc. through their full life cycle and simplifying entry.
See details by Help>Index enter
away and click Overview.
New Web View 2.5.1 features:
- New Table formats: Employee
and Location by Date.
- New interface for selecting Location(s) and Employee(s) that
includes a Filter option.
- New replacement date picker (i.e. Calendar).
- New option to select Name Format (e.g. Last, First).
- New [Save defaults] button will save in a cookie the current view and
name format as the opening/Reset default.
- Graph formats now support shifts that cross midnight
and, to help readability when scrolling, have space between rows,
the vertical lines at 9, 12, 3, etc. are red and the time labels
are repeated at the bottom.
- Start day parameter of saved URLs (e.g. sday=)
now supports an explicit date (in addition to days away).
Great for e-mailing a link to next term's schedule!
- The color of grouped vacation/sick is now the color of the
alphabetically first vacation subtype location (rather than always
Who's/Where working: * x time period reports now support up to
14 time periods as columns.
Report Titles and Footers will automatically replace
the new Rotation Week code, <rw>, with the applicable bracketed
week letter. FYI: Rotation Week Letter is activated
in Tools>Options>Staffed Hours tab.
New Automatic User Authentication eliminates
password entry when the current Window's username matches the Edit>Staff
New Tools>Reports advanced employee select ([AdvEmpSel]
button) will select only the employees working in a location or a
location group during the report dates. Use it to show shifts in
shared locations (e.g. vacations, meetings, etc.) only for employees
actually working in a specific department.
Where Working by 14/31 days reports support choosing
full employee name as row label and Who's Working by 31
days report supports location abbreviation (once
Tools>Activate>Minimum Schedule3W Level done for
New right-click Clone+Sp option will copy the
Working shift and all of its Service Point shifts in one step. Great
for giving different people the same Saturday schedule!
Help>E-mail support now automatically creates a
New Edit>Staff field of Schedule Location(s)
restricts this scheduler to just a specific Location Group or Location.
It also restricts individuals with Own scheduling or
Display rights to specific locations.
Therefore, the Edit>Location field of
Designated Employees may create/update shifts is no longer
The Tools>Maintenance Show tab [Installs] screen
now allows [Delete] of past Install records.
The Employee by Week Pick Location screen now only offers Willing
and Want locations for shifts of at least 3 hours to reduce
clutter (contact us if you need shorter willing/want periods).
Shift Bar Label and Shift List Screen now flag that a
shift has Internal Notes by prefixing external notes with an asterisk (*).
The Location by Day screen's No Available Locations
message now includes details of any conflicting shift.
Switching from Location/Employee by Week to Location by Day
is now 80% faster on larger databases.
V4.4 August 2011
Highlights of the many features added:
Web View now supports flagging predefined URLs as Only
Display Output (i.e. no Calendar, select options, etc.) by adding
New Edit>Staff Scheduling Right of Scheduler (No
Edit>Staff) is available once Tools>Activate>This as Minimum
Schedule3W Version is done.
New Location by Day Sort By option of By Working Location
shows a shared pool of employees grouped by the
building/area at which they are working that day.
Registration now displays a warning if another PC is already using a later
version of Schedule3W on this database. The recommended approach to
lock out earlier versions is still to click Tools>Activate>This as minimum
Location by Day, Employee Scheduling Grid and
Available Staff Screens now also support showing employee name
as First Last or Abbreviation. Change formats by new
right-click menu of Display Options>Name Format.
New Tools>Activate>Better Performing Notes
upgrades database to new shift notes structure which uses less disk space,
is slightly faster and better handles network server disconnects.
Conflict Screen now:
- allows you to delete working shifts when adding vacation/sick shifts.
- allows you to delete up to 4 months of shifts with a matching frequency.
- highlights when multiple shifts conflict with the new shift's time.
Database view: Employee x Location Hours Report displays for
each employee: total hours, total on-desk hours and total hours per
location. Optional subtotals/summary by Home Location or
New Closed days of week control in Tools>Options.
Advancing by day in Location by Day and Employee/Location Scheduling
Grids skips over these closed days and they aren't shown in the
New Employee/Location Scheduling Grid [Option] control of
Just for days of week (i.e. you may now work with a grid of just
New Time Clock In/Out feature which includes optional Sign
In/Out login, formal approval of shifts and Flag
Unapproved option in Where Working: Employee x week/14
days reports. See Help>Index, term
In/Out and click Overview.
Tools>Reports now has:
- new [Advance] button for changing margins
and, for Who's/Where Working reports, adding blank lines to
- new [AdvSelect] button opens new Advanced Selects
Screen to provide further control of the shifts to be included
(e.g. only shifts that end after 6pm).
Edit>Staff supports new employee fields of: Start Date,
Employee#, Username and Home Phone.
Edit>Location now supports three new Location Subtypes
for unpaid time
(Unavailable, Off and Service Point
(not in total)) giving you the power to setup multiple locations, control bar
color, Change Location and include in reports. For details, in
Edit>Location, click Add Unavailable Locations.
For improved employee privacy, Web View now optionally shows all Sick
and Vacation type shifts under a single label that you specify in
Tools>Web Services>[Options] (e.g. Out or
Web View's Graph format now includes an asterisk (*) on shifts
with notes set (click the bar to view the note).
New E-Mail button on Select>Multiple Employees opens
an empty e-mail addressed to the selected employees.
V4.3 January 2011
Highlights of the many features added:
New Web Bar Graph displays: Employees x Time
and Days x Time for an Employee.
New option in Where/Who's Working: * by Week/14/31 days reports
to Show Cell Totals. Great for proofing or Time Sheet submission!
New [Installs] button on Tools>Maintenance Show tab
lists the versions Installed after 4.2.18 and when last
New Tools>Activate>This as Minimum Schedule3W Version
option that allows you to ensure all PCs have been upgraded
and prevents old versions (i.e. MSI) files from being used by mistake
in the future.
Expanded error message for permission problems during a new
install using a UNC database path and for database upgrades.
All Message Boxes have been reformatted for
Windows 7 sizing.
New Database view: Employee Hours Proof report simplifies
reviewing hours scheduled by week and the difference
between Actual and Standard hours.
The Employee by Week screen now displays that
Employee's total hours working, any difference from
Standard hours and total on-desk hours.
New Change Employee & Replace Shift right-click option for
Working (assignable to SP) shifts means one less step to
change an employee's shifts to a substitute and schedule the employee
Installs on Windows7/Vista systems no longer need to do an
extra step (i.e. DSN location automatically handled).
The Select>Employee/Multiple Employees menus may now be
changed to First Last format and sort.
New Weekend Lunch Rules capability allows
different formulas for Saturday and/or Sunday (including the option
to bonus extra hours).
Tool>Web Services [Options] may now be accessed,
without stopping Web View, by users with
Db Administrator rights from any PC and all settings, except
Auto Start and Port#, may be revised.
If a Select>Employee is active, now the Available Staff
screen only checks/displays those employees (i.e. faster and
a more tailored display) and Location by Day screen
includes all the employees in the select.
New overview on Day Level Notes / Announcements
for schedules and Web View is available in Help>Index, term
The Available Staff screen, when accessed via right-click E-mail
Replacements or when a shift is drawn below the last person in
Location by Day, now includes a [Select All] button for
simplified mass e-mails and entry of shifts for paid Public Holidays.
Now easy to delete all shifts for a location for a specific day of
the week for a period (e.g. closed on Mondays over the summer) or
after a specific date (e.g. an unfortunate location closure) using
Advanced>Delete Shifts in Edit>Location.
New separate Internal Notes field on each shift. These notes
do not show on the Web or on any report.
Web View, when closed for maintenance, now shows when it was
closed and by what IP#.
New Just specific day of week reporting option (e.g. Just
Sundays) in Who's/Where: * by # days reports.
New Show tab in Tools>Maintenance lists all currently
logged in workstations, users and login time (shows at login if all
licenses are in use).
New Help on this Report option in the right-click menu for
all reports and favorites.
New Flip All option in Select>Multiple
Employees/Locations Screens to reverse which Employees/Locations
V4.2 June 2010
Highlights of the many features added:
New Wall Calendar Month report formats: Who's working:
Month by Location and Where working: Month by Employee.
Employee/Location Scheduling Grids now support displaying a
full month on the screen. Activate via
New Display Only access! Edit>Staff's
Schedule3W Rights now offers Display only and Display only +
All Reports and Favorite Reports now support a footnote.
Great for customizing!
If you need to enter time earned for Paid Holidays, see new overview
using Help>Index enter Holiday and click Paid time
Where working: Employee x Week report now has an option to
Show Actual-Std hrs, rather than Actual hrs,
in the Hours column.
The colors used in Dates and Times column/row labels are now
explicitly set to eliminate issues due to non standard
Window's color theme choices.
New Employee Groups feature! As well as selecting specific employees, Groups
may be based on Home Locations and/or Employee Types to
be self maintaining.
See new overview on setting up Meetings using Schedule3W via
Help>Index and enter Meeting setup.
Web Server now stays up even if the disk serving the database
is no longer available (and displays a page telling user to try again
New Quick Screen Switch feature gives one or two
click (and faster) access to all your favorite scheduling screen setups.
Switching from Location by Day now opens the new screen at the
start of that work week (or today) rather than starting at the
A retry option is now shown if an update encounters a locked shift.
New Fast Date Change drop down menu beside the date button at
top of all scheduling screens gives immediate access to popular
Recurring Screen now includes up
to 4 Quick Fill buttons (user defined in
Edit>Recurring Quick Fill). With one click you can
now tick Ongoing, select Every 4th week and even press [OK].
V4.1 January 2010
Highlights of the many features added:
The header of scheduling screens now display:
- The week number relative to the current week
- The Rotation week if activated in Tools>Options>Staff
Now easier and faster to enter shifts like work 3 Fridays and on
the 4th week a Saturday or reference desk 2-3pm every Monday
except a meeting the 2nd Monday of every month as:
See Help>Index enter Frequency and click Entry of Custom
- New shifts (and increasing Until date) now present
any conflicts in a single Shift Conflict Screen.
- The new Shift Conflict screen supports additional options of
first deleting the conflicting shifts or simply cancelling.
Schedule3W now supports a silent command line install for upgrades.
Monthly Rollover conflicts, if any, now are reported at the end in a spreadsheet.
The Where/Who's Working report cells are now able to include more
The Open a new month rollover is now at least 50% faster.
Standard error message box now includes a Copy to clipboard
button to make it easy to forward an error.
The Employee/Location Scheduling Grids' Shift List screen now
includes shifts that start at midnight.
The Location Popup, when adding a new shift by drawing, is now
instanteous regardless of the number of locations.
Change Location of an assignable location shift to a
location that doesn't allow service points (e.g. vacation) now offers to
delete the service points.
New E-mail button on Shift Information opens a draft
e-mail to current employee about that shift.
The Employee by Week screen now may be opened by double
clicking the employee name in Location by Day and
Location Scheduling Grid screens.
V4.0 July 2009
Highlights of the many features added:
Where/Who's working reports now display 15%
(on small databases) to 70% (on larger databases) faster.
Available Staff Screen now displays 50% (on small databases)
to 95% (on larger databases) faster.
Web View now includes your Location Groups as choices
in the location select list, option to show active now shifts
and new format Shifts by Date (in addition to by Location or Employee).
Employee and Location Scheduling Grids now display 75%
to 90% faster.
iCalendar feature of Web Services now exports
working assignable to service points shifts flagged
as free time so Outlook's schedule
meeting option can be used. New tips page
detailing how to create a Generate iCalendar shortcut and how
to easily import into Outlook.
Creating and modifying shifts (i.e. time between clicking OK and
screen refresh) is now faster by 25% (on smaller databases) to 50%
(on larger databases)!.
Your Schedule3W database's structure is now automatically optimized
whenever the database has significantly grown (rather than just monthly).
New minimum version of Schedule3W that may access your
The four Where/Who's working: * x time period reports now support a
12 time period format (in addition to the prior 10 period format). Just
press [Time Period] and define the extra periods!
Location by day screen now allows you to control whether
unscheduled staff appear.
New favorite reports makes running a regular report
as easy as: click the favorite and click [Show]! Features include:
- Full configurations are saved (e.g. all options, dynamic date
periods such as next week, employee/location selects, etc)!
- New My Favorites area so all schedulers can track
which favorites they use.
- New Edit>Favorite Report screen to manage favorites
including seeing who created, when and who last changed, renaming
and optionally adding instructions to each favorite (e.g. when to run,
where to save as a PDF, etc.).
The Tools>Maintenance screen's Test tab now includes a
Test Internet connection option.
V3.8 January 2009
Highlights of the many features added:
One less click on all recurring screens! The Until and
On-going options have been moved up to replace the Recurring
Available Staff popup screen is now subsorted within
Assignment Group Priority by an availability score (e.g.
people flagged as want to work will list first within that
Direct assign employees (i.e. all employees in a one
level database) now, like Schedule then assign employees,
have a separate subtotal of time spent at locations with a subtype
Service Point (on desk). Great for instantly seeing employee's
time in a group of locations.
Where working- Employee x Time Period and Who's working-
Location x Time Period reports now provide a Page per day.
Employee Quick View screen now, in addition to showing
an employee's schedule for a week, also provides for each
hours, shifts and days worked for the week being viewed, for that month
and for the prior month.
The Available Staff popup, when scheduling a service point in
a two level database, now shows each employee's current working
location. This simplifies picking from people working that area
without having to invoke a filter.
The Employee/Location Relationship screen's global update
option has expanded tips.
The Available Staff popup now provides how many hours each
employee has been scheduled to work this week at the service point being
scheduled (in addition to on desk hours this week). This
helps fairly assign a high stress location!
Employees now may load their schedules into most calendar programs
(including Outlook) using Web View's new
ICalendar feature. The employee displays his/her schedule,
clicks the ICal icon and follows the simple instructions.
(3.7.03) Now you can schedule staff
to work and assign them to a service point in one step! On the
Recurring Screen simply tick the new Then Clone for an SP
V3.7 June 2008
Highlights of the many features added:
(3.6.23) You may now define Location
Groups. Great time saver!
(3.6.18) The end on date for
recurring shifts is now changeable in Shift Information.
(3.6.18) The Scheduling Grids,
selection by Home Location and Emp/Loc screen are all
(3.6.18) The right-click on a
shift menu now includes the option to switch to
Location by Day or Week for the shift's location and to
Employee by Week. Great for drilling down!
Who's/Where working by week/14 days reports now support an
option to suppress the date in the column header (i.e. only show day of
week). This is used by sites (e.g. universities) that publish a
standard schedule for a term.
(3.6.17) Web View now may be
flagged to be automatically started using Window's Services.
Edit>Staff now supports defining multiple Lunch Rules to
automatically deduct lunch from shift duration (e.g.
automatically deduct 30 minutes from shifts 4 to 6 hours long and
40 minutes from shifts 6 hours or longer).
(3.6.10) If you didn't initially setup
Employee/Location relationships (e.g. Jane can't work at
Reference), it is
now much quicker to do so using new global set feature in the
Service Points are now differentiated as on desk or off
desk so reports and displays now show on desk, rather than
at service point totals.
(3.6.5) Web View now
includes a link for adding the current web display to your Bookmarks or
saving as a shortcut.
(3.6.5) The prior location and prior
employee of any shift are now automatically maintained in explicit
database fields (rather than as was comments in notes).
(3.6.5) When changing a shift, notes may
now be directly changed on the Recurring screen for any This
day only shifts.
now displays a Printer Options screen (e.g. to switch printers or turn
on color setting).
V3.6 December 2007
Highlights of the many features added:
Edit>Location now restricts new, edit and delete options to
users with Schedule3W Rights set to DBAdministrator.
Summary per employee per location and Summary per location
per employee reports now have a number of days column in addition
to number of hours.
New Delete over Range of days added, with option to include all
locations. Simplifies adding vacations!
New Until option for all change shift options.
Employee/Location Scheduling Grids now use the same
filters active in Location by week/day screens.
(3.5.59) The starting day of your
work week may now be other than Sunday (update in Tools >
Options > Staffed hours).
New Compact tab in Tools > Maintenance allows
you to compress your database if it has significantly grown since
the automatic "end of month" compact.
New version 2.0 of the optional Web View released:
- new option for you to control number of days, or to date,
shifts may be
displayed in the future and in the past.
- new automatic detection if port# is already in use by
- new calendar interface to allow start and end dates to be easily
- new option to select multiple locations and/or multiple employees.
(3.5.54) Optimization made scheduling
screens and the Who's and Where
Working reports over 50% faster.
(3.5.36) Now you can drag and
drop shifts between employees in the Location by Day
screen and between dates/times in Location by Week screen.
(3.5.28) In Location Scheduling Grid
define your own Who's available
rows (e.g. whose available 1-5pm) by clicking Option and
the label Avail/Open.
(3.5.19) New Employee
Status of Historical
automatically deletes future shifts (but keeps history).
New Employee Type field.
New Delete Tab in Tools > Maintenance for
database administrators to delete shifts before a specified
(3.5.07) Optionally, show the location's background color in
Where working: Time period reports.
(3.5.04) Specific employees
now may be permitted to schedule own availability and even
designated or all locations.
V3.5 May 2006
Multiple concurrent user
User login, with optional
passwords, provides user level session defaults and
More Schedule formats
including Time Periods as rows, option to include
shift notes, more sort options, full name option and choice
of text size and font
Designate favorite reports for
easy future access
Optional web server supports
alternate port#s and All Locations mode
Fast Entry is now even
faster due to the new per location shift start time and duration
Relationship screen also may be accessed from the
Location Screen and supports designating whether each
employee is part of the primary, secondary or tertiary group to
staff this location
V3.4 October 2005
Scheduling across midnight
Day displays total hours at service points & working
Delete supports a range
Six new reporting
date range shortcuts
Easier to read
Where/Who's working reports
Lots of additional reporting
can be highlighted in reports
Web View option to
access live schedule
Two new wysiwyg scheduling
Location by Day screen
is easier to read
screen now allows changing Start or End time
Find replacements faster with
new e-mail available employees option
New option to select
employees by Home location
Expanded Help>Quick tips
Schedule multiple employees in one operation
New Where working report: Employee by Time Period
New Who's working report: Location by Week
New Schedule Grid By Employee 31 days report
New Help>E-mail support menu to mail support, optionally
Option to report on assignable locations with service point
Schedule>Employee by Week screen now loads twice as fast
New Schedule Grid by Time Period report
10 times faster Available Staff Pop-up screen
Faster staff entry through automatic cloning
Standard shift option in Fast Entry screen
New live database view report
New total hours column in Schedule Grid by Employee report
Easier navigation via New tool bar and day/week buttons
8 times faster refresh of the By Week screen
two level scheduling (work 9-5, at ref.
desk 10-12 & 2-4)
8 times faster refresh of the By Week
fast entry form mode
clone existing shift option
who's working where at-a-glance report
number of people per location by hour report
easier faster entry of employee availability
faster changing staff assigned to a shift
integrated record sick and replace
sick day pattern review screen
one click to answer vacation used question
one click to e-mail a shift change
more reports with more control
schedule multiple locations at once
alternating shifts (every 3rd Saturday)
add action notes to shifts
employees' location skill levels
more reports with more control
new start-up wizard
network drive installs
week at a glance scheduling
all popular date formats supported
easily e-mail employee schedules
more reports with more control
actual & projected hours & cost
easier, faster staff schedule entry