How do I use the Navigation Menu?
💡 Note: This article contains interactive tutorials. Click the target to advance to the next step.
Contents
Overview
Dashboard
Labor Need
Roster
Map
Jobs
Workforce
Tools
Overview
RIVET users will navigate through the application using the left side navigation menu. Each option in the navigation menu is a separate "View" in RIVET. Views include Dashboard, Labor Need, Roster, Map, Jobs, and Workforce. Views are permission protected in RIVET and only Admin users are able to see everything by default.
Dashboard
The Dashboard view in RIVET displays a high level aggregate of labor across the organization. Users are able to create shared charts to share with the rest of their group to accurately staff their jobs.
Labor Demand Dashboard
- The Labor Demand Audit in the upper left provides action items of note.
- Bookmarked shared charts are displayed on the Labor Demand Dashboard.
- Access more options by clicking the kebab menu in the upper right of a shared chart.
- To filter Prospective Jobs, click Prospective Jobs and select which ones to display.
Dashboard Summary
- The Dashboard Summary provides a customizable look ahead report.
- Some insights aren't available if looking out greater than 90 days.
- Click each bucket to expand and see change details. To view Job or Worker Baseball Cards, click on their names.
Chart Library
- Create new shared charts in the Chart Library.
- Follow the prompts to create customized data sets
- Configure charts using Display Groups
- Select the bookmark icon to add the shared chart to the Labor Demand Dashboard.
Labor Need
The Labor Need View catalogs the Labor Requests that have been made. It also houses the Labor Recommendations provided by the RIVET software as part of the Schedule To Your Forecast Feature.
Labor Need Table
- The Labor Need Table catalogs all Labor Requests the user has access to.
- Labor Requests can be grouped by accessing the Group By menu in the upper right
- The status of a Labor Request can be changed directly from the Labor Need Table.
- Schedulers are able to fulfill Labor Requests from the Labor Need Table.
Labor Need Look Ahead
- The Labor Need Look Ahead details your next six weeks of labor needs.
- See how many requests have been made for Supervision, Journeyworkers, and Sub-JW.
- View how many unscheduled workers are available each week.
Roster
The Roster Board and Roster Report in RIVET are intended to show scheduled labor. The Roster Board is a reflection of your day, whereas the Roster Report displays the data by week.
Roster Board
- The Roster Board displays jobs with scheduled workers for the specific day.
- Use the Unscheduled Workers bucket on the right to see who's available day to day.
- Customize job cards by selecting Card Content to choose information to display.
- Utilize the sorting tools to filter data.
Roster Report
- The Roster Report displays up to two weeks of scheduled labor at a time.
- The Roster Report will only show scheduled labor. Unscheduled workers will not be displayed in this view.
- Use the sorting tools to filter data.
Map
- Target a job on the Map to draw a radius around it.
- You can send a bulk message to all workers within the radius of a job.
- View workers from their home or currently scheduled location.
- Use sorting tool to filter data.
Jobs
Jobs are broken out into three different views: Jobs Table, Jobs Schedule, and Forecast.
Jobs Table
- Customize your Jobs Table view by selecting Columns to choose which properties are visible. Save a a custom view by selecting Views and Save as a New View.
- Filter to Work In Progress by selecting from the Views drop down.
- Export the Jobs Table as a CSV or PDF.
Jobs Schedule
- Easily paint schedules by clicking and dragging job segments.
- Use filtering and sorting tools to customize saved views.
- Dispatch individual worker schedules.
- Zoom the schedule out by week, month, quarter, half year, or year.
Jobs Forecast
- Edit a job's forecast by the week or day.
- Choose to view the forecast by number of hours or number of workers.
- Use the Forecast Builder to quickly generate a forecast or manually enter into cells.
💡 Note: When editing a job's forecast, use tab on your keyboard to advance to the next cell.
Workforce
The Workforce views in RIVET display data organized by worker names. If you're looking for information related to individual workers, these views are the best place to start.
Workforce Table
- In the Views dropdown, you'll find presets like Details, Absences, Tags, and Certifications to help you quickly navigate different types of worker data.
- Customize your Workforce Table view by selecting Columns to choose which properties are visible. Save a a custom view by selecting Views and Save as a New View.
- Use filtering and sorting tools to segment data.
Workforce Schedule
- Easily paint, delete, and transfer worker schedules by clicking and dragging job segments.
- Customize the layout and save custom views
- Use filtering and sorting tools to customize saved views.
Tools
Tools are where many key actions in RIVET begin, including building schedules, logging bulk absences, and auditing completed work.
Schedule Builder
- Select Schedule Builder to create a schedule from any view in the application.
- To open the Schedule Drawer, click Schedule Builder — it will appear on the right side of the page.
- From the Header Menu, you can build schedules, add weekend work, or apply bulk absences with ease.
Action Log
- Easily track workforce and job schedule changes across your organization with the Action Log.
- This log records who performed what and allows you to see moves made across your team.
- Search by employee/job name or employee/job number.
Labor Updates
- Labor Updates shows labor changes, whether scheduled for the future or recorded from the past.
- Search by clicking the magnifying glass.
Employee Bench
- With the Employee Bench you can access workers that are available today or in the future from any place. Open the bench to quickly view who is flagged for transfer or unscheduled to assign schedules accordingly.
- Select from workers that have been Flagged For Transfer
- Click Build Schedules in the bottom right to schedule the selected workers
Help
- The Help Menu contains the ability to log a bug or submit feedback to RIVET
- The Release Notes are also stored in the Help Menu as well as the upcoming product roadmap
Chat With Rosie
- Customer Success at RIVET will respond to inbound chats at their earliest availability.
- If you're experiencing an issue with the software it's a good idea to include screenshots.
- Detailed information regarding your experience will help RIVET recreate the issue.