Use casesBranch opening hours manager

Build your branch opening hours manager.

Keep regular branch hours and dated holiday exceptions separate.

How to build your branch opening hours manager

  1. Describe the job

    Keep regular branch hours and dated holiday exceptions separate.

  2. Review the first version

    Choose how the branch manager records the branch and how the regional reviewer reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A branch opening hours manager example

A branch requests different holiday hours for one day.

Illustrative workflowBranch opening hours manager

Branch opening hours manager example

Record
Branch opening hours manager · 01
Owner
Branch manager

Current stage · Branch manager

Open the branch

A branch requests different holiday hours for one day.

Read the full walkthrough
  1. Open the branch

    A branch requests different holiday hours for one day.

    Record:
    Branch opening hours manager · 01
    Owner:
    Branch manager
  2. Review the publication status

    Keep the dated exception separate from its weekly schedule, then confirm who updates the public listing.

    Stage:
    Review pending
    Owner:
    Regional reviewer
  3. Record who will update the public listing

    Record who will update the public listing after the dated change is approved.

    Next action:
    Record who will update the public listing after the dated change is approved.
    Owner:
    Listing owner

What to include in your branch opening hours manager

  • Keep the branch in context

    Keep branch, date, normal hours, exception, approval and publication status together so the next person can understand the request or record.

  • When the next step needs a decision

    A branch requests different holiday hours for one day. Keep the dated exception separate from its weekly schedule, then confirm who updates the public listing.

  • Keep publication status visible

    Record who will update the public listing after the dated change is approved.

  • Choose what each person needs

    Give the branch manager a working view and the regional reviewer a review view. Keep branch and date attached to the decision as the work moves between them.

Questions about branch opening hours manager

Start with branch, date, normal hours, exception, approval and publication status. Describe who enters the information and who reviews the next step.

Build your branch opening hours manager.

Start with your workflow and make it yours.

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