📑 Table of Contents
1. Getting Started
Loading Your Shift Data
There are two ways to load shift data into ShiftViewer:
Option 1: Upload Excel File
The official shift schedule is published on SharePoint:
DTEC COLE MICO26 - OneDrive folder
Steps to upload:
- Download from SharePoint: Visit the SharePoint link above and download the latest shift schedule Excel file to your local drive
- Open ShiftViewer: Navigate to the ShiftViewer application
- Select File: Click the "Select Excel File" button on the landing page
- Browse: Navigate to your downloaded Excel file (.xlsx or .xls) and select it
- Automatic Processing: The app will automatically parse and display your shifts
Option 2: OneDrive Sync (Recommended)
For the best experience, set up OneDrive sync so your Excel file stays current automatically. See the OneDrive Sync section below for setup instructions.
OneDrive Sync: Stay on the Latest Version
Syncing the SharePoint folder with OneDrive keeps the Excel file current automatically. You avoid manually downloading new files and always have the latest version ready to load.
How to Configure OneDrive Sync
On Windows:
- Open the SharePoint folder: DTEC COLE MICO26 - OneDrive folder
- In SharePoint, navigate into the GT folder
- Click Sync (OneDrive) to sync the GT folder (recommended), or use Add shortcut to OneDrive on the published shifts file if you only want that one file
- OneDrive will open and begin syncing the folder
- In File Explorer, navigate to your OneDrive folder and wait for the sync to complete (look for a green checkmark ✓ on the Excel file)
- The synced file will typically be at:
OneDrive - [Organization]\DTEC_COLE_MICO26\...
On Mac:
- Open the SharePoint folder: DTEC COLE MICO26 - OneDrive folder
- In SharePoint, navigate into the GT folder
- Click Sync (OneDrive) to sync the GT folder (recommended), or use Add shortcut to OneDrive on the published shifts file if you only want that one file
- If prompted, allow OneDrive to open
- In Finder, look for the OneDrive folder in your sidebar (or navigate to
~/Library/CloudStorage/OneDrive-[Organization]/) - Wait for the sync to complete - the file will show a green checkmark ✓ or cloud icon when ready
Refreshing When the File Updates
When the shift schedule is updated on SharePoint, OneDrive will sync the new file to your computer. However, ShiftViewer cannot detect file changes automatically. To load the updated data:
- Ensure OneDrive has synced: Check that the file in your OneDrive folder shows a green checkmark (not a sync-in-progress icon)
- Refresh your browser: Press
F5(Windows) orCmd+R(Mac) to reload ShiftViewer - Select the file again: Click "Choose/Refresh Excel File" and navigate to the synced file
- Confirm selection: The app will load the latest data from the file
Simply re-selecting the file is not enough if ShiftViewer is already open. You must refresh the browser first to clear the cached data, then select the file again. This is a browser security limitation - web apps cannot monitor local files for changes.
- Press
F5(Windows) orCmd+R(Mac) to refresh the browser - Click "Choose/Refresh Excel File"
- Select the same file from your OneDrive folder (browser remembers your last location)
2. Search Features
Basic Search
Type any text in the search box to search across all fields (name, role, venue, type).
JohnFinds all shifts containing "John" in any field
AND Search (Multiple Terms)
Separate terms with spaces - ALL terms must match (AND logic).
wmr olenaFinds shifts containing BOTH "wmr" AND "olena"
OR Search NEW
Use the OR keyword between terms to match shifts containing ANY of the terms. Supports multiple ORs!
wmr OR toc - Finds shifts containing "wmr" OR "toc"corless OR nasr OR nadal - Finds shifts for any of these three people"TSI D" OR "Critical" - Finds shifts with "TSI D" OR "Critical" (quoted phrases supported)"TSI Director" OR "CSM" OR "WMR" - Finds shifts for any of these roles
John OR Jane OR Bob to see shifts for any of these people.
Quoted Phrase Search
Use quotes to search for exact phrases with spaces.
"duty manager"Finds shifts with the exact phrase "duty manager"
Compare:
duty manager (without quotes)Finds shifts with "duty" AND "manager" (can be in different fields)
Field-Specific Search
Search within specific fields using field:value syntax.
| Search | Description |
|---|---|
name:John |
Search only in names |
role:WMR |
Search only in roles |
venue:RTOC |
Search only in venues |
date:15/11 |
Search by date |
Date Search POWERFUL
Search by date with intelligent format detection and year inference.
Date Formats Supported:
date:15/11- Tries both EU (15 Nov) and US (Nov 15) formatsdate:11/15- Same as abovedate:15/11/2025- Specific date with 4-digit yeardate:15/11/25- Specific date with 2-digit year
Smart Year Inference:
- November-December → Assumes 2025
- January-March → Assumes 2026
- Other months → Uses current year
Assignment Status Search NEW
Filter by whether shifts are assigned or not.
assigned - Shows only assigned shiftsunassigned - Shows only unassigned shiftsunassigned wmr - Shows unassigned WMR shiftsunassigned virtual - Shows unassigned virtual shifts
Type Search
Search by shift type (virtual or on-site).
virtual - Shows virtual shifts"on site" - Shows on-site shifts (use quotes for spaces)
Negative Search (Exclude Terms) NEW
Use the minus sign (-) prefix to exclude terms from results.
-RTOC - Exclude shifts containing "RTOC"venue:TOC -RTOC - Find TOC venue but exclude RTOCTOC -RTOC - Same as above (general search)unassigned -virtual - Unassigned non-virtual shiftswmr -john - WMR shifts excluding John-virtual -assigned - Exclude multiple terms
Combining Search Types
Mix and match different search types for powerful filtering.
role:WMR date:15/11 - WMR shifts on Nov 15name:Olena venue:RTOC - Olena's shifts at RTOCunassigned wmr virtual - Unassigned virtual WMR shiftsrole:WMR date:15/11 virtual - Virtual WMR shifts on Nov 15venue:TOC -RTOC unassigned - Unassigned TOC shifts (excluding RTOC)wmr -virtual -john - WMR shifts, excluding virtual and John"TSI D" OR "Critical" venue:RTOC - TSI D or Critical roles at RTOC
3. Filters & Views
Tab Filters
Quick access to common time-based views:
| Tab | Shows |
|---|---|
| 📋 Upcoming | All future shifts (starting from today) |
| 🔴 Current Shifts | Shifts happening right now |
| 📆 Today | All shifts scheduled for today |
| 📅 Tomorrow | All shifts scheduled for tomorrow |
| 🔍 ALL (incl. past) | Every shift, including past ones |
My Shifts Filter PERSONAL
Filter to see only your assigned shifts by name or role.
How to Use:
- Enter your name or role in the "Name or role" text box
- Click "👤 My Shifts" button
- Button turns purple - filter is active
- Click again to turn off filter
Behavior:
- ✅ Works with tab filters (e.g., "Upcoming" + "My Shifts" = your upcoming shifts)
- ✅ Clears search boxes when activated
- ✅ Your name is saved for future sessions
- ✅ Input text is gray when inactive, black when active
Sort Order
Shifts are automatically sorted in a logical order for easy viewing:
- Date - Earliest dates first
- Start Time - Earlier start times first (for same date)
- Role - Alphabetically by role name (for same date and time)
- Venue - Alphabetically by venue (for same date, time, and role)
This makes it easy to see shift handovers and find related shifts grouped together.
Saved Search
Save and quickly execute frequently used searches.
How to Use:
- Type your search in "This search will be saved" box
- Search is automatically saved to your browser
- Click "Execute Saved Search" to apply it
- Button turns purple when active
- Click again to clear the search
Features:
- ✅ Automatically saved across sessions
- ✅ Button disabled when search box is empty
- ✅ Uses same powerful search syntax
- ✅ Toggle on/off easily
4. Calendar View NEW
View your filtered shifts in a visual calendar format, color-coded by person with shift handover visibility.
How to Use
- Filter shifts using "My Shifts" with a name or role
- The "📅 View Calendar" button becomes active in the stats bar
- Click the button to open the calendar popup
- View your shifts organized by month and day
Enter a role name (e.g., "TSI Director") in My Shifts, then click View Calendar. You'll see everyone working that role, color-coded by person, making it easy to visualize shift handovers and coverage patterns.
Calendar Features
Color-Coded by Person
- Each person is assigned a unique color
- A legend at the top shows the color mapping
- Quickly identify who is working each shift
Shift Time Indicators
- Yellow border: Morning shifts
- Orange border: Afternoon shifts
- Dark blue border: Night shifts
Overnight Shifts
Shifts that span midnight are automatically split across two days:
- First day shows the start portion (e.g., 23:45-00:00)
- Next day shows the continuation (e.g., 00:00-07:15)
- This creates visual continuity - the last person on day N appears first on day N+1
Short Shifts
Shifts of 1 hour or less display with diagonal hatched shading to indicate partial coverage.
OFF Days
When viewing a role, people who are not scheduled on a particular day (but appear elsewhere in the schedule) are shown as "OFF" in gray. This helps identify gaps in coverage.
5. Export Features
Export your shifts to various formats for use in other applications.
Export to Outlook/Calendar (ICS)
Export shifts to an ICS calendar file for import into Outlook, Google Calendar, or other calendar applications.
How to Export to Calendar
- Filter your shifts using search or "My Shifts"
- Click the "📤 Export Shifts" button in the stats bar
- In the export dialog, choose whether to show shifts as Busy (default) or Free
- Click "📅 Export" to download the ICS file
Export to Excel
Export the currently displayed shifts to an Excel spreadsheet for reporting or analysis.
How to Export to Excel
- Filter your shifts using search, tabs, or "My Shifts"
- Click the "📤 Export Shifts" button in the stats bar
- In the export dialog, click "📊 Excel"
- The spreadsheet downloads with columns: Date, Time, Venue, Location, Role, Type, and Name
• Busy: The time will show as unavailable in your calendar (blocks the time slot)
• Free: The event appears but doesn't block your availability (useful for reference only)
Importing into Outlook
- Double-click the downloaded
.icsfile, or - In Outlook: File → Open & Export → Import/Export → Import an iCalendar file
- Choose to add to your calendar
Updating Your Calendar RECOMMENDED
All imported shifts are tagged with the category "ShiftViewer". This makes it easy to find and manage them:
To Update Your Calendar with New Shifts:
- In Outlook, search for
category:ShiftViewer - Select all results (Ctrl+A or Cmd+A)
- Delete the selected events
- Export fresh shifts from ShiftViewer
- Import the new ICS file
Color-Coding Your Shifts in Outlook RECOMMENDED
Make your shifts stand out by assigning a color category in Outlook:
One-Time Setup:
- After importing, right-click any shift event in your calendar
- Select "Categorize" → "All Categories..."
- Click "New" to create a category
- Name it something like "CO26 Shifts" or "Olympics"
- Choose a distinctive color (e.g., Olympic Blue, Gold)
- Click OK
Applying the Category:
- In Outlook Calendar, switch to List View (View → Change View → List)
- Sort or filter by the "Categories" column to find "ShiftViewer" events
- Select all your shift events (Ctrl+Click or Shift+Click)
- Right-click → "Categorize" → Select your custom category
- All selected events will now display in your chosen color
category:ShiftViewer in Outlook to find all your imported shifts.
Quick Category Assignment:
For faster categorization of future imports:
- Create a Quick Step in Outlook to apply your category with one click
- Or use keyboard shortcut: Select events → Press the category shortcut key (if assigned)
6. Understanding the Interface
Shift Cards
Each shift is displayed as a compact card with all relevant information.
Card Header:
- Name: Large, bold text (or "🔴 Unassigned")
- Role: Purple text below name
- Status Badge: Green "✓ Assigned" or Orange "⚠️ Unassigned"
Shift Details (Grid Layout):
- 📅 Date (day, month, year)
- 📍 Venue
- 🌍 Location
- 🕐 Time (CET)
- 🕐 Time (IST)
- 📋 Type (Virtual/On Site)
Contact Information:
Displayed in a horizontal line at the bottom of each card:
- 💬 Teams: Click to open chat in desktop Teams app
- Email: Shown in gray text
- 📱 Individual: Personal phone number (hover for tooltip)
- 🔄 Role: Shared phone passed between shifts (hover for tooltip)
Statistics Bar
Shows at the top of the shift list:
- Total: Number of shifts in current view
- Assigned: Count of assigned shifts
- Unassigned: Count of unassigned shifts
Button States
Filter Buttons (My Shifts, Execute Saved Search):
| State | Appearance |
|---|---|
| Inactive | Gray background, 100% opacity |
| Active | Purple background, 100% opacity |
| Disabled | Gray background, 50% opacity, cursor not-allowed |
7. Tips & Tricks
Search Efficiency
- Use field-specific search when you know exactly what you're looking for
- Combine multiple criteria for precise results
- Use quotes for multi-word phrases
- Remember: spaces = AND logic (all terms must match)
Finding Unassigned Shifts
unassigned - All unassigned shiftsunassigned date:15/11 - Unassigned on specific dateunassigned wmr - Unassigned WMR rolesunassigned virtual - Unassigned virtual shiftsunassigned -virtual - Unassigned on-site shifts only
Personal Workflow
- Enter your name in "My name" box (saved automatically)
- Click "Upcoming" tab
- Click "My Shifts" to see your upcoming shifts
- Click "My Shifts" again to see all upcoming shifts
Keyboard Shortcuts
- Type in search box - results update after 200ms pause
- Press Escape in "My name" box to clear filter
Data Management
- Data is saved to your browser automatically
- Use "Load Saved Data" to avoid re-uploading
- Check the "Last update" timestamp to know data freshness
- Upload a new file to replace saved data
Combining Filters
All filters work together:
1. Select "Upcoming" tab
2. Activate "My Shifts" filter
3. Result: Your upcoming shifts only
Another Example:
1. Select "Today" tab
2. Search:
unassigned3. Result: Unassigned shifts today
8. Troubleshooting
No Shifts Showing
- Check if you're on the correct tab (try "ALL" to see everything)
- Clear search box and filters
- Verify your Excel file uploaded successfully
- Check browser console for errors (F12)
Search Not Working
- Wait 200ms after typing (debounced search)
- Check search syntax (use
field:valueformat) - Verify spelling and case (searches are case-insensitive)
- Try simpler search terms first
Date Search Issues
- Use
date:prefix:date:15/11 - Try both EU and US formats (app tries both)
- Include year if ambiguous:
date:15/11/2025 - Check console logs for date parsing details
Teams Link Not Working
- Ensure Microsoft Teams desktop app is installed
- Link uses
msteams://protocol for desktop app - Falls back to web version if desktop not available
- Check browser allows protocol handlers
Saved Data Not Loading
- Check if browser allows localStorage
- Try clearing browser cache and re-uploading
- Verify you're using the same browser
- Private/Incognito mode may not persist data
Button Not Responding
- Check if button is disabled (50% opacity)
- Ensure text box has content (for filter buttons)
- Try refreshing the page
- Clear browser cache if persistent
Quick Reference
Search Syntax Cheat Sheet
| Syntax | Example | Result |
|---|---|---|
| General | john |
Searches all fields |
| AND | wmr olena |
Both terms must match |
| Quoted | "duty manager" |
Exact phrase |
| Field | role:WMR |
Search specific field |
| Date | date:15/11 |
Search by date |
| Status | unassigned |
Filter by assignment |
| Type | virtual |
Filter by shift type |
| Exclude | -RTOC |
Exclude matching terms |
| Combined | role:WMR date:15/11 virtual |
All criteria must match |
| Combined w/ Exclude | venue:TOC -RTOC unassigned |
Include TOC, exclude RTOC, unassigned only |