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Help › The key - colours, letters and what they mean

Clarity · Clarity TF · version 2.15.02

The key - colours, letters and what they mean

In short Rename, recolour and add statuses, and decide how each one behaves.

Anyone signed in to Clarity Resource.

What this is

The coloured chips along the top of the plan are the key, and they are yours to change. Press Edit key at the end of them, or open the Settings tab.

Settings shows each colour exactly as it looks on the plan, in the order it sits along the top, with what it does beside it and how many days it is on. Click one to change it, use the arrows to move it, or add your own. The plan changes everywhere at once.

Three ticks decide how a colour behaves - the box you change it in says what each one does, beside it:

Working - counts as being at work. Two of these on one day is what raises the red double-booking dot. Holiday, off shift and training are not ticked, so they never raise a false one.

Covers the site - what the no-cover check looks for.

Blocks Who's free - takes the person out of Who's free completely if any day you selected is marked with it. Holiday and Unavailable are ticked.

If two colours ever look the same - the same letter on the same colour - Settings says so, because their squares could not be told apart.

A status already used on the plan cannot be deleted, only hidden - hiding keeps every day already marked with it exactly as it is.

What it looks like

Kind of work, at the top of Settings: the words the plan uses, and which set of colours the key gets.
Kind of work, at the top of Settings: the words the plan uses, and which set of colours the key gets.
Each colour as it looks on the plan, with arrows to move it, what it does, and how many days it is on.
Each colour as it looks on the plan, with arrows to move it, what it does, and how many days it is on.
One box per colour, with a preview and what each tick does beside it.
One box per colour, with a preview and what each tick does beside it.

Start to finish

  1. Press Edit key at the end of the key on the plan, or open Settings.
  2. Click the colour you want to change, or + Add a colour.
  3. Change it in the box and press Save.

How to

  • Rename or recolour: click the colour (or Edit), change it - the square at the top shows what it will look like - and press Save.
  • Reorder: the up and down arrows beside each colour.
  • Add a colour: + Add a colour, under the list - a name, a letter and a colour.
  • Retire one: tick Hide in its box. Delete is only offered for a colour nothing has ever used.
  • One colour is built in - On Shift on site, Project work in an office: it can be renamed and recoloured but not deleted, because Who's free books people as it.
  • Two starting sets. When a company's plan is first made it asks what kind of work: On site (day and night shifts, Boots on the Ground, handovers, inductions, site set-up) or Office and projects (project work, client meetings, site visits, bids, internal time, training). That decides the starting key and whether the plan says *sites* or *projects*. Kind of work at the top of Settings changes it later: the words change at once and the other set's colours are added to the key where missing. Nothing is ever removed.

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