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Adding areas to sites and shifts

You add areas in two places in the BMS — at a site, and at a shift. Both use the same popover, but the shift screen has one extra control on top. This page covers both.

1. At the site detail screen

The site detail screen has an Areas section. Click Add area to open the popover.

[SCREENSHOT: site detail screen with the Add area button highlighted on the Areas section]

The popover lists every area type the company has used before. Type in the box to filter the list, then click the one you want and the area is added to the site.

If the area you want isn't in the list, type its name in full and a blue + Add "name" button appears below the list. Click it (or press Enter) and the area is added.

[SCREENSHOT: popover showing a typed name with the blue "+ Add" button below the suggestion list]

Typed-novel names are added to the company-wide list, so the next person to add an area at any other site will see your typing as a suggestion.

2. At the shift detail screen

The shift detail screen has its own Areas section. Click Add area the same way.

The popover here is the same as at the site, but with one extra control at the top: a two-button toggle that controls what the suggestion list shows.

[SCREENSHOT: shift detail screen popover showing the two-button toggle at the top, on the "Site's current areas" tab]

  • Site's current areas (the default) — shows only the areas already added to this shift's site that aren't already on this shift.
  • All area types — shows everything in the company-wide list.

Pick from "Site's current areas" when you want to add an area you've already set up at the site to this shift. Pick from "All area types" when you want an area that exists in the library but hasn't been set up at this site yet — it gets added to the site AND to the shift in one click.

You can still type a name not in either list and the + Add "name" button works the same way as on the site screen. It creates the area at the site, links it to the shift, and adds it to the company-wide list.

The toggle only changes what's suggested in the dropdown. If you type the exact name of something in the OTHER source, it still gets matched correctly when you click +Add or press Enter.

3. Pasting multiple areas at once

If you paste a list of names (one per line), or press Shift+Enter to add a second line, the popover switches into multi-line mode.

[SCREENSHOT: popover showing multiple typed lines and the blue "Add N areas" button at the bottom]

The suggestion list disappears and a single blue Add N areas button appears at the bottom — N is the count of areas that will be added (already-present names are skipped, and lines you've typed twice are deduplicated).

Clicking Add N areas opens a confirmation dialog listing exactly what will be added. Click Add areas in the dialog to confirm, or Cancel to go back and edit. The popover button shows Adding… while the work is in progress — for large pastes with new typed names this can take a couple of seconds.

4. The confirmation dialog and turning it off

The confirmation dialog has a Don't show this again checkbox at the bottom. Tick it before you click Add areas and the dialog won't appear next time you do a multi-line add.

[SCREENSHOT: confirmation dialog with the "Don't show this again" checkbox visible at the bottom]

You can turn the dialog back on (or off again later) from your User Preferences:

  1. Click your name in the top-right of the BMS.
  2. Click Preferences.
  3. In the Confirmations section, tick or untick Show confirmation when adding multiple areas at once.

The same section has a separate toggle for the matching task confirmation — see Section 5.

5. Tasks work the same way

The same popover pattern is used for adding tasks to a shift area. Open a shift area's detail screen, find the Tasks section, click Add task, and you'll see a single-line search, multi-line paste, the same blue + Add and Add N tasks buttons, and the same confirmation dialog gated by Show confirmation when adding multiple tasks at once in your User Preferences.

The two workflows are intentionally identical so you don't have to learn two patterns.