Manual Scheduling: Speed Entry - Add/Delete Info
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The Manual Scheduler screen offers several functions. Choose the Manual Scheduler from its top icon bar submenu, then Month View, or Complete, depending on which view you need.
  • Month View takes you to the current calendar month's schedule displaying only Jobs.
  • Month View - Complete takes you to the currrent calender displaying Jobs and Days Off in the same view.

You can schedule a whole day of jobs with just one "submit" from either Manual Month Views, and the Manual Year View.

Directions!

Assign a Provider to a calendar day by clicking on the date number in the upper left corner of the appropriate date box. 

A new window will pop open in front of the calendar. The jobs and corresponding providers are listed with call-jobs grouped at the top, work-jobs grouped at the bottom. If a provider is already assigned to a job, the name is displayed in the dropdown menu.

You can use this window to schedule two ways:

  1. To schedule a group of jobs on a single day, choose the correct Provider for each job and click "schedule" to finalize your choices, or

  2. To see the list of available and unavailable providers while scheduling, select the job name to be scheduled (Main Call-Weekday for example). A list of Available Providers will appear to choose from, (you can over-ride the suggested folks, and choose from the Unavailable Providers if you wish). Click on the correct provider to finalize your choice.

The flags shown next to the job names are for special use with the Scheduling Assistant. Click on the flag to have it posted on the calendar date. Remove it the same way you posted it. See the Scheduling Assistant section for use of this special feature. Flags can also be used to simply "mark" a job you want to fill later manually.

After you make your selection, the window closes, the calendar refreshes. Repeat the process until all your scheduling is done. Remove any of the pop-up screens by clicking on the red "x" in the upper right corner.

To remove a Provider from a scheduled assignment, click on their initials (screen name). 

To schedule a different Provider for a previously scheduled date, just repeat the scheduling procedure above, but choose the newer Provider for the appropriate Job, then click on “Schedule”. You do not have to Unschedule the original Provider first.

Last Update: 08.10.2004

 
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