Choosing the Manual Scheduler from its top icon bar submenu, then Month View - Complete takes you to the currrent calender displaying Jobs and Days Off in the same view. This view is the most commonly used one for assigning Providers to Jobs and making swaps.
- DayOff Types appear on the calender in italics. They are for viewing only! To make changes regarding Day Off information, use the Manual Schedule DayOff calenders.
- Holidays are clearly marked to help prevent scheduling errors.
- Filters for Jobs, Providers, and DaysOff are available to temporarily "hide" information as you work on the schedule.
- A Highlight Filter is available to temporarily color Providers as you work on the schedule.
- The Day View Icon is in the upper right corner of each date box. This feature allows you to add a note to any day on your calender, and choose whether it prints with the schedule.
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:
- 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
- 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.
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.
Schedule each of a long string (Range) of dates for a Provider by clicking on the Range box in the upper left. Choose the correct date range in the next screen then proceed as above to assign the correct Job and Provider.
To create a custom note for a given day, click on the Day View icon in the upper right corner of the appropriate date box. Click on "Add a Note" in the next pop-up window, then follow directions in the next screen, then click on Save to finalize the note, or Cancel if you change your mind.
Tip: To schedule a string of dates for a Provider, the Year View may also be used. Click on "Year View" in the upper left corner of the month, or navigate to it via the navigation icons across the top of the screen.
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