You can schedule a whole day of jobs with just one "submit" from Manual Year View. However, please note that you can view only one Job at a time (a year at a time) from this interface. Schedulers are encouraged to proof their work via the Manual Schedule Complete View.
Directions!
Assign a Provider to a calendar day by clicking on the date number in 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.
- If you use this method, the calender will refresh to the same Provider-Job view as you are currently using.
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). A Provider appears as Unavailable if he/she is:
- Already working that day
- Does not have that particular Job in his/her Job List
- The Provider is on a DayOff type (ex. vacation)
- Click on the correct provider to finalize your choice.
- If you use this method, the calendar refreshes to the new Provider- Current Job view.
Repeat your chosen process until all your scheduling is done.
To remove a Provider altogether from a scheduled assignment, click on "Unschedule" in the upper right corner, or use the Manual Month view.
To schedule a different Provider for a previously scheduled assignment, just choose the newer Provider for the appropriate Job in the dropdown list discussed above, then click on “Schedule”. You do not have to Unschedule the original Provider first.
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