Reports: Reports and Tallies Overview
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Review the current tallies for any Job, Day Type, or any and all Providers, at any time by using these Reports. Each tally is time-stamped and provided with a note area if this is a publishable report that you want others to read. Although it can be formally printed up as static report, the assignment Tally, or "Tally Box" is more likely to benefit you on the fly as you develop your schedule.
  • Use the guidance from the Current Tally about who needs more or less of which assignment.
  • Use the All Jobs Tally to compair several job tallies at once.
  • Use the Holiday Tally to help choose the person "due" for a Holiday call.

Many schedulers perfect the Scheduling Assistant results with Manual Scheduling adjustments after scheduling each Job, focusing on those Day Types that are painful regarding the particular Job (usually weekends). This helps prevent the compounding of even minor imperfections as you go from one Job to another. The Tally Box provides on the fly guidance for Manual Scheduling adjustments.

Directions!

After running Scheduling Assistant, fine tune your schedule by reviewing the "spread" of assignments in Year View with guidance from the Tallies about who needs more or less of which assignment. Access the tallies via the navigation at the top, third icon from the left,and select the tally you would like to use.

Tip: If your report does not fit on one page in portrait format, choose landscape format for your printer settings if you are printing the Tally. If you have many Providers in your call group, the report may scroll to more than one page. You can also copy/paste the tallies into "Word" for further formating if needed prior to printing.

Last Update: 08.12.2004

 
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