Review the current tallies for any Job, any Day Type, for any or all Providers, at any time by using this Report. 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 in "layers".
After running Scheduling Assistant, fine tune your schedule by reviewing the "spread" of assignments in Year View with guidance from the Current Tally about who needs more or less of which assignment.
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!
Select the Job for which you need to check a Tally. Select a Start Date and End Date if different from the defaults of the current year. Enter a Note in the Notes Window if this is a publishable report that you want others to read. Click on "Next" to produce the Tally Report or "Tally Box" in the next screen.
From the next Tally Report screen, you can select different settings if you want to see Tallies for different Jobs or different Start and End Dates. Use the print function of your Browser to directly print any Tally you create on-screen..
Select a different Job, Start Date or End Date at the bottom of the Tally Box, then type in any desired note that you want to appear in a printed report. Click on "Update" to recalculate and display the new Report.
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.
