Scheduling tool - Introduction

  • Scheduling tool - Introduction

    The scheduling tool is used to plan schedules; one period at a time. Before a period is published, work don...

  • Plan Tab

    The Plan tab is where tasks are manually assigned to the group's resources. Work Plan Assignments Task spli...

  • Availability tab

    The Availability  tab enables you to visualize how many physicians are available for a specific task on a g...

  • Equity tab and Equity table

    Equity counters let you plan fair schedules.   Tab Table Types Values           Equity Tab   The Equity se...

  • Tasks Tab

    The Tasks tab enables you to make changes to the standard shift configurations for specific needs. To take ...

Periods

  • Period List

    The list of periods has been revised to improve the visual and to be able to better track the status of the...

  • Edit period parameters

      Via the list of periods, , it is possible  to access the edition of period parameters. 1. To access the e...

  • How to access the planning tool

    1. To access the planning tool, select the Scheduling menu and the option Periods   2. If you are the plan...

  • How to create a new period

    From the toolbar, go to the Scheduling section.  If you are a member of more than one group, select the gr...

  • Publication of the schedule

    The planning stages are over and the schedule is complete. To share it with the members of your group, you ...

Scheduling Tool

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Shift trades

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Absences

Equity

Members

Skills and Teams

  • Members and skills

    This module lets the scheduler manage the skills of the members, of whom can do what.      ACCESS 1. Go to ...

  • Members and teams

    The grid in the Members and Teams tab of the Skills section allows for the mass management of members belon...

  • Teams management

    Self-service team management allows you to create teams, delete teams, manage members, and tasks that shoul...

Shifts

  • Shifts

    Shift management Scheduling product; If you are a member of more than one group, select the correct group ...

  • Create a shift

    Scheduling product; If you are a member of more than one group, select the correct group at the top of the...

  • Edit a shift

    For details of the different concepts found in this article, please see the article Create a shift. Here's ...

  • Delete a shift

    For details of the different concepts found in this article, please see the article Create a shift. Here's ...

  • Display sequence

    The shift display sequence corresponds to the display order in the scheduling tool and in the group calenda...

  • Configuration

    Scheduling product; If you are a member of more than one group, select the correct group at the top of the...

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Settings

  • Group settings

    Access scheduling group settings via the Scheduling menu. Go to the settings section   To modify them, cl...