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...

    Kathleen Kelly
  • Plan Tab

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

    Kathleen Kelly
  • Availability tab

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

    Kathleen Kelly
  • Equity tab and Equity table

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

    Kathleen Kelly
  • Tasks Tab

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

    Kathleen Kelly

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...

    Vicky Tremblay
  • Edit period parameters

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

    Vicky Tremblay
  • How to access planning tool

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

    Kathleen Kelly
  • 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...

    Kathleen Kelly
  • Publication of the schedule

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

    Kathleen Kelly

Scheduling Tool

  • How to assign a shift

    In the Plan tab, there are different ways to assign shifts: Drag and drop Arrows     As a planner, you ca...

    Kathleen Kelly
  • How to remove an assignment

    To remove an assignment : Click on the assignment and; Click on the red minus sign (-) next to the member'...

    Kathleen Kelly
  • How to open or close a shift

    The Tasks tab enables you to make changes to the standard task configurations.       Delete/Close To delete...

    Kathleen Kelly
  • How to assign an ineligible member

    Whether a member is eligible or ineligible to be assigned to a shift is determined when the member was adde...

    Kathleen Kelly
  • How to change the hours of a shift

    The Tasks tab enables you to make changes to the standard task configurations.     To edit a shift, click ...

    Kathleen Kelly
  • How to change the hours of the assignment

    When the hours of an assignment need to be edited without changing the actual hours of the shift. Click on ...

    Kathleen Kelly
See all 14 articles

Shift trades

  • How to approve or decline request

    1. Go to Scheduling menu 2. Select Shift Trades section 3. Go to Pending requests tab 4. You will have a...

    Vicky Tremblay
  • How to see other pending request

    1. Go to Scheduling Menu 2. Select Shift Trades 3. Click on Other requests tab 4. View all of the pendin...

    Vicky Tremblay
  • How to see pending requests needing my action

    1. Go to Scheduling menu 2. Select Shift Trades section 3. In the Pending Requests tab you will see all t...

    Vicky Tremblay
  • How to see the history of past requests

    1. Go to Scheduling menu 2. Select Shift trades Option 3. Select Requests History   4. View the transact...

    Vicky Tremblay
  • How to use the filters

    1. Go to Scheduling menu 2. Select Shift Trades section 3. Three filter options are available to use inde...

    Vicky Tremblay
  • How to search

    Kathleen Kelly
See all 7 articles

Absences

  • Absence categories Blocking or Preference

    Ability to determine for each category of absences whether it is Blocking or Preference type. 1. In the con...

    Vicky Tremblay
  • Absences Management permissions

        Group planners can edit the Absences Management permissions and settings through the Absences sectio...

    Vicky Tremblay
  • How to generate absence reports

    1. Go to Scheduling menu 2. Select the Absences section 3. Select Reports tab 4. By default, you will se...

    Vicky Tremblay
  • How to create absence limits

    1. Go to Scheduling menu 2. Select Absences section 3. Select Limits tab   4. If your group already has ...

    Vicky Tremblay
  • How to manage Absences Categories

    1.Go to Scheduling menu 2. Select Absences section 3. Select Categories tab 4. List of absence categorie...

    Vicky Tremblay
  • How to allow/block absence entry

    1. Go to the Scheduling menu, in the Periods section. If you have planning permissions for many scheduling ...

    Kathleen Kelly

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 ...

    Vicky Tremblay
  • Members and teams

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

    Vicky Tremblay
  • Teams management

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

    Vicky Tremblay

Shifts

  • Shifts

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

    Kathleen Kelly
  • Create a shift

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

    Kathleen Kelly
  • Edit a shift

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

    Kathleen Kelly
  • Delete a shift

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

    Kathleen Kelly
  • How to modify the display order of a Shift

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

    Kathleen Kelly
  • Configuration

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

    Kathleen Kelly
See all 8 articles

Settings

  • Group settings

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

    Vicky Tremblay