Scheduling

Petal now offers the ability for planners to offer shifts on Marketplace. Marketplace is a centralized loca...

Petal is offering a new feature that will control the addition of new members within large hospital institu...

You can customize the color of shifts in your group calendars. Although shifts have a default color, you ca...

Customize your personal calendar to highlight information that is important to you. In the side menu, sele...

  Use calendar synchronization to view your Petal calendar events on a third-party calendar such as an Appl...

You can trade shifts with your colleagues. Ask colleagues to take your shifts in exchange for taking their ...

You can transfer shifts to your colleagues. In the side menu, select Calendars . Your calendar opens. In M...

Depending on your group configuration and permissions, you can assign yourself to certain shifts. In the s...

To offer more support to physicians, group planners can delegate certain administrative tasks, such as sche...

A group calendar organizes and manages schedules for all group members in one central location, promoting b...

You can personalize your group calendar to see pertinent information.  In the side menu, select Calendars ...

A group calendar organizes and manages schedules for all group members in one central location.You can add ...

A group calendar organizes and manages schedules for all group members in one central location.You can add ...

A group calendar organizes and manages schedules for all group members in one central location.Transfer shi...

Adding members to a group is a crucial step in creating schedules. Note: Adding new members might impact yo...

If the member still has not activated the account after receiving the initial email, it is possible to send...

If your hospital institution has implemented the New external member creation restriction feature, only des...

This article applies to hospital institutions that have deployed the New external members creation permissi...

Modify information for a member to ensure accuracy and completeness of the member's profile. For example, u...

Scheduling start and end dates indicate the period in which members are active and can accept shifts. From...

Submit an absence to your group planner by adding the absence to your calendar. In the side menu, select C...

Save time by adding several absences to your calendar at once. In the side menu, select Calendars . Your c...

With the necessary permissions, you can add absences in the group calendar for other members. In the side ...

If you change your mind about an absence, you can cancel it and remove it from the calendar, even if the pl...

Save time by removing several absences from your calendar at once. In the side menu, select Calendars . Yo...

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

Collecting the absences and availabilities of health care professionals is a fundamental step in making a h...

To modify existing absences categories for your group or to create new ones, follow the steps below.  F...

Absence limits help ensure adequate coverage. They also allow planners to manage absences centrally to main...

To configure the period of time during which absence entry is allowed for a period, follow the steps below....

To configure the absences approval permissions for the group members, follow the steps below.  For each...

In this document we show how to add contact information on the web application and the mobile application. ...

Users in your contact list are members of groups you are a part of. These groups can be a hospital departme...

In the Contacts section, it is possible to filter your contact list in order to navigate more efficiently. ...

Distribution lists are a great way to improve and accelerate your work. They let you select a group of pred...

After you created a new distribution list from the Contacts section, you can share them with your colleague...

Organize documents that you would like to share with your group in folders. In the side menu, select Docum...

You can manage your documents and folders. While individual documents are limited to a maximum size of 50 M...

Managing your files effectively sometimes means removing outdated or unnecessary documents. You can delete ...

You can restore a document or file that you deleted. In the side menu, select Documents . The Documents pa...

The Hour report provides detailed information about shifts that healthcare professionals completed within a...

The Hour Report provides detailed insights into the shifts that the healthcare professionals completed  ove...

To generate absence reports for your group, follow the steps below.  Petal allows to generate and expor...

1. Go to Scheduling menu 2. Select the scheduling group for which you want to generate the group report, i...

Planners can offer Shortage shifts on Marketplace. Once a planner offers a shift on Marketplace, eligible m...

To transfer one of your shifts to another physician, follow-up on the transfer or withdraw it, follow the s...

To trade one of your shifts with another physician, follow-up on the trade offer or withdraw it, follow the...

To accept a shift transfer or trade from a colleague in the situations described here, follow the steps bel...

To accept a shift on the marketplace in the situations described here, follow the steps below. The of...

To view all shift transfers and trades offered by your colleagues including on the marketplace, follow the ...

You are a member physician and you are ready to use the open shift functionality.   To visualize open or sh...

To customize the groups calendar's display to enable the display of open shifts, follow the steps below. Pr...

To view the open shifts in the groups's calendar, follow the steps below. Prerequisites Connect to Portal...

To take on an open shift, follow the steps below. Prerequisites Connect to Portal with a member’s profile...

To view pending requests after a self-assignment of an open shift (add shift, exchange or transfer shift), ...

To view assigned shifts on calendars (group calendar, my calendar) after a self-assignment of an open shift...

Watch these videos to learn more about the general features : Complete tour of the mobile app Complete tou...

How to transfer a shift to a colleague on the mobile app   It is possible to transfer a shift to one or man...

Users that have been assigned to a shift can offer it on the marketplace for trade and/or transfer.  To acc...

How the offer a shift on the marketplace on the mobile app video   When a shift is offered on the Marketpla...

It is possible to access your shift trade requests history since your registration to PetalMD. You can acce...

The list of periods is used to track the status of the periods and the progress of their planning.   1. The...

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

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

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

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

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

To receive and view notifications for open shifts or shortage shifts by email, follow the instructions belo...

To assign members to shortage or open shifts, follow the steps below. Prerequisites Connect to Portal wit...

As a planner, you can assign yourself on an open or shortage shift. Follow the steps below.   Prerequisites...

To view the assigned shifts on the group schedule  (initially open or shortage shifts), follow the steps be...

  To print the group schedule including the open or shortage shifts, follow the configuration steps. Prereq...

To create a new shift for a calendar group, follow the steps below. To address your group’s planning sc...

To modify a shift or to delete it (some restrictions apply), follow the steps below. If there are any as...

To configure shifts properties for a group, follow the steps below. . For each calendar group, it is po...

To configure the blocking of two shifts between them (simple or daily blocking), follow the steps below. ...

To view and approve all the absences requests for your group, follow the steps below.  For group planne...

To manage Scheduling notifications for your group, follow the steps below.  Scheduling notifications P...

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

You are a planner and you are ready to use the open shift functionality.   To visualize all open or shortag...

To enable group members to visualize and self-assign an open or shortage shift, follow the configuration st...

To customize my group calendar's display to include the open or shortage shifts, follow the configuration s...

To view the open shifts in your Group's calendar, follow the steps below. Prerequisites Connect to Portal...

Add a new member to your group 1. From the Scheduling section, access the Members section     2. Click on A...

1. Click on the Scheduling menu, and on the Members and teams option   2. In the members' list, click on t...

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

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

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

For groups that accumulate equity values from period to period (cumulative counters), this step allows you ...

This document provides list of self-serve options for regular members and planners.     1. Subjects for reg...

  Here are the steps to complete to clear your browser cache and perform a "Hard Reload":   1) Open the Pet...