Scheduling
What's New
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New External Members Creation Restriction
Petal is offering a new feature that will control the addition of new members within large hospital institu...
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Open Shifts Functionality
The newly introduced Open Shifts functionality allows to visualize, in the group calendar displaye...
Troubleshooting
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Member and Planner Self-Serve Subjects
This document provides list of self-serve options for regular members and planners. 1. Subjects for reg...
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Hard Reload / Clear Cache
Here are the steps to complete to clear your browser cache and perform a "Hard Reload": 1) Open the Pet...
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How do I allow notifications from Petal app in do not disturb mode on iOS 15?
1-Go to the settings app. 2-Focus 3-Do not disturb 4-Authorized notifications 5-Add an authoriz...
Regular users & Admins - Setting my profile
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I forgot my password
To reset your password: 1. Click on the link Forgot password 2. Write down your email and click on Cont...
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How to access my profile
How to modify your profile on the mobile app (video) To access your profile, click on your initials or pic...
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How to change my password
To change your password: 1. Access your Profile and click on Connection information 2. Input the pas...
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How to change my email
Your email is necessary to log in to PetalMD. It needs to be written the exact same way you wrote it when y...
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How to change the language
Here is how to change the language in which the platform is displayed: 1. Access your profile by clicki...
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How to maintain your account phone numbers
Entering phone number s in PetalMD may have various usage. 1. To enter it, the member must go to his profil...
Regular users & Admins - Managing My Calendar
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How to change display settings
Personalize your personal calendar display by configuring tabs located at the top right of your screen. ...
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iOS Synchronization Alternatives
Calendar Goal iPhones currently do not correctly handle ICS files. Consequently, this tutorial proposes a ...
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Calendar sync settings for iPhone, iPad or Mac (CalDAV)
Objective This article will help you to optimally synchronize your calendar with an iPhone, an iPad or a Ma...
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How to trade or transfer a shift
It is possible to exchange or transfer a shift to one of your colleagues through PetalMD's calendar. Shift ...
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How to synchronize my calendar
Synchronization from Petal to an external calendar is possible with: Apple Calendar Google Agenda Microso...
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How to add or remove multiple shifts
Add multiple shifts at a time 1. Go to the Calendar menu 2. Click on Manage shifts at the top of your ...
Regular users & Admins - Managing my documents
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How to recover a deleted document
To recover a deleted document: 1. Go in the section Documents 2. Click on Deleted documents 3. Select ...
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How to create a folder
In order to organize the documents you would like to share with your group, you can create different folder...
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How to add a document
Note: - The maximum size of a single document allowed is 50MB - There is no limit to the number of document...
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How to delete a document
Each user can delete the documents and files they have created. The administrators also have special permis...
Regular users & Admins - Managing my Group calendar
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Administrative staff - permissions
Authorized administrative staff can make changes to the schedule This option is designed to allow authorize...
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How to change display settings
Personalize your group calendar display through options located at the top right of your calendar. 1. By...
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How to access group schedules
Group calendars allow you to see tasks that were assign to you for a specific group, as well as tasks that ...
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How to access the view by physician
The view by member allows you to have a global overview of all tasks assigned to your colleagues. After hav...
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SHIFTS view
To access a group's calendar, displayed by shifts : Click on the calendar icon. Select the group to be dis...
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How to access the monthly view
The calendar monthly view allow you to display all of your colleagues tasks for a specific month. After hav...
Regular users & Admins - Managing my contacts
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How to add Contact Information
In this document we show how to add contact information on the web application and the mobile application. ...
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Who is in my contact list?
Users in your contact list are members of groups you are a part of. These groups can be a hospital departme...
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How to filter contacts
In the Contacts section, it is possible to filter your contact list in order to navigate more efficiently. ...
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How to create a new distribution list
Distribution lists are a great way to improve and accelerate your work. They let you select a group of pred...
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How to share a distribution list
After you created a new distribution list from the Contacts section, you can share them with your colleague...
Regular users & Admins - Managing absences
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How to add an absence
How to enter an absence on the mobile app (video) It is possible to submit an absence to your group plann...
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How to remove an absence
It is possible to remove an absence, even when it has been approved. There are 2 ways to achieve this: 1)...
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How to add multiple absences
You can add several absences at a time, whether they are consecutive or not. You have two options : A. ...
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Add and Remove Multiple Absences
Members with the necessary permissions can now add and delete absences for other members in multiple mode. ...
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How to remove / add absences group members by an administrative member
1- Where to find the function A- Schedule management section B- Select Group Calendar 2-Select the right...
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How to track my absence limits
1. Go to the Calendar menu 2. Click on My absences 3. Click on the Limits tab 4. Limits are created by y...
Regular users & Admins - Managing my shift transfers and trades
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Transferring a shift to another physician
To transfer one of your shifts to another physician, follow-up on the transfer or withdraw it, follow the s...
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Trading a shift with another physician
To trade one of your shifts with another physician, follow-up on the trade offer or withdraw it, follow the...
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Offering a shift on the marketplace
To offer one of your shifts on the marketplace to all of your group members, follow-up on the offer or wit...
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Accepting a shift transfer or trade
To accept a shift transfer or trade from a colleague in the situations described here, follow the steps bel...
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Accepting a shift on the marketplace
To accept a shift on the marketplace in the situations described here, follow the steps below. The of...
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Viewing shift offers and trades
To view all shift transfers and trades offered by your colleagues including on the marketplace, follow the ...
Regular users & Admins - Using the Open Shifts functionality (Member)
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Using the open shift functionality as a member physician
You are a member physician and you are ready to use the open shift functionality. To visualize open or sh...
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Customizing my Group calendar's display to show open shifts
To customize the groups calendar's display to enable the display of open shifts, follow the steps below. Pr...
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Viewing the open or shortage shifts in my group’s calendar
To view the open shifts in the groups's calendar, follow the steps below. Prerequisites Connect to Portal...
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Taking on the shortage or open shifts
To take on an open shift, follow the steps below. Prerequisites Connect to Portal with a member’s profile...
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Viewing pending requests after self-assigment of open shifts
To view pending requests after a self-assignment of an open shift (add shift, exchange or transfer shift), ...
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Viewing assigned open shifts on my calendars
To view assigned shifts on calendars (group calendar, my calendar) after a self-assignment of an open shift...
Regular users & Admins - Others
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PetalMD Introduction - Doctors and regular users
Watch these videos to learn more about the general features : Complete tour of the mobile app Complete tou...
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How to transfer a shift
How to transfer a shift to a colleague on the mobile app It is possible to transfer a shift to one or man...
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How to access Marketplace offerings
Users that have been assigned to a shift can offer it on the marketplace for trade and/or transfer. To acc...
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How to offer/accept a shift on the marketplace
How the offer a shift on the marketplace on the mobile app video When a shift is offered on the Marketpla...
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How to view my shift trade request history
It is possible to access your shift trade requests history since your registration to PetalMD. You can acce...
Planners - Planning a schedule for a period
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Viewing the Period List
The list of periods is used to track the status of the periods and the progress of their planning. 1. The...
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Accessing the Planning tool
1. To access the planning tool, select the Scheduling menu and the option Periods 2. If you are the plan...
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Planning tool - Introduction
The scheduling tool is used to plan schedules; one period at a time. Before a period is published, work don...
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Planning Tool- Plan Tab Overview
The Plan tab is where tasks are manually assigned to the group's resources. Work Plan Assignments Task spli...
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Planning Tool- Tasks Tab Overview
The Tasks tab enables you to make changes to the standard shift configurations for specific needs. To take ...
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Planning Tool- Equity Tab Overview
Equity counters let you plan fair schedules. Tab Table Types Values Equity Tab The Equity s...
Planners - Using the Open Shifts functionality
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Receiving the shortage or open shifts notifications by email
To receive and view notifications for open shifts or shortage shifts by email, follow the instructions belo...
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Assigning members to shortage or open shifts
To assign members to shortage or open shifts, follow the steps below. Prerequisites Connect to Portal wit...
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Assigning yourself (Planner) on shortage or open shifts
As a planner, you can assign yourself on an open or shortage shift. Follow the steps below. Prerequisites...
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Viewing open shifts after being assigned on the group calendar
To view the assigned shifts on the group schedule (initially open or shortage shifts), follow the steps be...
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Printing the group schedule including the open or shortage shifts
To print the group schedule including the open or shortage shifts, follow the configuration steps. Prereq...
Planners - Managing the group's members
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Identifying members with permission to add new external members in your group
To identify the members who have the permission to create new external members in your group, follow the st...
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Adding Members to a schedule group
To add members to a schedule group or reinvite members that have not responded, follow the steps below. ...
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Adding new members to your group (with new members creation restriction activated)
To add new members to your group, follow the steps below. This article is only applicable to hospital...
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Modifying members in a schedule group
To modify members' configuration in a schedule group, follow the steps below. Conditions to be able to ...
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Removing a member from a schedule group
To remove a member from a group (temporarily or definitively), follow the steps below. Conditions to be...
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Configuring skills for members
To configure skills for members of a group, follow the steps below. Skills define the shifts on which ...
Planners - Configuring the group's absences
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Configuring absences categories for your group
To modify existing absences categories for your group or to create new ones, follow the steps below. F...
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Configuring absences' limits for the group
To modify existing absences' limits for your group or to create new ones, follow the steps below. For ...
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Configuring absence entry blocking
To configure the period of time during which absence entry is allowed for a period, follow the steps below....
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Configuring absences approval permissions for the group members
To configure the absences approval permissions for the group members, follow the steps below. For each...
Planners - Configuring the shifts for a group
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Creating a new shift for calendar group
To create a new shift for a calendar group, follow the steps below. To address your group’s planning sc...
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Editing or deleting a shift for a group
To modify a shift or to delete it (some restrictions apply), follow the steps below. If there are any as...
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Configuring shifts properties for a group
To configure shifts properties for a group, follow the steps below. . For each calendar group, it is po...
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Configuring shift blocking for a group
To configure the blocking of two shifts between them (simple or daily blocking), follow the steps below. ...
Planners - Managing approvals for my team
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Following up on your team's absences requests
To view and approve all the absences requests for your group, follow the steps below. For group planne...
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Managing Scheduling notifications
To manage Scheduling notifications for your group, follow the steps below. Scheduling notifications P...
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Following-up on your team's shift transactions
1. Go to Scheduling menu 2. Select Shift Trades section 3. Go to Pending requests tab 4. You will have a...
Planners - Generating reports
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Generating absence reports for your group members
To generate absence reports for your group, follow the steps below. Petal allows to generate and expor...
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Generating the Equity group report
1. Go to Scheduling menu 2. Select the scheduling group for which you want to generate the group report, i...
Planners - Other
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Using the open shifts feature as a planner
You are a planner and you are ready to use the open shift functionality. To visualize all open or shortag...
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Configuring shifts to enable self-assignment of open or shortage shifts by members
To enable group members to visualize and self-assign an open or shortage shift, follow the configuration st...
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Customizing my Group calendar's display to show open shifts
To customize my group calendar's display to include the open or shortage shifts, follow the configuration s...
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Viewing the shortage or open shifts in my group’s calendar
To view the open shifts in your Group's calendar, follow the steps below. Prerequisites Connect to Portal...
For Support
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Add or remove a member
Add a new member to your group 1. From the Scheduling section, access the Members section 2. Click on A...
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Change the settings of a member
1. Click on the Scheduling menu, and on the Members and teams option 2. In the members' list, click on t...
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Create a shift
Scheduling product; If you are a member of more than one group, select the correct group at the top of th...
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Edit a shift
For details of the different concepts found in this article, please see the article Create a shift. Here's ...
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Absences Management permissions
Group planners can edit the Absences Management permissions and settings through the Absences sectio...
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How to import values from previous periods
For groups that accumulate equity values from period to period (cumulative counters), this step allows you ...