Nurse Scheduling
Web - General information
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Nurse Scheduling Overview
Nurse Scheduling is an online platform that manages assigned schedules across roles, departments and locati...
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Nurse - Planner
You are a Nurse - Planner and you are ready to use Nurse Scheduling Petal Web application for planning and ...
Web - Configuring your Settings
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Setting up your administrator account
To setup your administrator account, follow the steps below. You need to have received an invitation t...
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Resetting your password
To reset your password, follow the steps below. Steps 1. Navigate to the Login page. 2. Click on Forgot P...
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Adding an administrator
To add an administrator, follow the steps below. Multiple administrators will allow you to manage multi...
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Editing or deactivating an administrator
To modify an administrator information or deactivate the account, follow the steps below. An administra...
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Adding or modifying positions
To add or modify positions, follow the steps below. Before creating a new position, you need to create...
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Adding or modifying locations
To add or edit locations to manage, follow the steps below. You can have permissions to access and man...
Web - Managing your Team
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Inviting a team member to the platform by email
To add individual team members to the platform, follow the steps below. Individual users will be sent ...
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Inviting your team to the platform (via spreadsheet)
To add team members to the platform (e.g. adding a new department/team, after a job fair, upon initial set ...
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Adding members with no access to mobile phones to your team
To add a team members who does not have access to a smartphone, the member needs to be flagged as a "Non-Ap...
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Deactivating a team member
To deactivate a team member, i.e. which is no longer part of the team, follow the steps below. By deac...
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Configuring Team Members' Ranking
To configure the team members' ranking, i.e. according to seniority rules, follow the steps below. Rank...
Web - Managing your Team's Schedule
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Configuring Availability
To configure the Availability feature, follow the steps below. Availability By turning on the Availabil...
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Configuring the schedule settings
To configure the default scheduling settings, follow the steps below. Default settings can be configur...
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Configuring Callout parameters
To configure the callout parameters, follow the steps below. You can configure how open shifts are call...
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Creating a master schedule template
To create and apply a master schedule template, follow the steps below. Master schedule templates can ...
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Publishing a schedule
To publish a schedule, follow the steps below. All shifts are drafts while you are building your schedu...
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Printing or exporting your team schedule
To print or export your team schedule to make it available to staff outside the platform, follow the steps ...
Web - Managing Shifts
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Viewing shifts for your team
To view all of your team members shifts whether they are Upcoming or Completed shifts, follow the steps bel...
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Creating and assigning shifts
To create shifts and assign them to one or more of your team members, follow the steps below. Steps 1. Se...
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Creating open shifts (and Callouts)
To create an open shift, follow the instructions below. When you create an open shift, as soon as it is...
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Requesting a team member to fill a shift
To request a team member to fill a shift, follow the steps below. When you request a specific healthca...
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Editing or canceling a shift
To edit or cancel a shift, follow the steps below. Only an admin or a scheduler can delete a shift. A ...
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Releasing a team member from a shift
To release a team member from a shift, follow the steps below. Only an admin or a scheduler can releas...
Web - Communicating with your team
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Initiating a conversation with a team member
To communicate with your team members and administrators at your location using one of the available option...
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Initiating a group chat with your team
To communicate with your team members and administrators at your location using one of the available option...
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Initiating a broadcast with your team
To communicate with your team members and administrators at your location using one of the available option...
Mobile - General information
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Nurse - Team Member
You are a Nurse - Team Member and you are ready to use Nurse Scheduling Petal Mobile application to view an...
Mobile - Setting up your App
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Installing, updating or getting Help with Petal for Nurses App
Installing Petal app 1. When you are added to a tam by your manager, you receive an invite to download the ...
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Setting your Profile
To setup your personal details on Petal app, follow the steps below. Steps 1. From the botton menu, click...
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Uploading your vaccination record- Option not activated
To upload your vaccination records, follow the steps below. Steps 1. From the bottom menu, click on the M...
Mobile - Managing your Schedule from the App
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Submitting your Availability
To submit your Availability, follow the steps below. You only have the option to submit your availabili...
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Viewing your Schedule
To view your schedule, follow the steps below. You schedule is assigned to you by your planner via the ...
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Viewing Available Jobs
To apply filters to view the shifts you are interested in, follow the steps below. The app home page is...
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Accepting a shift
To accept shifts that are offered to you or that are open shifts, follow the steps below. The app home ...
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Clocking In/Out for your shifts
To Clock In or Clock Out for your shift, follow the steps below. All smart phones users (IPhone or A...
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Viewing your Job History
To view a record of all the shifts that you've worked in the past, follow the steps below. Steps 1. From ...