Schedule Personnel
- Cathy Allison
The personnel schedule tab is how you assign users to a specific schedule.
Like the Schedule Active Log, personnel are scheduled for a specific length of time. Users can also be assigned to blocks, under the Block Setup tab, and then the blocks are brought over into the schedule.
The search criteria include the unit, the schedule, the employee, and the block. Once a block is selected, it will display the date range it is set for.
Results appear in the list below.
Personnel schedules can be deleted without opening them, by clicking on the red X. Deleting a personnel schedule has no effect on other parts of the system.
Click n the "+ Schedule Personnel" button to open the window.
The Save and Add Another button will keep the Unit and Schedule intact, to facilitate quickly adding all the personnel assigned to the unit for the given date range.
Block: (Legacy data, not required) Imports the date range from a pre-created Block under the Blocks tab
Unit: The unit that the schedule belongs to. Loads the schedule list below.
Schedule: The list of schedules associated with the unit
Date Range: The date that the personnel will appear on the schedule.
Employee: The name of the person who will be added to the schedule.
Role: The role this person will perform on the schedule, e.g. "Technician #1" or "Faculty #4"
Personnel appear on the Hospital Schedule Screen at the top of each assigned schedule column.
Their schedule role and user name appear under the info dot to clarify their purpose on the schedule.
See the Schedule Screen in the User's Guide for more information.
