Description: The Group Services Schedule Builder allows the supervisor to create a schedule specifically for a chosen Group Services Program. The Group Services Program Schedule Builder has two tabs: Employees Schedules and Clients Schedules. All employees and clients with an active service account for that program will be listed on the corresponding tab. As the Employees Schedule is created, the Clients Schedule will automatically build based on employee shifts.

Role Required: Supervisor, Superuser

Permission Required: N/A

Create New Group Services Program Schedule

  1. Log in to your personal profile
  2. Click Scheduling on the main menu
  3. Click Group Services on the sub menu
  4. Search for the group service by using the filters and click the Search button
  5. Select the group service by clicking anywhere in the results row to open the Group Service Details page
  6. First create the Employee Schedule by clicking the Employee Schedule tab
    1. Creating entries on this tab will automatically create the client schedule
    2. All employees with an active service account for the specified program will be listed in the left header column of the schedule table
  7. To create a new schedule, use the calendar or arrow icons to go to the desired week or click the Actions button, click New Schedule to display the next blank week schedule
    1. To use the same schedule as the previous week, click the Copy icon
      1. Select the week you want to copy from the drop and click Ok
      2. Click Yes on the confirmation alert window
    2. To create a new schedule shift, click the Blank Cell on the day you wish to create a shift for to open the Schedule form wizard
      1. Complete the Schedule form Wizard
      2. Employee Name
      3. EVV Location
      4. Day
      5. Start Time
      6. End Time
      7. Select the clients for the group service
      8. Note
      9. Reminder: Enter the numeric value (minutes, hours, days or weeks)
      10. Reminder Type: Select Minutes, Hours, Days or Weeks from the drop down
  8. Click Schedule
    1. You cannot schedule an employee at the same time that the employee is already scheduled somewhere else. To see an employee’s full schedule, go back to the Scheduling Module home page and click Employees on the sidebar.
    2. You cannot schedule a client at the same time that the client is already scheduled somewhere else. To see a client’s full schedule, go back to the Scheduling Module home page and click Clients on the sidebar.
    3. Shifts cannot be scheduled if the authorization has expired
  9. Click Save on the confirmation alert window
  10. Repeat until schedule is complete for all services.
    1. Copy entries by dragging and dropping to a new cell and update the schedule form wizard as necessary
  11. Click Publish
  12. Review exceptions and make changes as needed
  13. Click Publish on the review exceptions window
  14. Repeat until schedule is complete for all services.
  15. Click the Client Schedule tab to see the Client Schedule
    1. You cannot create entries on the Client Schedule tab
    2. The Client Schedule is automatically created as you create schedule entries on the Employee Schedule tab

View Group Services Schedule

  1. Log in to your personal profile
  2. Click Scheduling on the main menu
  3. Click Group Services on the sub menu
  4. Search for the group service by using the filters and click the Search button
  5. Select the group service by clicking anywhere in the results row to open the Group Service Details page
  6. The Group Services Schedule builder has two scheduling tabs:
    1. Employee Schedule
      1. All employees with an active service account for the specified program will be listed in the left header column of the schedule table
      2. The number of consumed weekly hours, scheduled weekly hours, and max available weekly hours will appear under each employee name
      3. If you do not see the employee you wish to schedule, verify that they have an active service account
    2. Client Schedule
      1. Lists all clients who have an active service account for the Group Services Program
      2. Clients will be listed once per service code
  7. The default view is a weekly view. To view an hourly view of one day, click “Day” or click “Today” to go to today’s schedule. To return to the Week view, click Week.
  8. You can easily navigate to other weeks by using the arrows or the calendar icon
  9. Each shift will display start and end time, total hours and client initials for the group service
    1. Scheduled Shifts (published) will appear in light blue
    2. On Call Shifts (residential and day program only) will appear in dark blue
    3. Offered Shifts will appear in yellow
    4. My Offered Shifts (shifts you have offered for others pick up) will appear in light red
    5. Unpublished Change will appear in green
    6. Deleted Unpublished Change will appear is bright red
  10. There are several tools available to quickly make changes to your schedule
    1. Click the Trash icon to clear the current schedule
    2. Click the Copy icon to copy the schedule from the previous week
    3. Click the Printer icon to print the schedule
  11. Right-click on any schedule entry and select:
    1. View: to view details
    2. Edit: to edit the entry
    3. Delete: to delete the entry

Click the video below to launch the video player in a new tab.