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- Log in to personal profile
- Click Scheduling on the main menu
- Click Group Services on the submenu
- Search for the group service by using the filters and click the Search button
- Click Select the group service by clicking anywhere in the results group services row to open the Group Service Services Details page
- Create the Employee Schedule by clicking the Employee Schedule tab
- Creating entries on this tab will automatically create the client schedule
- All employees with an active service account for the specified program will be listed in the left header column of the schedule table
- To create a new schedule, use the calendar or arrow icons to go to the desired week or click the Actions button, then click New Schedule to display the next blank week's schedule.
- To use the same schedule as the previous week , click the Copy icon
- Select the week you want to copy from the drop-down and click Ok
- Click Yes on the confirmation alert window to confirm
- To create a new schedule shift, click the Blank Cell on the day of the shift to open the Schedule form wizard
- Complete the Schedule form wizard
- Employee Name
- EVV Location
- Day
- Start Time
- End Time
- Select the clients for the group service
- Note
- Reminder: Enter the numeric value (minutes, hours, days, or weeks)
- Reminder Type: Select Minutes, Hours, Days, or Weeks from the drop-down
- To use the same schedule as the previous week , click the Copy icon
- Click Schedule
- You cannot schedule an employee at the same time that the employee is already scheduled somewhere elseAn employee cannot be double-booked. To see an employee’s full schedule, return to the Scheduling Module home page and click Employees on the sidebarsubmenu.You cannot schedule a client at the same time that the client is already scheduled somewhere else
- A client cannot be double-booked. To see a client’s full schedule, return to the Scheduling Module home page and click Clients on the sidebarsubmenu.
- Shifts cannot be scheduled if the authorization has expired
- Click Save on the confirmation alert window to confirm
- Repeat until the schedule is complete for all services.
- Copy entries by dragging and dropping to them into a new cell and update the schedule form wizard as necessary
- Click Publish
- Review exceptions and make changes as needed
- Click Publish on the review exceptions window
- Repeat until the schedule is complete for all services.
- Click the Client Schedule tab to see the Client Schedule
- You Entries cannot create entries be created on the Client Schedule tab
- The Client Schedule is automatically created as you create schedule entries are created on the Employee Schedule tab
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- Log in to personal profile
- Click Scheduling on the main menu
- Click Group Services on the submenu
- Search for the group service by using the filters and click the Search button
- Click Select the group service by clicking anywhere in the results group services row to open the Group Service Services Details page
- The Group Services Schedule builder has two scheduling tabs:
- Employee Schedule
- All employees with an active service account for the specified program will be listed in the left header column of the schedule table
- The number of consumed weekly hours, scheduled weekly hours, and max available weekly hours will appear under each employee's name.
- If you do not see the employee you wish to schedule, verify that they have an active service account.
- Client Schedule
- Lists all clients who have an active service account for the Group Services Programgroup services program
- Clients will be listed once per service code
- Employee Schedule
- The default view is a weekly view. To view an hourly view of one day, click “Day” Day or “Today” Today to go to today’s schedule. To return to the Week view, click Week.
- You can easily Easily navigate to other weeks by using the arrows or the calendar icon
- Each shift will display start and end time, total hours, and client initials for the group service
- Scheduled Shifts (published) will appear in light blue
- On Call Shifts (residential and day program only) will appear in dark blue
- Offered Shifts will appear in yellow
- My Offered Shifts (shifts you have offered for others to pick up) will appear in light red
- Unpublished Change will appear in green
- Deleted Unpublished Change will appear in bright red
- There are several tools available to quickly make changes to your schedule
- Click the Trash icon to clear the current schedule
- Click the Copy icon to copy the schedule from the previous week
- Click the Printer icon to print the schedule
- Right-click on any schedule entry and select:
- View: To view details
- Edit:To edit the entry
- Delete:To delete the entry
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