Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Log in to personal profile
  2. Click Scheduling on the main menu
  3. Click Day Programs on the submenu
  4. Search for the day program by typing the name in the search filter
  5. Click Search 
  6. Click anywhere on the row of the day program to open the Day Program Details page
  7. The Day Program Schedule builder has two scheduling tabs:
    1. Clients Schedule
      1. All clients with an active service account for the day program will be listed in the Clients column
      2. Clients will be listed once per service code
      3. There are several numbers listed on each service code. Hover over each to learn more.
        1. The first number is consumed weekly hours, which is the total of all pending and approved punches for the service code for the week. 
        2. The second number is scheduled weekly hours, which is the total hours of the saved shifts for the week. 
        3. The third and fourth numbers are the daily maximum and maximum available weekly hours, which are both set on the authorization. A warning will populate if a user attempts to schedule over the maximum available daily or weekly hours.
      4. Hover over the “i icon to see more authorization details, including the authorization end date and the remaining balance. Schedule entries will be prohibited beyond the end date or that exceed the remaining balance. 
    2. Employees Schedule
      1. This tab includes an hourly view of the number of required employees compared to the number of scheduled employees. Click the Select Day drop-down to change the day of the week to view the information for a different day.
        1. Required Employees number will be updated when the Client Schedule is published
        2. Scheduled Employees updates as new shift entries are added to the schedule
      2. All employees with an active service account for the day program will be listed in the Employees column
      3. The number of consumed weekly hours, scheduled weekly hours, and maximum weekly hours will appear under each employee's name.
      4. If a particular employee is not visible, verify they have an active service account
  8. The default view is a weekly view. To view an hourly view of one day, click the Day button or click the Today button to navigate to today’s schedule. To return to the week view, click the Week button.
  9. Navigate to other weeks by using the arrows or the calendar icon
  10. On the Employee Schedule tab, each shift will display the 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. Unpublished Changes will appear in green
    5. Deleted Unpublished Changes will appear in bright red
  11. There are several tools available to quickly make changes to the schedule
    1. Click the Trash icon to clear the current schedule
    2. Click the Copy icon to copy the schedule from a previous week
    3. Click the Printer icon to print the schedule
  12. Right-click on any schedule entry and select:
    1. View
    2. Edit
    3. Delete

...