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Description: In this topic, the user will learn how to create availability templates for supervisor review.
Role Required: Employee (base user)
Permission Required: N/A
You are able to create availability templates in DCI so that your supervisor knows when you are available to work. To create a new availability template:
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*Please note: Templates can be created for up to 13 weeks in length and are for a set of days that
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have the same availability
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. For example, if
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the user is only available from 6 AM to 6 PM on weekdays, but is available all day on weekends,
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two different availability templates must be created.
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Templates must be renewed when they have reached their end date. Changes can be made to pending, published, and approved templates. If an approved template is edited, it must be re-published for supervisor review.
Role Required: Employee (base user)
Permission Required: N/A
Create an Availability Template
- Log in to DCI
- Click Availability on the submenu
- Click Actions
- Select Create Template from the drop-down menu
- Complete the Create Template form wizard
- Template Name: Create a name for the template (e.g., Jennifer Smith Q3)
- Time: Select the start time
- To: Select the end time
- If different days have different start and/or end times, a separate template must be created.
- Date: Select the date the template begins
- To: Select the date the template ends
- Days: Check the days of the week for the template
- Click Save and Yes to confirm
- Click Publish
- Repeat to create templates for other time frames on other days of the week
Edit an Availability Template
Make changes to the
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template by changing individual entries, or editing the entire template.
- To change an individual day, right-click on the entry.
- Click “edit” Edit to edit the start and end times
- Click Save and time.
- Make the desired changes, then click Save On the confirmation window, click Yes to apply to just this individual entry. Click “Yes Yes to All” All to apply to all entries on the same day of the week.
- Click “edit” Edit to edit the start and end times
- Click “delete” Delete to delete the entry from the template.
- On the confirmation window, click “Yes” Click Yes to apply to delete just this the individual entry . Click “Yes to All” or click Yes to All to delete all entries on the same day of the week.
The schedule status has changed to Published.
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After supervisor
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review, it will turn green if
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approved and red if
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rejected
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Availability templates can be created for up to 13 weeks and must be renewed when they have reached their end date. Changes can be made to pending, published, and approved templates. If you edit an approved template, it will need to be re-published for supervisor approval.
Click the video below to launch the video player in a new tab.
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