Page History

...

1. Log in to personal profile
2. Click Scheduling on the main menu
3. Click Group Services on the submenu
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's 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 “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 to pick up) will appear in light red
   5. Unpublished Change will appear in green
   6. Deleted Unpublished Change will appear in bright red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 To view details
    2. Edit: to To edit the entry
    3. Delete: to To delete the entry

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

...