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Role Required: Super User, Supervisor
Permission Required: N/A
Create New Residential Program Schedule
- Log in to personal profile
- Click Scheduling on the main menu
- Click Residential Programs on the submenu
- Search for the program by using the filters and click Search
- Click anywhere in the program row to open the Residential Program Details page
- If the number of hours to be scheduled is different than the default hours:
- Click Actions
- Select Set Required # of Hours from the drop-down menu
- Enter the number of hours to be scheduled for the week, then click Save.
- 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 to copy from the drop-down and click Ok
- Click Yes to confirm
- To create a new schedule shift, click the Blank Cell on the day to create a shift to open the Schedule form wizard.
- Complete the Schedule form wizard
- Employee Name
- EVV Location
- Day
- Start Time
- End Time
- Note
- OnCall: Checkbox if this is an on call shift (only for residential programs)
- Critical: Checkbox if you want the shift to be marked as critical
- 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
- Please Note: An employee cannot be double-booked. To see an employee’s full schedule, return to the Scheduling Module home page and click Employees on the submenu.
- Click Save on the confirmation alert window
- Repeat until the schedule is complete
- Copy entries by dragging and dropping them into a new cell
- Click Publish
- Review exceptions and make changes as needed
- Click Publish on the exceptions window
- The schedule will be visible to employees after it is published
- Changes can be made to the schedule by right-clicking on individual entries. Re-publish the schedule for the employee to see the changes.
View Residential Program Schedule
- Log in to personal profile
- Click Scheduling on the main menu
- Click Program (Residential or Parenting)Programs on the submenu
- Search for the program by using the filters and click Search
- Click anywhere in the program row to open the Residential Program Details page
- 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.
- 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.
- Easily navigate to other weeks by using the arrows or the calendar icon
- Each shift will display start and end times and total hours
- 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 the 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 deletethe entry
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