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Staff management

Schedules tab overview

Use the Schedules tab to view staff schedules and assign items to staff members based on their qualifications and availability. You can find more potential work items for staff, identify urgent items for selected staff members, and reschedule work from one staff member to another.
To access the Schedules tab, select
Actions
, then
Manage Staff
 and select the
Schedules
 tab.

Staff Schedules

Select a staff member to view their scheduled items, potential work items, and urgent items.
  • Select the Day, Work Week, Week, Month, or Timeline button in the toolbar to view staff calendars.
  • The available hours for the selected staff are for the date range you specify on the Schedule Items subtab.

Schedule Items, Potential, and Urgent subtabs

The Schedule Items, Potential, and Urgent subtabs in the Staff pane list all of the schedule items that meet the specified criteria.
  • The
    Schedule Items
     subtab displays work items assigned to the selected staff member for the specified date range.
  • The
    Potential
     subtab displays unassigned work items for which the selected staff member is qualified and for the specified date range.
  • The
    Urgent
     tab displays work items assigned to the selected staff member that meet the criteria for urgency as defined in User Preferences.

Calendar Options

In the Calendar Options pane, mark the checkbox for each type of schedule item you want to display in the staff calendar.

This article applies to:

  • Product: Practice CS