Schedule Items portlet
The Schedule Items portlet is available on the Staff and Client Dashboards.
note
This portlet is available only if you are licensed for the Staff Management module.
This portlet shows all of the schedule items assigned to the current staff member (Staff Dashboard) or for the selected client (Client Dashboard)
You can select a schedule item in the portlet to open the item. If you have security privileges to view the
Manage Staff
screen, you can select the title bar to jump to the Schedule Items tab of the Manage Staff
screen.Staff Dashboard only:
To request additional work, select the Assign Next in Work Queue
button. The application will assign a to-do item, project, task, or scheduled phone call to the current staff member based on the staff qualifications set for the item. The application will assign the item with the earliest start date and highest priority first.