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, choose Actions > Manage Staff and go to the Schedules tab.
Staff Schedules
Select a staff member in the upper pane to display their scheduled items, potential work items, and urgent items in the lower pane.
- Select the Day, Work Week, Week, Month, or Timeline button in the toolbar to specify how you want to view the 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 shows work items assigned to the selected staff member for the specified date range
- The Potential subtab shows unassigned work items for which the selected staff member is qualified and for the specified date range
- The Urgent tab shows work items assigned to the selected staff member that meet the criteria for urgency as defined in user preferences.
note
The Urgent tab appears only if you have enabled it 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.
note
Marking the
Outlook Appointments
or Outlook Tasks
checkbox may affect performance. You may want to clear these checkboxes whenever you do not need to see these Outlook items.