Staff Schedule Summary portlet
The
Staff Schedule Summary
portlet is available on the Firm
dashboard.note
This portlet is available only if you are licensed for the
Staff Management
module.This portlet provides a quick overview of staff target work hours, assigned hours, and available hours for the specified date range.
- Select theShow Optionsbutton
to display the date range and filter fields, or right-click the portlet and choose Show Optionsfrom the context menu.- Select a date range from the dropdown list, or selectCustom Date Range, and then select the beginning/ending dates for the date range you want to review.
- To filter the portlet by staff information, select an item from theFilterdropdown list, or select theMorebutton
to create a custom filter.
- Select theField Chooserbutton
to display the Field Chooser, and mark or clear the checkboxes for the columns you want to show or hide in the portlet. - Select the title bar to open the Schedules tab of theManage Staffscreen.
note
When you turn on security permissions for a portlet on the
Security Groups
screen, Practice CS may also give permissions to view the data available in the portlet. Conversely, removing permissions for viewing data may also remove permissions for related portlets. Consult the Privileges changed
pane on the Security Groups
screen to review all permission changes that are triggered by enabling access to a portlet.
For this portlet, if no permissions are already enabled for the following security options, full permissions will be enabled.
If your firm has multiple offices, you may want to rescind permissions to information for other offices.
