Assign schedule items in Schedule Items tab
Use the following steps to assign schedule items in the Schedule Items tab.
- In the Manage Staff screen, select theSchedule Itemstab.
- Select theSchedule Itemssubtab or theUrgentsubtab.
- Schedule items are marked urgent based on your user preferences. Select theExpandbutton to learn why the schedule item is considered urgent.
- To change your user preferences for scheduling, select theMorebutton in the Urgent tab, or selectSetup,User Preferences, thenSchedulingtab.
- Select a schedule item from the list.
- To determine whether a selected staff member is qualified, select theAlerticon. This symbol means that their staff qualifications don’t match the qualifications set up on the schedule item.tipYou can hover over the staff member’s name in the calendar to display staff qualifications and availability.
- To assign the selected item to a staff member, do one of the following:
- Select the item and drag it to the staff member’s calendar in the Staff Schedules pane.
- Right-click the selected schedule item and selectAssign tofrom the context menu.
noteThe schedule item won’t appear in the Staff Schedules pane unless it is scheduled or was scheduled in the past.
