Select schedule items to display
To select which schedule items to display in the Manage Staff screen, follow these steps.
note
- Schedule items are displayed if their target or scheduled dates fall within the date range you specify.
- When you select a schedule item from theSchedule Itemssubtab, the calendar will move to that day and highlight the item for the earliest calendar entry that is not expired.
- When you select an entry on the calendar, the corresponding schedule item will be highlighted in the Schedule Items grid if it is in the date range of items you have selected.
- SelectActionsthenManage Staff.
- Select theAssignments,Schedule, orSchedule Itemstab.
- Select theSchedule Itemssubtab.
- Select a timeframe from the dropdown list.
- Select theDown arrowbutton and select a date or date range from the calendar.
- Mark one of the following checkboxes to narrow down the list of schedule items:
- Open only: Displays only the schedule items that are not completed, canceled, or past the end date/time
- Unassigned only: Displays only the schedule items that don’t have any staff assigned yetnoteThis checkbox is not available on the Schedules tab.
- Unscheduled hours only: Displays only the schedule items that still have hours that need to be scheduled.When all 3 checkboxes are marked, the list includes only open items that are either unassigned or unscheduled.
- You can also narrow the list of schedule items by using theSearchandFilterfields.
