How to Use the Facility Schedule Page

The Schedule Page is the place where facility users can manage all of their upcoming and past shifts, all laid out in an easy-to-use calendar. From there you can view shifts on specific dates, filter by shift status, and for those who manage multiple facilities, filter and manage one schedule at a time.

Schedule Page Features

There are several elements you’ll see on the page and the calendar:

• Date Ranges: Utilize the arrows and drop down by the month and year to find the dates you wish. You can also select up to 90 date range by selecting the first day and then the last.
• Multiple Facilities: If you are connected to multiple facilities you can select the dropdown "Showing all facilities" and select which or all you wish to view shifts at.
• Color indicators: 

  • Red Dots indicate a call to action. Dates with shifts that have unanswered requests, for example, will be marked with a red dot.

  • Gray Dots indicate that no action is necessary. Dates with shifts that have already been scheduled will be marked with a gray dot. 

• Sorting and Grouping: Facility Users can now sort and group their Shift Cards by day, license type, facility, and much more.

• Filters: Filters are now shown above Shift Cards when they are selected. You can filter by shift time, license type, and shift status. All filters can be removed with the click of a button.

• Collapsing Menus: To reduce the amount of scrolling, below the calendar you can collapse the groups (requested, scheduled, open) of shifts.

• Copying Job ID: When scrolling over the Job ID Number in the top right corner of a Shift Card, a “Copy” button appears. Clicking on this button copies the Job ID Number.

• Search Bar: The search bar allows you to search by clinician name, date, or job ID number. Currently, the search will only show results in the chosen date range.

• The year is next to the Menu icon. Tap the down arrow next to to change the year

• The month you’re viewing will be bold purple. You can tap on another month to view it

Filter Your Schedule

1. Tap Filters above the calendar on the left side

   • You can filter by Shift Status and Facilities that you are connected to

   • Shift Status filters default to include eight statuses: Open, Viewed, Requested, Scheduled, In Progress, Clinician Shift Report, Facility Shift Report, Admin Shift Report, and Completed

2. Make your filter selection; select all that apply then tap the purple check mark

   • A purple circled “x” means the choice is selected; tap to remove the filter

   • A white circled “+” means you can add it; tap to add to the filter

3. Tap Save to confirm your filters

Your calendar view will update to reflect your selected filters. The light purple boxes above the calendar will show what filters are applied.

Reset Your Filters

If you’ve changed the filters from the default settings, you can choose to reset them back to the default. If your filters are already on the default setting, you will not see a Reset button:

1. Tap Filters then select either Shift Status or Facilities

   • For Shift Status, tap Reset

   • For Facilities, first tap Selected (#), then tap Reset

2. Tap the purple check mark

3. Tap Save