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.

About the Schedule Page

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

• The light purple box(es) in the top left show what filters are applied

• Your filters are located to the left above your calendar

  • Note: See below for how to filter

• 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

• On the calendar itself, you’ll see a few different elements:

  • An empty purple circle indicates today’s date

  • A solid purple circle indicates the day you’ve selected

  • A red dot below the date means that there is a shift on that date that needs your attention, such as a shift with open requests to review or a shift report to complete

  • A gray dot below the date means that there is a shift on that date but it does not need attention; it's either completed, scheduled, or waiting on someone else

  • No dot means there are no shifts on that date

• Below the calendar you’ll see the Shift Cards for the date you have selected

  • You can see the time, license, facility name, and shift status

  • If the shift is scheduled, you’ll see the scheduled clinician

  • If the shift is requested by one clinician, you’ll that clinician

  • If the shift is requested by multiple clinicians, you’ll see purple circles with each clinician’s initials

  • If the shift is requested, you can tap “Manage Request” to review the clinician(s)

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