Shift Board Settings

Shift Board Settings

Purpose

  1. To explain the Shift Board settings in the Scheduling Module. 

Video 


Directions 

1. Click on Scheduling > Setup.





2. The first thing you will see is the ability to adjust the Display Settings. 
  • You can determine what view you want to see on the Shift Board under the Board Views. 
  • You can choose between 2,3,4,5,6 day view. 


The first thing you will see is the ability to adjust the Display Settings.



3. Next is the Shift Board Options. You can choose between:
  • Rotation by Default.
    • This is a good option when you are setting up the Shift Board assignments. It ensures that you are always defaulting to Rotation. 
  • Single Day by Default. 
    • This is good for when you have set the individuals to their assignments. 





4. Users can sign up for vacancies on the shiftboard that they have the qualifiers for. You can also require those sign-ups to have admin approval to allow them to fill the vacancy. 


Users can sign up for vacancies on the shiftboard that they have the qualifiers for. You can also require those sign-ups to have admin approval to allow them to fill the vacancy.



5. Finally, you can:
  • Validate past, present and future dates.
  • Indicate non minimum positions in gray.
    • Any non-minimum positions will appear in gray.
  • Update of Personnel Record.
    • This allows for automatic update of associated fields within the personnel record.
  • Auto-Validate Shift board.
    • You can set after how many days the shift board will auto validate.
  • Ignore qualifiers on Shift board.
    • You have the ability to toggle on or off a warning that appears when you place a user in a position that they do not hold a qualifier for.
  • Lock Time Frame
    • This will keep a user's normally scheduled time by default.
      • i.e. Jan is scheduled from 9-5, but I move her to a 24-hour spot. She will remain 9-5 in the move by default but can be extended to the full 24 manually. 

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