Setting up Qualifiers
Purpose
- To explain how to set up Qualifiers in the Scheduling Module.
GOOD TO KNOW: Qualifiers are used to define personnel for call shifts and for filling assignments.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module.
Video
Directions
1. Click on Personnel>Setup.
2. Click on Qualifiers.
3. Here you can:
- Change the position of a qualifier by selecting the four arrows.
- Edit a qualifier by selecting the pencil.
- Delete a qualifier by selecting the trashcan.
4. Click on Add Qualifier.
5. Type in the Qualifier Name.
6. Type in the short code. This is what appears next to a individuals name on the Shift Board.
7. Check Show on Shift Board if you want the qualifier to appear on the shift board.
8. Choose a color to be associated with the qualifier.
9. Click on Manage Users.
10. Clickon the people you would like to add to the qualifier and select the right arrow.
11. Click on Save.
12. Click on Save when you are done completing the steps above.
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