Shift Board Overview: 7 Day View

Shift Board Overview: 7 Day View

Purpose

  1. To provide an overview of the 7 Day view on the Shift Board. 

Video 



Directions

1. Click on Scheduling> Shift Board.





2. Click on 7 Days.


Click on 7 Days.



3. The upper left hand corner has several useful features: 
  1. The expand collapse button allows you to expand all assignments.
  2. The collapse button allows all vacancies to be hidden on the schedule.
  3. The search feature allows you to search for:
    1. User.
    2. Qualifier
    3. Rank
    4. Group
    5. District





4. Clicking on the calendar allows you to jump ahead either days, months, or years. You can also use the blue arrows to go day by day without selecting the Calendar. 


Clicking on the calendar allows you to jump ahead either days, months, or years. You can also use the blue arrows to go day by day without selecting the Calendar.



5. Boards are like a quick saved view to filter down what assignments you see. If you don't have any boards, you can select the x Items next to it and filter out which assignments you don't want to see. 


Boards are like a quick saved view to filter down what assignments you see. If you don't have any boards, you can select the x Items next to it and filter out which assignments you don't want to see.



6. There are many colors associated with the 7 day view. 
  • At the top are the rotations working for the day, and their associated colors.
  • The individuals work type (the red bar).
  • The individuals name.
  • The individuals associated groups.
  • The individuals rotation (The yellow, orange, purple dot).


There are many colors associated with the 7 day view.



7. To be able to make adjustments to a users work schedule, the plus sign must be clicked for each assignment.


To be able to make adjustments to a users work schedule, the plus sign must be clicked for each assignment.



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