Auto Scheduling
Auto Scheduling is a tool available within the Utility Drawer on the scheduling dashboard. Auto Scheduling allows you to create a series of shifts that exist in the same pattern. You can control when these shifts automatically appear on the schedule without your input and when they are scheduled for. To learn about using the Auto Scheduling tool, follow the instructions below.
- Navigate to the Scheduling Dashboard through Menu>Scheduling>Scheduling Dashboard or through the quick link on the main page. As well as Menu>Scheduling>Auto Scheduling to take you there directly.
- Click on the Utility Drawer icon and select the Auto Scheduling tool.
This will open the Auto Scheduling form. It shows the current routinely scheduled shifts that are already automatically scheduled. Tip: To view the rules of auto-scheduling, click the plus sign next to Cardinal Rules.
- Click the pencil icon to create a new routinely auto-scheduled shift. This will open a form with multiple sections, including Creation Schedule, Participants, Days and Times, and Notes.
- Creation Schedule - Contains information about when the shifts will automatically be scheduled within the system. The Routine field asks about the scheduling routine. The first value is how often the automatic scheduling will occur, and the value after the comma is how far the scheduling will be done in advance (example: One month at a time, three months in advance). The rest of the fields in this section are optional. Hover over the i icon to view information about fields.
- Participant - Contains information about which caregivers and clients the auto-scheduling will be applied to. It also contains fields about the fees and wages.
- Days and Times and Notes - Contain information about the days and times of the shifts and any notes that should accompany them.
- After all sections are filled out, click Save to complete the auto-scheduling rule.
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