Shift Start and End Addresses
See attached PDF tip sheet for information on shift start and end addresses.
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Shift History
Viewing the Shift History on the Scheduling Dashboard can provide useful insight regarding a shift. Here are some tips with navigating the Shift History, as well as, some use cases. To navigate to the Shift History, go to the Scheduling Dashboard > ...
How to Create, Apply, Change, and Remove Shift Tags
How to Create, Apply, Change, and Remove Shift Tags Creating Shift Tags: Access Scheduling Dashboard Menu>Scheduling>Scheduling Dashboard Add the Shift Tag Section if not already showing to the side of the Dashboard Do this by clicking the Utility ...
Cancel Shift & Convert to Open Shift
If a client/caregiver needs to cancel a shift, follow the steps below on how to cancel a shift: Access the Scheduling Dashboard. Menu>Scheduling>Scheduling Dashboard Locate the shift the is needing to be canceled, and click on it. Find the option ...
Creating Shift Templates
A shift template can be used when creating a shift via Quick shifts and Create Shifts. This process makes it easy and faster when scheduling the same type of shifts needed regularly concerning clients and other aspects of the shift. 1. To create ...
Deleting Shift Tags
Deleting Shift Tags: Shift tags are used to reference situations on certain shifts. To a delete a shift tag you are not utilizing follow the below steps. Access the Shift Tag shelf in the Scheduling Dashboard. Select the shift tag you would like to ...