Schedule Board - Interface and Navigation

This article provides an overview of the different elements in the Schedule Calendar View. We will cover the following topics:

  • Schedule Board Interface
  • Filter shift by specific state
  • Participant / Staff View
  • Jump to a specific date Range
  • Switch Calendar View
  • Copy Multiple Shift
  • Add Shift
  • Statuses of shift

Schedule Board Interface 

The Schedule Board is an essential tool for managing and organizing employee work schedules efficiently.

Filter shift by specific state

By default, it is set to "All," displaying Shift from all states. Clicking on the dropdown reveals a list of States. Where You can Choose a specific Location to display Shifts only for the chosen State.

Participant / Staff View

You can view the schedule based on the Participant and staff perspective. 

This toggle button allows users to switch between Participant View and Staff View.

  • Participant View: The Participant View is designed to display shifts based on participants. Lists participants on the left panel and Displays assigned shifts on the right for each participant.  
  • Staff View: The Staff View focuses on the staff members and their assigned shifts. Lists staff members on the left panel. Displays assigned shifts for each staff member. 

Jump to Specific date Range

You can click the Date box to select a specific day. 

Note that you can cycle through subsequent and previous days, weeks, or fortnights based on your view with the prev and next button, next to the date selection box. 

Switch Calendar View

The Scheduler defaults to the 3 Days view but allows you to switch to the Week or Fortnight Views. Click on the '3 Days View' box to open the dropdown menu and select your preferred layout.

 

Add Shift

Click on the + Button to create a new shift.

This will open a form where you can select participants, choose the service item, specify the shift date, start time, and end time, and allocate an employee to the shift that is needed to create an shift.

Statuses of shift

Shift status plays a crucial role in workforce management by indicating the current state of a scheduled shift.

To learn more About Shift Status , Click Here

 

 


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