Tallies are used for reporting and auto-scheduling in Lightning Bolt. Tallies are a
count of one or multiple assignments as they exist on any recurrence pattern you
choose. For example, a single tally could include all shifts that occur at night, all
Tuesday call assignments, etc.
How do I access my Tallies?
To navigate to the tally section from the Dashboard, click on Administration>Setup,
then click the Tallies tab.
The Tallies page will then load.
Elements of a Tally: General Settings
Name: this is the name of the tally.
Note: If the tally is a system tally the name cannot be edited.
Web Report Counting Method: this determines what is counted when a report is generated using this tally.
- Count sum of work units from each slot: This sums up the work units for each assignment scheduled from the assignments section in the tally.
- Example: If a tally had Assignment1 setup to count as 1 unit and Assignment2 setup to count as 2 units and you ran a report for one day: If only Assignment1 was scheduled a report would show a total of 1 for any given day; If only Assignment2 was scheduled a report would show a total of 2 for any given day; If Assignment1 and Assignment2 were scheduled a report would show a total of 3 for any given day.
- Count each day as units: This counts any combination of assignments scheduled in this tally as the number specified on a given day, regardless of how many assignments are scheduled
- Example: If a tally had Assignment1 setup to count as 1 unit and Assignment2 setup to count as 2 units and you ran a report for one day: If only Assignment1 was scheduled a report would show a total of 1 for any given day; If only Assignment2 was scheduled a report would show a total of 1 for any given day; If Assignment1 and Assignment2 were scheduled a report would show a total of 1 for any given day.
- Count sum of hours for each slot; all hours counted on the day the shift starts: This sums up hours for the assignment(s) listed in the tally. For shifts that cross over midnight into the next day, the total hours associated with the shift will be counted on the day the shift starts.
- Example: If a tally had Assignment1 from 8:00 AM - 9:00 AM and Assignment2 from 11:00 PM – 7:00 AM (the next day) and you ran a report for one day: If only Assignment1 was scheduled a report would show a total of 1 hour for any given day; If only Assignment2 was scheduled a report would show a total of 8 hours worked, on the day the assignment starts; If Assignment1 and Assignment2 were scheduled a report would show a total of 9 hours for any given day.
- Count sum of hours for each slot; hours past midnight count on the following day: This sums up hours for the assignment(s) listed in the tally. For shifts that cross-over midnight into the next day, the total hours associated with the shift will split in accordance with the day those hours take place on.
- Example: If a tally had Assignment1 from 8:00 AM - 9:00 AM and Assignment2 from 11:00 PM – 7:00 AM (the next day) and you ran a report for one day: If only Assignment1 was scheduled a report would show a total of 1 hour for any given day; If Assignment 2 was only scheduled so that it started at 11:00 PM on the reported day, the report would show a total of 1 hour (i.e. counting the 11:00 PM – 12:00 AM period worked on the reported day); If Assignment 2 was only scheduled so that it started at 11:00 PM on the day before the reported day, the report would show a total of 7 hours (i.e. counting the 12:00 AM – 7 AM period worked on the reported day).
Elements of a Tally: Assignments
- Assignments: define what assignments are counted in each tally.
- You can add new assignments to a tally by selecting the Add Assignment button in the Assignments Section if the tally is an administrator defined tally.
- You can delete assignments by selecting the delete link in the assignment row if the tally is an administrator defined tally.
- Recurrence Pattern: defines the specific time an assignment is counted.
- Holidays: determines if an assignment includes, excludes, or is counted only on holidays.
- Work Units: define how an assignment is counted in the tally if the Web Report Counting Method is set to Count sum of work units from each slot.
Elements of a Tally: Equalization
- Equalization From Start Date: determines if you want to look back at past schedules when equalizing.
- Yes: When auto-scheduling, the tally will be equalized from the date set in the Equalization Start Date parameter.
- No: When auto-scheduling, the tally will be equalized for the time period of your schedule.
- Note: if the Equalization Priority is set to 0, and there are no Equalization Rules using the tally, this parameter will do nothing.
- Equalization Start Date: defines how far back you want the system to equalize from.
- Note: If the Equalize from Start Date option is set to No, this field will be grayed out and un-editable.
- Equalization Priority: determines the priority of the equalized tally.
- Note: If set to 0, the tally is not being equalized within the tally. However, you can also use Scheduling Rules to equalize your shift(s).
- Threshold Max: determines the percent above the average that equalized personnel could be scheduled.
- Threshold Min: determines the percent below the average that equalized personnel could be scheduled.
- Future Requests: determines if you want to look at future requests when equalizing the tally.
- Stop at date: Sets a specific date for the system to look to when scheduling.
- Look x days: Sets a specific amount of days from the end of the scheduling period to look into the future.
- Catch-up Tally: Sets historical data that the system will use when equalizing the tally.
- FTE Percent: Sets percentages that should be used for each equalized individual when equalizing a tally.
- Equalization: Determines if a provider should be included in the equalization.
- When checked the system will equalize the provider.
- When unchecked the system will not equalize the provider.