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How do I fill/remove a slot on my schedule?

Fill a slot

As an administrator, you may need to make changes to your schedule after it is published out to your whole group.

Once in Viewer, you will be able to access the fill option by clicking on the orange edit button, shown below, located at the bottom right corner of the browser. The grey toolbar, also shown below, will then appear at the bottom of the screen.

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Next, click on the Create Fill option. The pop-up window shown below will open.

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In the pop-up window that appears, choose the date, personnel, and assignment you would like to fill in.
NOTE: Multiple dates, personnel and/or assignments can be filled in at once.

In the example below, I have chosen to fill Dr.H and Dr.I in the assignment 'Backup' on 06/02/18 and 06/03/18.

When you click on the Date option, the window below will open up. This is where you will select one/multiple dates that you would like to fill. After having selected the desired dates, click on the green checkbox on the bottom to go back to the previous window. Click on a highlighted date if you wish to deselect that date.

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When you click on the Personnel option, the window below will open up. This is where you will select one/multiple personnel that you would like to fill for the date selected in the previous step. After having selected the desired personnel, click on the checkbox on the top right corner to go back to the previous window. Click on a highlighted personnel if you wish to deselect that personnel.

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When you click on the Assignments option, the window below will open up. This is where you will select one/multiple assignments that you would like to fill for the date(s) and personnel selected in the previous steps. After having selected the desired assignment(s), click on the checkbox on the top right corner to go back to the previous window. Click on a highlighted personnel if you wish to deselect that personnel.

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Once you are done, the fill window will give you a preview of all the slots that will be filled. The fill window for our example is shown below.

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Confirm the dates, personnel, and assignments listed in the preview section.
If your permissions allow you to do so, you can add a note, change the default shift time, add a shift reason, or even add an extra slot to the shift (by using the Add Demand checkbox).
Finally, confirm your choices by hitting the green Submit button.

The schedule will then update to reflect your changes.

 

Remove a slot

As an administrator, you may need to make changes to your schedule after it is published out to your whole group.

Once in Viewer, you will be able to access the remove option by clicking on the orange edit button, shown below, located at the bottom right corner of the browser. The grey toolbar, also shown below, will then appear at the bottom of the screen.

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Next, you will select any assignments you would like to remove by click that slot on the schedule. This will highlight those cells in black as shown below.

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Doing this will unlock the remove option in the toolbar.
Click on the Remove option. The pop-up window shown below will open.

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Confirm the dates, personnel, and assignments listed in the remove window.
Finally, hit the green Submit button and the schedule will then update to reflect your changes.

 

 

 

 

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