Administration
Training Videos
- ★ Administrator Training
- Creating, Generating, Editing, and Publishing Schedules
- Viewer for Schedulers
- Reports and Analytics
- Views and View Manager
- Adding New Personnel
Setup > Overview/Departments/Holidays
Setup > Personnel
- Workflow Blog: Adding New Personnel
- Video - Overview of Personnel
- Video - How to Add and Edit Personnel
- Video - How to Edit Personnel in Bulk
- Adding a New Provider
- Assigning Personnel Eligibility
Setup > Assignments/Assignment Compatibility
- Overview of Assignments Section
- Overview of Assignment Compatibility
- Adding Assignments
- Deleting/Expiring Assignments
- Making Assignment Changes in Bulk
- Video - How to Edit Assignments
Setup > Personnel/Assignment Groups
Setup > Tallies
Setup > Scheduling Rules
Accounts and Permissions
Request Manager
Schedule Manager
- Overview of Schedule Creator
- How do I create a new schedule?
- How do I change the name of a schedule?
- How do I publish a schedule?
- What are the different tools in Schedule Creator?
- How do I see which rules were violated during my schedule run? (Accessing RunStat)
View Manager
- View Manager Guide
- How do I access view manager?
- How do I navigate around View Manager?
- How do I manage or edit view access?
- How do I create a new view?
- What are the different types of views?