In This Article:

    Shift Schedule Summary

    In This Article:

      The Shift Schedule Summary allows you to view shift schedules quickly and easily. This enables you to determine your staffing needs and fill them as necessary. For more information on configuring shift schedules please refer to the Schedule section of this manual.

      1. After entering the shifts you need to fill, go to the main menu and select Reports, Schedule and Shift Schedule Summary.

      2. The Shift Schedule Report window is displayed.

      3. Use the sliding filter at the top of the screen to select the week you wish to view.            

      4. You may change the Title and enter a Sub-Title for this report.

      5. Filter on a Location or Person by using the Location or Person button.

      6. Choose to filter the report by selecting only certain groups associated with the Location or Person and/or selecting only certain groups the “Assigned To” constituent belongs to.

      7. Select whether or not to Include Links to the constituents’ records.

      8. Select Refresh once you have all of your filters in place.

      9. The buttons in the bottom left hand corner of the screen allow you to view the results of this report in your browser, or copy, save or print the results of the report.

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