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Assign schedule items in Schedule Items tab

Use the following steps to assign schedule items in the Schedule Items tab.
  1. In the Manage Staff screen, select the
    Schedule Items
     tab.
  2. Select the
    Schedule Items
     subtab or the
    Urgent
     subtab.
    • Schedule items are marked urgent based on your user preferences. Select the
      Expand
       button to learn why the schedule item is considered urgent.
    • To change your user preferences for scheduling, select the
      More
      button in the Urgent tab, or select
      Setup
      ,
      User Preferences
      , then
      Scheduling
       tab.
  3. Select a schedule item from the list.
  4. To determine whether a selected staff member is qualified, select the
    Alert
     icon. This symbol means that their staff qualifications don’t match the qualifications set up on the schedule item.
  5. To assign the selected item to a staff member, do one of the following:
    • Select the item and drag it to the staff member’s calendar in the Staff Schedules pane.
    • Right-click the selected schedule item and select
      Assign to
       from the context menu.

This article applies to:

  • Product: Practice CS