A navigation option under the Facility Scheduler Help menu called Forms Library opens a page in a new browser tab that displays a list of linked forms used for bulk uploads and data management. Assigned permissions control access to this menu option.
The list of forms and the forms themselves can be updated at any time by contacting the HWS helpdesk.
Permission: Users assigned the Forms Library permission.
Access: The following roles are assigned this permission by default: Administrator, Administrator 2, Facility Administrator, Facility Coordinator, Director with Staffing Office, Director, Director 2, Manager, House Supervisor, Senior Leader, Scheduler, PI Labor Corporate Administrator, and Tiered Scheduling Administrator.
Navigation: Help > Forms Library
Sign in to Facility Scheduler as a user assigned the Forms Library permission.
Click Help > Forms Library.
The Forms Library screen opens in a new tab displaying document links.
Navigation Forms Library
Click a link.
Microsoft Word documents open in Word.
Microsoft Excel documents download and display as a button near the bottom of the screen. Click the button to open the file.
Click the Button to Open the Form in Microsoft Excel
All forms open in Protected Mode.
To edit the form, click Enable Editing.
To save the form, click the Save icon or File > Save. A popup will direct you to Enable Saving.
You may send the form link to any user for completion. If they have the link, they can open, edit, and save the form, regardless of their assigned permissions.
On the Forms Library screen, right-click on a link.
Select the Copy Link Address option.
Paste the copied URL into an email, document, or Teams message.
Facility Scheduler 3.11.14.0