Creating Daily Roster Department Groups

Access: Users assigned the Charge role and higher may view the daily roster. 

You can create Department Groups for use in the Daily Roster filter. Groups allow you to quickly choose a group of related or frequently viewed departments for the selected date range and/or Shift Summary Time.

The default sort order of departments is by department code; however, you can assign a priority sort order when creating your groups.

To create a Department Group:

1. On the main menu, click Daily Roster to view the Daily Roster Filter screen.
2. In the filter table, click the plus icon to add a group.
   
   
   
   
3. Enter a Group Name in the box and click OK. The Group Name you created now appears in the Group list. 
   
   
   
4. Select a Facility from the drop-down list.
5. Click the Add link for each department you wish to include in the group.
6. Selected departments display below the facility department list.
7. Priority sort order is automatically applied as departments are added to the group. The sort order can be changed by typing new numbers in the Sort field.
8. Click the Remove link to remove a department from the group.
9. Click the Save icon next to the Group drop-down field to save the department group.
10. Click the red X to delete a department group.  

To edit a department group:

1. Select the group from the drop-down list.
2. The departments associated with the group display.
3. Click the Add and Remove links to edit the departments within the group.
4. Click the Save icon next to the Group drop-down field to save your changes.  

 

Additional Information

Viewing the Daily Roster

Viewing the Daily Roster by Department Group

Printing the Daily Roste

 

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      Facility Scheduler 3.11.17.0