Edit Needs

Users: access level to edit needs is based on assigned roles and permissions.

To edit needs: 

1. Click the Open Needs>Browse Needs tab to open the Browse Needs page.
2. On the Browse Needs sub menu, click Edit Needs.
   
   
   
3. To view the Need that you want to edit, click the Change Filter button to open the Need Filter page, enter search criteria, and click Save to view this need on the Browse Needs screen.
4. On the Edit Needs page, select a scheduled cell. A blue highlight fills the selected cell and also the cell under the Skill column where the name of the skill appears, such as: RN.
   
   
   
5. There are three ways to edit a need:
   1. Shift Code +TAB
   2. CTRL+Click
   3. ENTER.

 

1. Shift Code + TAB	2. CTRL+Click	3. ENTER Key
Type the shift code into a selected cell and press the TAB key. The shift code appears in the cell: all caps and un-bold.   Summary totals increase based on how much productivity that shift accounts for during the Summary.   Summary background color changes based on the number of scheduled shifts vs. targeted shifts.       Red: scheduled < targeted White:  scheduled = targeted Yellow: scheduled > targeted.	Click the Shift list and select a productive shift. Hold down the CTRL key and click an unscheduled cell. The shift code appears in the cell: all caps and un-bold.   Summary totals increase based on how much productivity that shift accounts for during the Summary.   Summary background color changes based on the number of scheduled shifts vs. targeted shifts.	Click the Shift list and select a productive shift. Click an unscheduled cell and press the ENTER key. The shift code appears in the cell: all caps and un-bold.   Summary totals increase based on how much productivity that shift accounts for during the Summary.   Summary background color changes based on the number of scheduled shifts vs. targeted shifts.

 

 

 

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      Facility Scheduler 3.11.13.0