Browse Facilities

Users: access is based on user roles and permissions.

 

1)     Click Facilities to open the Browse Facilities page.

 

 

The Browse Facilities page opens.

 

 

2)     Click the name of your facility to open the View Facility General Info page for this facility.

 

 

3)     Click the Edit button to open the Edit Facility page.

 

 

4)     In the Prior Days Editable (number of days for the current date that a user can go back and edit the schedule) box, type a number between 0 and 30 days.

 

 

5)     Click Save.

 

 

Edit Facility Page

 

The new setting for Prior Days Editable is applied to the entire facility, including the Schedule, and the Daily Roster.

 

 

Terminology – Facility Edit page

 

Co. Id.

Unit number.

 

Facility

Facility.

 

Weekend Start Day

Day the    

weekend

starts.

 

Weekend Start Time

Time the

weekend

starts.

 

Weekend End Day

Day the weekend

ends.

 

Weekend End Time

Time the weekend

ends.

Default

Schedule

Date.

First Schedule Start Date

When the Department is built to begin using.

 

Day In Schedule

How many days of the schedule.

 

 

Prior Days Editable

Number of days for the current date that a user can go back and edit the schedule.

Default Schedule

 

Format Type    

of view.

Schedule Format

Segments typically setup for 2 week periods.

 

Time Zone

Time zone.

 

Allow Needs to be released automatically?

Ability to release needs automatically.

Use of Metric

Ability to turn on or off the Schedule Quality Metrics functionality.

 

Dual Sign off Enabled

Two-Level Schedule Approvals for Posting: Dual Signoff Enabled.

 

Scheduling excellence requires that schedules meet certain metric scores as close as possible. If a schedule meets the designated metric criteria, the schedule can be posted by the person creating the schedule.

If the metric scores are outside the designated criteria limits, then the schedule must be reviewed by a second person and either approved or rejected.

Because of this change, schedules are now independent of each other. Posting one schedule no longer moves future schedules into the Plan Sheet Phase and no longer posts previously un-posted schedules.

 

For details about Schedule Metric Auto Post Thresholds, see the heading “Defining Facility Settings for Schedule Metric Auto Post Thresholds” under the section Administration – Facility Settings.

 

Enable Import from Time/Attend

Flags to turn on or off the importing and exporting of data to interface systems.

 

 

Enable Export to Time/Attend

Flags to turn on or off the importing and exporting of data to interface systems

.

Exclude Exempt Employees from Time/Attend. Export

Flags to turn on or off the importing and exporting of data to interface systems.

 

Enable Import & Export to ISAS

Flags to turn on or off the importing and exporting of data to interface systems.

 

Pay Period Start Date

 

The original setup of the department pay period date.

 

Pay Period Duration

Length of a pay period.

 

1.0 FTE equals

 

Defines a FTE.

Custom Fields

 

Allows users to define what fields appear on the schedule page.

 

Credential Tracking Status

Option to keep track of credentials.

 

Days Before Credential Expires to Block/Warn.

 

Option for warning credentials.

 

Facility Prefix

Prefix of the facility

 

 

The page opens to the View Facility page.