Assignment Notes

The Assignment Notes screen displays the following information:

• The history of each shift including: date and time scheduled.
• Who scheduled the shift.
• Assignment changes, such as: shift maintenance and cancellation.

 

To view assignment notes: Hospital Staff Members

1. Sign in to Facility Scheduler.
2. In the main navigation bar, click Employees > Assignment Notes.
3. On the Assignment Notes screen, you can view information related to each entry, with the date, time and name of the person who made the entry next to the assignment.  

 

Action	Definition
Need Entered	The Need is created.
Need Released	The new Need is released.
Assign Canceled	The Assignment is canceled.
Assign Confirmed	The Assignment is confirmed. For departments that allow auto-approval of open need and shift trade requests, the Notes column will indicate if a request was auto-approved.
Assign Scheduled	The Assignment is booked.
Assign Traded	The shift that is cancelled as part of a shift trade.
Cancel Reversed	The Assignment status is changed from canceled to scheduled.
Assign Maintenance	The Assignment is changed in another way.

 

To view assignment notes: Users with assigned permissions:

1. Sign in to Facility Scheduler with your user ID.
2. In the main navigation bar, click Employees > Assignment Notes.
3. Information about each scheduled assignment displays.
4. If the shift was scheduled by someone with User access, the user's name is listed in the User column.
5. If the employee self-scheduled for the shift, the employee's 3-4 ID is listed in the User column.
6. If an employee scheduled an open need and there were comments associated with the need, the comments display in the Notes column.

 

 

 

 

 

 

 

 

 

 

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      Facility Scheduler 3.11.21.0