Access: Users assigned the Reports - Staffing Exceptions permission. The following roles are assigned this permission by default: Director, Sr. Leader, Facility Administrator, Performance Improvement Labor.
On occasion, staffing levels may need to deviate from the department’s staffing grid levels due to patient acuity levels or staff availability. Regardless of the reason, facility leadership or a designee should be alerted of the deviation, have an opportunity to review the proposed staffing levels, and approve or deny the request.
The Staffing Exception feature introduces a defined workflow for submitting, reviewing, and dis positioning staffing exception requests. Staffers with assigned permissions can initiate requests from either the department schedule or daily roster.
Create Staffing Exception Request from the Daily Roster
Staffing exception requests list department skills, as defined in the department staffing grid, and current staffing levels (scheduled, target, and difference). The Staffer can request an exception for a specific skill or all skills, add an explanatory note, and submit the request for review and approval.
Staffing Exception Request Form
Designated reviewers will be notified of exception requests by email and can access staffing exception requests from the Requests > Staffing Exceptions screen. From this screen, the designee can filter and view pending, approved, denied, returned and withdrawn requests.
Submitted requests include staffing data from the time the request was submitted as well as current real-time staffing levels. Reviewers may enter notes, approve, deny, or request additional information about the exception. Staffers will receive notifications when their request is approved, denied. or when additional information is requested.
Staffing Exception Approval Screen
A Staffing Exceptions Report has been added to the Schedule Quality section of the Browse Reports screen. This report aggregates staffing exception data by date, facility, and department.
Example Staffing Exceptions Report
Staffing Exceptions - Approve, Deny, Return
Staffing Exceptions - Returned Request
Facility Scheduler 3.11.14.0