Staffing Exceptions - Returned Requests

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.

 

When a staffing exception is created, designated members of facility leadership are notified by email. A designee can then review the request(s) and make a decision whether to accept or deny a staffing exception. The designee may also return the staffing exception to the requester if they require additional information.  

When the reviewer returns a staffing exception request, the original requester will be notified. The requester may respond by providing additional information or withdraw the request.

To respond to a returned request:

  1. When a staffing exception request is returned, the original requester will be notified by email.  
  2. The requester can access the Exception Request Approval form from either:
    1. The department schedule screen by right clicking on the shift summary period and choosing Update Exception.

      Update Staffing Exception Request from the Department Schedule.

    2. The daily roster by clicking the Staffing Exception link for the shift summary period.   

      Update Returned Staffing Exception Request from the Daily Roster

  3. On the Request Exception Approval form, add additional comments or information in the Notes field.
  4. Click Update to save your notes and notify facility leadership or the designee.

 

Respond to Returned Exception Request

At times, patient census or staffing levels may change and a staffing exception is no longer warranted. In these cases you may choose to withdraw your exception request.

To Withdraw a staffing exception request:

  1. Open the Request Exception Approval form.
  2. Enter Note text to explain why the request is being withdrawn.
  3. Click Withdraw.
  4. The designee will be notified by email that the request has been withdrawn.
  5. The request status on the daily roster will display as Withdrawn.

 

Additional Information

Staffing Exceptions - Overview

Staffing Exceptions - Request

Staffing Exceptions - Approve, Deny, Return

Staffing Exceptions - Withdraw Request

Report - Staffing Exceptions

 

 


      Facility Scheduler 3.11.14.0