Staffing Exceptions - Request Exception

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 exception request.

A staffing exception request can be initiated from either the department schedule or daily roster screens.

To initiate a staffing exception from the department schedule:

1. On the department Schedule screen, right-click on a shift summary period.
2. Choose Create Exception.
3. The Request Exception Approval form opens.

To initiate a staffing exception from the daily roster:

1. In the main navigation bar, click Daily Roster > Daily Roster Filter.
2. Enter filter criteria to view the daily roster(s) of interest and click Save.
3. In the Staffing Exceptions row, click Create for the selected shift summary period.
4. The Request Exception Approval form opens.  

 

 Daily Roster: Create Staffing Exception Link

To complete and submit the Staffing Exception Approval form:

1. The Staffing Exception Form lists scheduled skills, targets and differences.
2. Select the Skill(s) for which you wish to request a staffing exception.
3.  Enter Note text to provide a reason for the exception request.
4. Click Create.
   
   
   
   
5. Facility leadership or their designee will be alerted of your request.  
6. The Staffing Exception link for the daily roster summary period now displays as Pending.

 

• The Staffing Exception status updates and displays on the daily roster as the request progresses through the approval workflow. Statuses include Pending, Approved, Denied, Returned, and Withdrawn. Click the status link to view the request.

 

Additional Information

Staffing Exceptions - Overview

Staffing Exceptions - Approve, Deny, Return

Staffing Exceptions - Returned Request

Staffing Exceptions - Withdraw Request

Report - Staffing Exceptions

 

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      Facility Scheduler 3.11.14.0