You can access Resource Pool from Room View level by clicking on Resource Pool icon in the Navigation Bar:
The Resource Pool shows the Unit Staff, Facility/Area Primary Staff, Room Assigned Staff and Borrowed Staff, who have work shift for selected date.
By default the pool is filtered by selected Unit, however you can change the filter.
Filters
The following filters are available in the Resource Pool:
- Assigned hours: use if you want to see staff with certain assigned hours
- Available hours: use if you want to see staff with certain available hours
- Overtime hours: use if you want to see staff with certain overtime hours
- Staff Skills: use if you need to see staff with particular skills
- Primaries in: use if you want to see primary staff in selected Facility/Area
Present Staff
In the screenshot, you see the Unit2 staff. There are two tabs with staff lists: Primaries and Non-primaries. Primaries tab contains all staff listed as a primary in the current area/facility and staff associated with unit’s rooms. The Non-Primaries tab contains all remaining staff.
Absent staff is shown on the staff list with a lock icon.
You can use the filters to narrow down the staff in the Resource Pool according to your needs.
Staff table list contains:
- Staff Full name (Nickname is shown instead of Full name if specified)
- Work Shift
- AVA: staff available hours (AVA = CAP + OT - ASN)
- Red: marks hours over-allocated
- Blue: marks hours under-allocated
- CAP: staff capacity (see Setup->Staff-> Work Shifts)
- OT: overtime ( see Overtime Management section in this document)
- ASN: assigned hours (total assigned staff hours for today)
Change Start Time
To change Start Time click three dots menu on the very right.
Staff schedule
You can see the person’s schedule for the selected day by clicking on the name (it is a link).
The following dialog will appear where you see all person’s assignments for the selected day.
The activities are grouped by facility, rack, and room. If the person has Staff activities (additional tasks) they will appear under a separate groups.
You can un-assign activities by selecting the “Un-assign” checkbox. You can un-assign the entire group as well as an individual activity:
Room View Drag and Drop
You can drag and drop staff from/to Resource Pool on the Room View level:
- Drag staff from room tiles to Resource Pool
- Drag staff from Resource Pool to a room tile
Un-assign staff from the room (drag a person from room tile to Resource Pool):
Assign staff (drag a person from Resource Pool to room tile):
Replace assignment on room tile:
In order to replace existing assignment on a room tile, use toggle “Replace Existing Assignments” on Resource Pool and then drag and drop to a room tile that is already assigned:
Borrowing staff
Staff from the Unit that is selected in Resource Pool will appear in the pool for the current Unit when clicking three dots menu on the very right and Borrow into Unit. Staff from other Units will appear with the borrow icon.
Once you borrowed the staff it will appear with the icon indicating that this person is borrowed and now you can assign it. You can undo borrow staff by clicking the three dots menu again.
