This article explains how the schedule is created for Daily Planning, either by the automatic nightly process or manually.
Automatic Nightly Updates
Every night the schedule will be updated automatically by the system based on what is set up in the Schedule Setup.
Please Note:The status of the automatic nightly process updates can be verified in the Update Schedule Log from the Home Page.
Manual Updates
If changes made in the Setup needs to be updated on the schedule that same day, there is a manual update option. This can be done at the Unit, Facility, Area, or Room level. Example:
- Open the room from Schedule Setup > Rooms.
- Click Update Schedule for this Room button in the top right corner.
- Wait for the process to run.
If you add new staff or change the work shift for existing staff, the automatic nightly update will update the resource pool. To update the schedule immediately that same day, find a room to which they are assigned and update the schedule for that room. This will update all the resource pool for the staff listed on the room.
The schedule can also be updated in bulk for a Facility, Area, or the entire Unit from their respective Setup pages.