Creating presets in the Relief Queue

  1. Select Scheduling > Multi-view Scheduler > Relief Management > Relief Queue.
  2. Select the Team or Employee.
  3. Specify this information:
    Schedule Period
    Select the schedule period that you want to view.

    The default is Current Week. You can also view unassigned shifts on a weekly basis using the Last Week or Next Week options.

    When using the Current Schedule Period, Last Schedule Period, or Next Schedule Period options, the selected employees or teams must have the same schedule period.

    If you select Manual Date Range, you must specify valid dates in the Start Date and End Date fields.

    Start Date and End Date
    If you selected Manual Date Range for the schedule period, select the date range that you want to view.
    Start Time and End Time
    Optionally, specify a time range.
    Incl. Full Blocks
    Optionally, select this check box to display the full shift blocks.
    Status
    Select the status of the shifts that you want to view.
    Job
    Optionally, select the jobs to filter by.
    Shift Type
    Optionally, select the shift types to filter by.
  4. Click Go to view the Relief Queue.
  5. Click Save as preset. The Preset Definition window is displayed.
  6. Specify a name for your preset.
  7. Specify filters, sorts, and dates for your preset in the other available fields.
  8. Click Save.

    Your new preset is now available in the drop down in the Preset field. See Using presets in the Relief Queue.