Creating a One-time Schedule with number of rows per job

You can create a One-time Schedule (OTS) with a specified number of schedule rows per job. For example, an OTS can be created that starts with four RN rows and two Technician rows. Each row contains the shifts for the schedule period that can be assigned to a single employee. This is useful for scheduling temporary staff or for staff members that rotate through different teams.

You can also control the order of the job rows in the new OTS. For example, you can create an OTS that has two RN rows at the top, two Technician rows in the middle, and two more RN rows at the bottom.

  1. Select Scheduling > Multi-view Scheduler > One-time Schedule > Manage One-time Schedules.
  2. Click Create New Entry.
  3. Specify this information:
    Unit
    Select the unit or team to use this OTS.
    Name
    Specify a name for the OTS.
    Description
    Optionally, specify a description of the OTS.
    Source Template
    Do not select an OTS template.
    Staffing Requirement Template
    Optionally, select a Staffing Requirement Template (SRT). If this option is selected, the new OTS uses the staff requirements from the selected SRT to determine staffing coverage.
    Start Date
    Specify the start date for the OTS.
    End Date
    Specify the end date for the OTS.
    Auto Row Naming
    Select the check box to automatically number rows based on the row order. Clear this check box to allow row names to be updated manually.
  4. Select the Jobs option in the Assign Staff section.
  5. Click Continue.
    The Number of Jobs page is displayed with a table containing a row for each job that is associated with the specified team.
  6. For each job, specify the number of rows to add to the OTS for that job in the Role Count field.
  7. Optionally, perform these steps to add a new job row to the OTS. This can be done to create groups of rows for the same job that are not adjacent to each other.
    1. Select a job in the Add Jobs field and then click Add.
      A row is added to the table for the specified job.
    2. Specify the number of rows that you would like to add for this job in the Role Count field.
  8. Optionally, click and drag rows to change the order of the job rows in the Schedule table of the new OTS.
  9. Optionally, click the garbage can icon to delete a job row.
    Note: Alternatively, you can specify 0 in the Role Count field to not add any rows for the job to the OTS.
  10. Click Create.
The new One-time Schedule is displayed in the OTS edit screen.