Configuring reasons

Use the steps to configure reasons for adjusting the suggested staffing. These reasons display on the Reason drop-down field on the Staffing Adjustment screen.

  1. Navigate to Scheduling > Multi-view Scheduler > Advanced Settings > ES Data Definitions > Reason.
  2. Click Create New Entry.
  3. On the Reason - Details page, specify this information:
    Name
    Provide a name for your reason.
    Description
    Provide a description for the reason.
    Sort Order
    Provide a sort order relative to other suggested staffing reasons.
    Reason for Suggested Staffing
    Select this check box for Suggested Staffing.
  4. Click Save.