Changing the Start and End Dates

The date range selected for the Search screen can be changed from the default. The default date range is the current month, starting with the current day. The start date for the date range can be manually entered or selected from a calendar. The end date is determined by either manually entering an end date or selecting it from a calendar, or by entering a time period in the Period field. The time period is measured in days.

When you enter a time period in the Period field, the end date displayed in the end date fields is grayed out and ignored. Note that the new end date, as determined by the time period entry, is not displayed in the end date fields.

1.  Access Smart Web.

2.  Choose the On-Call tab.

3.  Choose the Search tab. The default date period of one month, beginning with the current date is shown. All on-call groups are listed in the Search Results section, and the on-call groups that have assignments scheduled for that time period display in blue.

If the Start Date and End Date fields do not display, click the Scheduler button to change the assignments view from the calendar view to the scheduler view.

4.  An on-call calendar that has on-call groups beneath it in a parent/child relationship has a plus sign next to the on-call group name. Click on the plus sign icon to display all the on-call groups in the hierarchy.

 

 

5.  In the Search Results section, click on the name of an on-all group displayed in blue to display the on-call assignments for the time period specified.

Note that the on-call group hierarchy and name display above the list of assignments.

 

 

6.  The date can be changed by changing the start and end dates, or by changing the entry in the Period field.

Changing the Time Period

You can specify a time period in the Period field. The time period is measured in days. Note that if you enter a time period the End Date fields are grayed out. Click the Search button to update the on-call group display in the Search Results screen.

Changing the Start and End Dates

a.  In the Start Date fields, manually enter a new date. You can also click the calendar button to select a date from a calendar.

b.  In the Start Date time field, enter a new time. Be sure to specify AM or PM. The time format is HH:MM AM.

c.  Specify the end date. You can either manually enter an end date and time in the End Date fields or use the calendar button to select an end date from a calendar. The time format is HH:MM AM.

d.  Click the Search button to update the on-call group display in the Search Results screen.

e.  Click on an on-call group displayed in blue to display the on-call assignments for that group for the time period specified.

 

 

7.  An on-call group can be searched for by on-call group name, by on-call group ID, or by both. Enter a partial or full on-call group name in the Group Name field, a partial or full on-call group ID in the Group ID field, or both. Using both fields further limits the search results.

a.  Enter the search criteria in the Group Name and/or the Group ID fields.

b.  Click the Search button to update the on-call group display in the Search Results screen.

c.  Click on an on-call group displayed in blue to display the on-call assignments for that group for the time period specified.

 

 

8.  A person can be searched for by name, by messaging ID, or by both. Enter a partial or full name in the Person Name field, a partial or full messaging ID in the Messaging ID field, or both. Using both fields further limits the search results.

Note that the format for the Person Name field when searching for a person is <Last Name, First Name>.

a.  Enter the search criteria in the Person Name and/or the Messaging ID fields.

b.  Click the Search button to update the on-call group assignments for the specified individual(s) for the time period specified. Note that the assignments display as a list.

 

 

9.  The following actions can be performed on the on-call assignments listed in the screen. Depending on whether you searched for a person, not all of these options are available.

•      Hide Tree/Show Tree Button: Click the Hide Tree button to hide the Search Results section. The Hide Tree button toggles to the Show Tree button, which is clicked to re-display the Search Results section. For an example, please refer to Hiding the Search Results List.

•      Calendar/Scheduler Button: Click the Calendar button to display the on-call assignments is a calendar format. The Calendar button toggles to the Scheduler button, which is clicked to re-display the assignments in the list format. For an example, please refer to Viewing the On-Call Assignments in a Calendar Format.

•      Pager/Message Icon: Click the pager or message icon to send a page or a message to the person or function. For more information, please refer to Sending a Message to the Individual Currently On-Call.

•      Word Button: Click the Word button to save the on-call assignments as a Word document. For more information, please refer to Saving a Schedule of Assignments as a Word Document.

•      Excel Button: Click the Excel button to save the on-call assignments in as an Excel spreadsheet. For more information, please refer to Saving a Schedule of Assignments as an Excel Spreadsheet.