Scheduling One Person at a Time

Scheduling One Person at a Time

A list of all of the on-call assignments can be displayed in the Person Assignment screen. New assignments can be added in this screen, and existing assignments can be updated. This screen is useful when you want to add a single assignment for a single individual.

When the Person Assignment screen is accessed, the current month is selected as the date range by default. Searches for assignments can be done by a specific time period and for a specific person or set of people. A search that combines more than one type of search can be done to further limit the assignments found.

Logging in is Required to Create a New Assignment

The Person Assignment screen requires the user to log in for access to the screen. Only the users that have the appropriate permissions are allowed to log in. The user can be given permission to view and update all on-call groups or the user must be assigned as an Administrator to an on-call group. If the user has permission to view and update all on-call groups, all assignments for all groups are included in the Search Results section. If the user is an Administrator for certain on-call groups, the assignments for only those groups are included in the list of assignments displayed.

For more information about logging in to the Smart Web screens, please refer to Logging in to Smart Web.

 

Concurrent Assignments

The on-call groups can be limited to the number of concurrent on-call assignments that are allowed. If you reach the limit of concurrent assignments allowed you are not allowed to save the assignment.

For example, two concurrent assignments are allowed for an on-call group. If you have an assignment from 8:00 AM to 5:00 PM and one from 1:00 PM to 9:00 PM, you are not allowed to assign a shift from 4:00 PM from 12:00 AM. The overlap of time from 4:00 PM to 5:00 PM is covered by all three assignments, which exceeds the maximum number of concurrent assignments allowed.

 

On-Call Assignment Display Colors

The on-call assignments display with different background colors, depending on the status of the assignment.

 

WHITE

White signifies an on-call assignment that is not currently active.

GREEN

Green signifies an on-call assignment that is currently active.

 

 

 

Scheduling Assignments

Assignments can be updated and scheduled. You can manually create a shift by entering a name and the start and end date and time. You can also select a shift already created for the on-call group, or use the shift assignment buttons to automatically select a shift.

 

Getting Started with the Scheduler Assignment Screen

The following topics are discussed in this section:

      Searching for Current On-Call Assignments for an On-Call Group explains how to display a list of the current on-call assignments.

      Adding an On-Call Shift explains how to create new on-call assignments.

      Updating an On-Call Shift Assignment explains how to update any aspect of a future on-call assignment.

      Deleting an On-Call Shift Assignment explains how to delete on-call assignments.