Updating an On-Call Assignment in the Block Scheduler
An on-call assignment that needs to be changed can be updated in the block assignment calendar.
Assigning a Role
From the Role list box, you can select a role that describes the person’s job function. The list of options is derived from the roles assigned to the on-call group.
When assigning a role, be aware that each role can be assigned to only one person during each shift. This ensures, for example, that you don’t schedule more than one person in the “Nurse” role during a shift.
NOTE: This feature is configurable and may not be available in your system.
1. Access Smart Web.
2. Choose the On-Call tab.
3. Choose the Block Assignment tab. Log in if you are required to do so. The Block Assignment screen displays.
4. Display a calendar for the on-call group to which an assignment should be updated. For instructions on how to display a calendar, please refer to Displaying the On-Call Assignments for an On-Call Group in the Block Scheduler.
5. Click on the selection box for the on-call assignment that should be updated. Only one on-call assignment can be updated at a time.
6. Click the Edit button to update the selected assignment. Information about the selected assignment displays in the assignment section in the right-hand pane.
7. The shift can be assigned to another individual, who can be selected from the list of group members or non-group members.
Selecting an On-Call Group Member
a. Click on the Group Members tab. The members in the on-call group display by default.
b. Double-click on a name from the list. The Msg ID and Name fields in the Assignment Details section are populated with the messaging ID and name for the selected individual.
Searching for a Non-Member
You can search for a non-on-call group member by name, messaging ID, or pager ID.
a. Click on the Non-Member Search tab to display the non-member search screen.
b. An individual can be searched for by entering a complete or partial search string in the Search field. You can search for a non-on-call group member by name, messaging ID, or pager ID.
c. Click the Search button. The search results display in the results section.
d. Double-click on a name in the list. The Msg ID and Name fields in the Assignment Details section are populated with the messaging ID and name for the selected individual.
8. A shift can be specified. Choose a previously created shift from the Shift list box, or enter a start and end time for the shift in the Start and End fields. If a shift was selected from the Shift list box, the start and end times can be manually updated if needed.
9. From the Role list box, select a role that describes the person’s job function. The list of options is derived from the roles assigned to the on-call group. Selecting a role is optional.
NOTE: This feature is configurable and may not be available in your system.
10. If the shift spans more than one day, enter the appropriate number of days. One day is each time the shift covers midnight.
11. Enter the priority for the shift assignment in the Priority field. The field is populated with the shift priority by default, if a priority was assigned to the shift.
By default, the shift assignment is given the same priority as that assigned to the shift. If you want to change the priority for the shift assignment, change the entry in the Priority field. The priority displays in the calendar.
The shift assignment priority is used when more than one individual is on-call for the same time. The person or function with the highest priority is paged. The highest priority is “1”. If more than one individual is assigned to the same time but priorities are not assigned, the first person or function in the list is paged.
12. Enter any remarks or notes in the Remark field.
13. When the changes are complete, click the Save button. A message dialog displays.
14. Click the OK button to close the dialog. The calendar is updated with the changes.