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5.1 – Today’s Work Schedule

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Description

The process of finding Time Off entries blocking you from making changes to the Scheduler on a specific day has been simplified dramatically. You can now visit the date in question on the Scheduler and quickly produce all relevant Time Off entries for each producer.

This article applies to version 5.1 +

Step-by-Step

  1. Open the Scheduler Module.
  2. Navigate to the date you wish to modify the Schedules for.
  1. Right click within any of the producer columns.
  2. Choose “Today’s Work Schedule”.
  1. Set the producer in the dropdown first.
  2. Your Work Schedule window will now update to show only the entries which are involved in the current date’s display.
  3. As you can see in the image, D02 has a time off entry that affects this date.
  1. You can choose to Edit the entry using the T-Off Edit button on the right side.
  2. Your options include changing the date range in use.
  3. Changing the Chairs affected.
  4. Or changing the Hours.
  5. Select Ok to preserve your changes.
  1. You do have the option to simply delete the entry entirely, of course. The T-Off Delete button can be used to do so.
  2. You may also wish to Add a Work Day of Exception if the producer in question does not normally work the hours you wish to make them available in.

This concludes the use of the new Time Off assistance feature. You will find this new function reduces the tedium of searching for conflicting work schedule entries significantly. If you have further questions, concerns, or simply need help, please feel free to contact our Support team.

Additional Resources