The Schedule Views

Viewing / Editing Schedules - - - - - - - - - - - - - - - - - - - - - - - - -

The Schedule Views

Your schedules can be displayed and printed in many different views when signed in as a Coordinator. Each view has special functions that can be performed and may be useful at various times. For example, you might prefer to view your schedule in "graphical" display but when making changes you might use the "By Helper" view to drag and drop shifts.

Click here for a chart of functions broken down by Schedule View.

By Helper - Weekly default view. Lists each Helper down the left and days of week across the top. Shows their schedule and hours helped for the week and if the week is published shows if they have viewed of or confirmed receipt of schedule. Allows clicking a cell to quickly add a shift and for Internet Explorer users, has a DRAG & DROP and Undo feature that allows quick changes to shifts (and Ctrl Drag/Drop to copy shifts) for Internet Explorer users. Allows changing the position of a shift by clicking the shift. Can print individual weekly schedules. This view has many Change Layout options.

Calendar* - Three Calendar views: Daily, Weekly and Monthly Tabs. Displays in a calendar or day planner hour by hour format The Calendar Weekly is one of our most popular display views and it can be compressed for printing and can also group shifts by category instead of the default 'by position.'

By Position - Daily and Weekly tabs. Lists shifts by Position. Shows total shifts and hours for each Position

Category Chart* - Displays time periods from one week to four weeks or a month at a time - (most useful if you use Categories, providing a compressed chart)

In-Out* - Displays 1 - 4 weeks or a month, shows Helpers on the left with dates across the top. Shows start time of first shift and end time of last shift each day. (Useful if you assign multiple shifts per day to one Helper)

Sortable List - Daily or Weekly. List of Shifts can be sorted by any column and has ANALYZE function to show any preference status or any conflicts like overlapping time off or cannot work times. Also allows for deleting and unassigning selected shifts. Can be filtered to show only Unassigned Shifts, Auto-Filled Shifts or Preplaced (manually assigned) Shifts

Multi-Shift Edit - Daily or Weekly. List of Shifts can be sorted by any column. Allows editing of multiple shifts at a time. Can be filtered to show only Unassigned Shifts, Auto-Filled Shifts or Preplaced Shifts

Graphical* - Daily or Weekly. Shows shifts in a graphical format. Layout can be changed to only show certain time period. Shifts can be displayed grouped by Position or Alphabetically by Helper.

Availability - Daily. Shows graphically all Helpers - the shifts they are assigned overlaid onto their help time preferences and time off. Layout can be changed to only show a certain time period - specific time periods can be saved for quick viewing later. Also can be set to show count of Helper coverage and availability.

*The "Change Layout" link options (see below) on these views control how Helpers see that same view when they sign in if your SETTINGS page option is set to allow Helpers to see everyone's schedule.

To choose a different Schedule View use the Schedule View dropdown menu.

Filtering Schedule Views

Each of these views can be "filtered" to only show certain Positions, Groups of Positions (ex. Locations), Categories, Groups of Categories, etc. The dropdown box will be highlighted to remind you that you are viewing a filtered schedule. After filtering you can perform functions on just those displayed shifts (ex. Import, Clear, Delete, AutoFill etc.)

Change Layout

Each Schedule View has a "Change Layout" link in the upper left of the page which allows you to change how the date is shown on screen and printouts Each schedule view has different layout options.