Schedule Group

The Schedule Group screen is used to add, edit, and view the organization units combined into a Schedule Group. These schedule groups are then used for creating schedules, viewing schedules, or generating reports.

When accessing a screen that allows schedule groups, click the option near the Schedule Group label to enable the Schedule Group field. Then select the schedule group from the values shown.

Understand the following details about schedule groups:

• You must have data access to all the organization units in the schedule group to be able to see it.

• Organization units in a schedule group can be from different organization levels, wings, buildings, facilities, etc.

• An organization unit can belong to more than one schedule group at the same time.

• You can set a schedule group to active or inactive at any time. For example, you may want to set a new schedule group to inactive until you finish setting it up. Or you may want to inactivate a schedule group that is no longer in use so that employees no longer see it and try to use it. Inactivating out-of-date schedule groups keeps the list of schedule groups seen by employees current and uncluttered.

  Inactive schedule groups are not visible from the following screens:

  • Schedule screen and Create Schedule screen

  • Current Staffing Overview

  • ActiveRoster

  • Requests screens (from the Actions > Approval card)

  • Default Schedule Group screen (from My Preferences and System Preferences)

  However, inactive schedule groups can always be seen from the following screens:

  • Schedule Group screen when searching for schedule groups (from the Configuration > Scheduling card)

  • Reports that use Schedule Group as an optional parameter to run the report

To add a new schedule group, complete the following steps.

1. From Configuration > Scheduling > Schedule Group.

2. Under Actions, click Add.

3. Enter or select information in the available fields.

   • Code - a short, alphanumeric name or abbreviation to identify this schedule group

   • Description - the full label describing this schedule group

     This description is displayed in areas that show available schedule groups.

   • Active - determines whether the schedule group is available as a selection on various screens where schedule groups are used

     See the information in the list above for more information about active and inactive schedule groups.

4. Click Save to save this basic information.

   You are now on the General tab, containing the information you just entered.

5. Under Schedule Group Sections, click Criteria.

   The Criteria button opens a screen to add organization units to this schedule group.

6. Under Actions, click Add Organization Unit and select an organization unit to include in this schedule group.

7. Optional. Click the Parameters tab and enter any desired processing or reporting sort order values.

   Tip  

   If you are doing this step at later time (not while first adding the organization unit to the schedule group), click the card arrow to the right of the record to expand it to see the organization unit details and the Parameters tab.

   Example 

   Reporting example 1: You have three organization units in a schedule group (Units A, B, and C). You do not enter a reporting sort order value for any of the units. On various reports, such as the Daily Roster by Shift report, the report will be broken down by day, then by coverage period, and finally by organization unit, with the organization units together on the same pages (no forced page breaks). Day > Coverage Period > Unit A, Unit B, Unit C (same page)

   Reporting example 2: You have three organization units in a schedule group. You enter a reporting sort order value for each: 1 (for Unit B), 2 (for Unit A), and 3 (for Unit C). On various reports, such as the Daily Roster by Shift report, the report will be broken down by day, then by coverage period, and finally by organization unit, with the organization units on separate pages (forced page breaks) in the order of their reporting sort order values. Day > Coverage Period > Unit B; Day > Coverage Period > Unit A; Day > Coverage Period > Unit C (separate pages)

8. Click Save.

9. Repeat steps 7-9 to add as many organization units as you want to this schedule group.

To remove organization units from the schedule group, complete the following steps.

1. Search for and open the schedule group.

2. Under Schedule Group Sections, click Criteria.

3. Select the organization units you want to remove.

4. Under Actions, click Delete Selected.