View the Daily Roster

Access: Users assigned the Charge role and higher may view the daily roster. 

To view Daily Rosters:

  1. Click the Daily Roster tab in the navigation bar to open the Filter Daily Roster screen .
  2. The Daily Roster filters are pre-populated with default values.
    1. The From and To date fields default to today’s date.
    2. The Part of Day fields default to the earliest and latest summary periods for the selected date.
    3. The Facility field defaults to the first facility (in COID order) in the list to which you have access.

 

Daily Roster Filter Screen

 

  1. Change the default filter values.
    1. Enter the date range for the roster(s) you wish to view.
    2. From the drop-down list, choose a start and end Part of Day (Day, Evening, or Night).
    3. If you select Time as a part of day, you will be prompted to enter a time (for example 7:00 AM).
    4. Select a Facility.
      1. The departments associated with that facility display.
      2. Icons indicate the parts of day in which there are department shift summary periods.

 

Daily Roster Filter: Facilities and Departments

 

  1. Add Departments:
    1. Click the Add link for the department roster(s) you wish to view.
    2. Selected department(s) are added to the daily roster view list.  
    3. Departments are sorted in the order in which they are selected; however, you may change the order by editing the numbers in the Sort column.
    4. When a department does not include the Parts of Day selected in the start and end filters, an alert will display in the Issues column. Click Fix it to correct the issue.
    5. Click the Remove link to remove a department from the view list.

 

Error Message for Missing Part of Day

 

  1.  Additional filter options
    1. Sort by: The criteria used sort and display roster staff.
    2. Summaries: Choose the summaries for the rosters you wish to view.
  2. Click Save to view the selected rosters.

 

 


      Facility Scheduler 3.11.17.0