Scheduling

Filter what the board shows

Scheduler7 steps

A full roster is too much to read at once. Filters narrow the board to the shifts you are working on — everything unassigned, everything cancelled, one service type — and the filter stays on until you reset it.

Step by step

1
Click Filter above the board.
2
Under Shift Status pick what to show: Booked, Completed, Cancelled or Pending. Pending is the one to use when you are chasing shifts that still need a worker.
3
Under Shift Types narrow to a particular kind of support.
4
Use Sort By to order the rows, and Others for the remaining options.
5
Click Apply.
6
Use All rows to switch between every row and only the rows that have something on them — a long staff list is much easier to read with the empty rows hidden.
7
Click Reset Filters when you are done. A filter left on is the usual reason a shift appears to have vanished.

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