When the Scheduling Console – the Resource Filters at the top of the console are used to specify the data to display. Users can view the Resources that have a Location Association or are allocated to the Jobs scheduled for the selected Location.

Fig: Scheduling Console view by Location

Key Action

The console offers a number key actions represented by blue buttons at the top of the console.

Base Template – enable a scheduler to create a new or to select an existing Base Template (see administration details below on how to create a new Base Template).

Replicate Schedule – replicate a template period to a future period at the selected location (see Administration below for more details on how to replicate a Base Template).

Publish Schedule – will dispatch the jobs to the resources for the selected period and send a single notification to resources of the published schedule. Note that resources must have an associated user record, a resource type of ‘Person’ and must be active in order for the jobs to be successfully dispatched.

Print Schedule – to print a schedule for a location.

Filtering data

The Scheduling Console allows you to switch between three primary views. The View By filter enables viewing the resources by Location or Client or Region.

When a view by filter has been defined, the first filter option in the ‘Resource Filters’ section will change based on the view filter.

• Region view enables Schedulers to see staff (resources) for a Region, and work allocated to a Resource.
  • Region view will change the first filter option to choose from a list of region records
• Location view enables Schedulers to see staff (resources) for a location, and work allocated to a Resource. 
  • Region view will change the first filter option to choose from a list of region records 
  • Users can view the Resources that have a Location Association or are allocated to the Jobs scheduled for the selected Location.
• Client view enables Schedulers to see staff (resources) for a Client, and work allocated to a Resource.
  • Client view will change the first filter option to choose from a list of client records

Filtering by resources and tags

• Use the Resource filter to only show resources in the scheduling console by specific resource names
• Use the Tags filter to show resources in the list with the associated tags (e.g. First Aid).

Display data section

Group By groups the listed resources by: 

• Employment Type – group resources by Employment Type (eg casual, full-time and part-time).
• Category – group resources by Worker discipline type as defined by the Category on the Resource record (e.g. Occupational therapist, Nurse, Support Worker).

Work Type filters change the calendar items displayed for resources as follows:

• Job – display the jobs in the calendar for the resource, with unallocated jobs listed at the top. 
• Shift – display shifts allocated to the resources (Keypay and Easy Employer customers have shifts created from underlying records and these are sent to Keypay and Easyemployer )
• Timesheet Item – send to award interpreters for timesheets (Sage PeoplePay). Merges the same underlying records into the timesheet item (e.g consecutive jobs )  

Ghost to display or hide ghost records (jobs, shifts, activities). Refer to Ghost Jobs for more definitions of ghost job.

Approved will show only the Approved Availabilities (Leave)

Job Status filter:

• Defaults to all job statuses, except for Cancelled
• The filter is only available when Work Type filter selects Job

Calendar Display Controls

The control located in the top right of the console includes:

Select Calendar to display: Day, Week, 2 Weeks, or Month.

• Start Date – Displays the first day of the calendar view. You can select a different start date to display when the view is set to Calendar.
• Left Arrow (<) – Moves the calendar display back by time period.
• Right Arrow (>) – Moves the calendar forward by time period.
• Today – Returns the calendar or pay period to the current date with the current date highlighted.

Pay Period View
When users switch to the Pay Period view, the data shown in the console with the period contains the selected date. The calculation will be made based on custom settings defined by an administrator.

Note: Custom settings control which view is selected by default. 

Saving Filters

A single filter can be saved for the logged in User by clicking the Save Filter icon. The next time the user loads the Console, the parameters saved in this filter will be defaulted to.

A Saved Filter can also be clear by clicking on the Delete Icon