Populating the Active Schedule
▪Select the Schedules Tools menu.
▪Select the Update From Master menu.
The Update From Master menu will appear:
Update From Master Filters.
The system will perform a catch up function. If the employee's Schedules Updated to date is before the first date of the specified range, the system will also updated the Active
Schedule from the Schedules Update to date to the first date of the range. This feature can be turned off in the Company Profile / Schedules / General tab by ticking ON the Remove Catch Up Period check box
The Employee filter is processed first then the Department and Class filters. The Include Unfilled Lines options follows the same process sequence.
-Employee(s) filter is for updating master line shifts based on the employee’s home department and class or other employee criteria. This allows for employee specific updating. If this is blank, all employees will be attempted to be updated.
-New Departments and Class filter is for lines based on selected departments or class. Using this option without the employee filter will updated all lines assigned to employees for the selected department or class.
-Include Unfilled Lines is for filtering the unfilled Master lines to be updated based on the selection(s) made in the Department and/or Class filters. Enable this option to have unfilled lines updated. These will appear on the Daily Schedule. If no filters are set in the Master Lines filter, Departments or Class sections, all Unfilled Lines the user has access to will be attempted to be updated. If this option is turned off (unchecked) no unfilled lines will be included in the update.
When filtering by EMPLOYEE department and/or class filter, you must also use Department and/or Class filter(s) in the exact same way to Unfilled Lines to be included in the update.
Recommended to use the new filter options with the Employee filter unless user would like to update all employees.
Examples of using the Employee Filter and the Department / Class Filters with Include Unfilled Shifts Option
1)If you set the employee filter to a specific home department and enabled Include Unfilled Shifts the employees in that department will be updated and all Unfilled Lines. The unfilled Master lines that do not contain that department are updated as well.
If the Include Unfilled Lines is enabled all unfilled lines will be updated unless a filter is set in the Master Lines, Departments or Class sections.
2)Filtered to department NURS in Employee filter and Department filter. Include Unfilled Shifts was enabled.
The result is only employees with Home Department NURS will be updated along with the unfilled Master lines that contain a shift assigned to Department NURS.
Master Line Filter
1)Filtered to a specific Master Line. Include Unfilled Shifts is turned ON.
Only the selected Master Line was updated. This Master Line is an unfilled line, so it appears on the Daily Schedule.
2)Filtered to a specific Master Line. Include Unfilled Shifts was turned OFF.
No shifts were populated on the Daily. The Master Line is an unfilled line.
If any TSR record is corrupted, the program immediately notifies the user when Update from Master Process button is clicked.
TSR record should be re-submitted. This means reviewing and clicking button Apply. After resubmission, Update From Master can now be run cleanly.
Other update options include:
Update TSR Only
Will only update employees on Temporary Shift Replacement.
Include Census and Update Census Only
They are used if you are using the Census configuration and Census Daily Entry menus for scheduling.
Currently being developed.
Restore Deleted Shifts
This option applies to booked shifts only. Any deleted unfilled shifts will be restored regardless Restore Deleted check box is ON or OFF.
Mark unbooked schedule as Block
For Block Booking only.
Include Unfilled Lines
Will include all unfilled Master Lines associated with your filter. Use the filter options Department and Class.
Enter the start and end date for the update or one of the Period options.
▪Verify your settings.
▪Click on the Process icon.
Key Information Please note that you should not skip update periods when updating from Master. For example if you updated up to August 19, your next update should start August 20, not August 27th.
The Active Schedule will now be populated from previously defined and assigned schedules (lines).
You can verify the last Master update date by checking the Personnel / Shift and Schedule menu.
If you have selected a shift that is currently in a Mass Messaging broadcast the system will provide a warning.
The shift's Mass Messaging Reference is provided as part of the warning.
You must decide which of the two actions provided to take. Clicking on OK will close the pop-up.
You cannot delete the shift until after either the Mass Messaging is completed or you stop the broadcast.
Update from Master Report
The update process will generate a report once complete.
You can set your report columns, group levels and the print order (sequence) by using the settings below: