Building the Schedule

To create your schedule, do the following:

1.  Click on the Personnel button  to open the Personnel module.

2.  If there are no Schedules available, then you will receive the prompt below:

3.  If you click on the Yes button, then ES Optimizer will create a Schedule with default Dates.  This means that it will take the first upcoming starting day of your rotation and use that as a starting date.  The rest of the dates are filled in appropriately.

4.  Click on New button  to open the figure below:

Notice that the date presented will be the first day available for the start of the rotation.  In this case, the starting date is 2/19/2017, which is a Sunday.  In this example, the schedule is a two week rotation set up to start on Sundays.

5.  If the date provided is not appropriate, enter the first date of your days off rotation and then click on Save button.  You will get prompted with the confirmation figure below:

6.  Click on the Yes button  to confirm the specified date.  To cancel, click on the No button.

7.  After the days compile (this may take a few minutes) you will have a 14-day or greater schedule with the start date you specified.

The Schedule tab also allows you to change views (Assignment or Employee) by clicking on the appropriate radio box. These views simply arrange the table in order by Assignment or Employee, respectively.