Creating Short Staff Assignments

Below is the process to create Short Staff Assignments:

1.  While in the Daily Assignments Module, click on the Short Staff Assignments button  to open the page below:

2.  Click on the Add Short Staff Assignment button  to open the figure below:

3.  Enter the necessary information for Description and Supervisor:

4.  Click on the Select Assignments button  to open the figure below:

5.  In the Assignments Search pop-up, select the assignments you wish to use to make the short staffed assignment.

You can filter assignments out depending on the settings you specify.

6.  Click on the Find button  to display the list of resulting rooms for the selected assignments as shown below:

7.  Select the rooms you want to include in your Short Staff Assignment.

8.  Click on the “Add” button  to reflect your selections.  If you want to move all of the rooms selected, click on the “Add All” button.  In the figure below, only those selected rooms are moved.

NEW:  Closed Rooms (those shown in red) can be added to a short staffed assignment, but you may decide to include the minutes for closed rooms by checking the Include Closed Room(s) Minutes checkbox .

9.  At this point, you can add notes to your Short Staff Assignment by clicking on the Add Note button.

10. You also have the choice of removing rooms for your list of selections if they do not fit your needs.  Simply select those you wish to remove and use the  button.  You can also re-order the rooms using the button so that they follow the order you specify.

11. If you are content with your Short Staff Assignment, click on the  button.  To discard changes, click on the  button.

12. To discard the entire Short Staff Assignment you can use the  button.

13. You can create additional Short Staff assignments by clicking on the Save & New button and repeating steps 3 to 11.