Creating a Scheduling Run

Mohammed Jamal Updated by Mohammed Jamal

This article will show you how to create a Scheduling Run.

  1. Enter a Run Name.
  2. Select a Week 1 Start Date. This is always a Monday.
  3. Select an End Date if applicable.
  4. Select a Start Time and End Time. Each booking that is created will have these values assigned to them.
  5. Select the Days of Run during the week.
  6. Select the Number of Staff on Bookings. 1 will represent one unassigned staff, 2 will represent two unassigned staff, and so on.
  7. Select the Staff Weekly Cycle. For example, 2 will represent a two week cycle. This is shown in the Staff Schedule tab in the Week of Cycle field.
  8. Select the Staff Role.
You will need to add the Staff Role to your System Users.
  1. Responsible Staff Team represents the Responsible Team associated to the booking. Staff members associated to the team will be available for selection in the Staff Schedule tab.
  2. Staff Gender will limit the staff members visible in the Staff Schedule tab for selection.
  3. Transport Type can be bulk assigned to the scheduling run. You may only want staff that drive for the bookings that you are making.
  4. Person Gender will limit the bookings visible in the Bookings tab for selection.

In the Bookings tab:

  1. Select the Add Bookings button for each day to look up bookings to be included in run. Remember to select Confirm Selection.

In the Staff Schedule tab:

  1. Use the Manage Staff button to assign the staff member to each day.

In the Planned Cover tab:

  1. Use the Add Planned Cover button to created cover for the staff member. This is used to ensure any absences are have cover.

  1. Use the Find Staff button to select the staff covering the staff member to be covered. You can select multiple staff members is the number of staff members requiring cover is the same amount. Remember to select Confirm Selection.
  2. Select the Create Run button.

Was this article useful?

Introduction to Scheduling Runs

Contact