Schedule Partners

Schedule Partners allow you to group similar organization units that determine which employees to include on the Qualified Staff tab on the Current Staffing Overview. The Qualified Staff tab displays employees that are considered to be qualified to work a particular shift. However, the system uses conditions that you create to determine the level of qualification. One of the conditions that you can create is a schedule partner.

Example 

You need another RN to fill a shift, but all of your RNs are scheduled or unavailable. You can view the Qualified Staff tab to find an RN from another organization unit schedule partner.

Schedule partners are set up here: Configuration > Scheduling > Schedule Partner

Once schedule partners are setup, they include the specified organization units. You can add or remove individual organization units on the schedule partner record from the Schedule Partner screen where they were originally created (link just above) or from the organization unit screen.

To add or remove an organization unit from an existing schedule partner record via the Organization Unit screen, complete the following steps.

  1. Navigate to Configuration > Organization Unit > Organization Unit screen.

  2. Search for and open the desired organization unit.

  3. Under Organization Unit Sections, click Schedule Partners.

  4. To add this organization unit to an existing schedule partner record:

    1. Click Add.

    2. Search for and select the desired schedule partner.

    3. Click Assign Selected.

  5. To remove this organization unit from an existing schedule partner record:

    1. Select the schedule partner to be removed.

    2. Click Delete Selected.

    3. Confirm the deletion.