Create a Core Staffing Plan
In the previous section, you created a generic Core Staffing Template for an organization unit. In this section, you apply that template to the schedule, which creates the Core Staffing Plan.
Example: You have a generic need of 3 RNs for a Monday. In this section, you apply those needs to a specific date, say Monday, May 2, 2011. This process creates the Core Staffing Plan.
There are two methods that you can use to create a Core Staffing Plan. It is your decision as to which method to use.
- From the Core Staffing Plan screen
- From the Schedule screen
Core Staffing Plan screen
- Navigate to the .
- To open the organization unit's existing Core Staffing Plan, enter the appropriate information in the search parameter fields.
- Click Open Core Staffing Plan.
- Under Core Staffing Plan Actions, click Apply Core Staffing Template.
- Enter the appropriate information, selecting the Core Staffing Template you added or edited in the previous section, and click Apply Core Staffing Template.
Schedule screen
- Open the Schedule screen for the appropriate organization unit and schedule period.
- On the menu bar, click
The Apply Core Staffing Template dialog appears.
. - Enter the appropriate information, selecting the Core Staffing Template you added or edited in the previous section, and click Apply Core Staffing Template.