Schedule notes can be attached to a schedule cell to give more information on the staffing situation for that day. For example, this can give information about census, about weather, about holidays or other events causing staffing variations, etc.

To add a schedule note, complete the following.

1. From the tool bar, select the View menu, then the Schedule Notes function.

   - or -

2. From the balancing grid, right-click, then the Schedule Notes function.
3. Click on the Add Note button at the bottom of the screen.

   The Add Schedule Note appears.

   

4. In the Schedule Date field, enter the date where this note should be attached.

   The date to which the note pertains. The date of the highlighted cell is automatically entered.

5. If the note pertains only to a specific coverage period, enter this in the Coverage Period field.

   The coverage period to attach the note. The coverage period information of the highlighted cell is automatically entered.

6. Select a Predefined Note Code to enter standardized subject and body text. To enter a customized note, leave this field blank.

   The code of a predefined note which can be attached to this schedule cell.

   Note: Predefined notes must be previously set up on the Configuration section>System card>Predefined Notes screen.

   Note: Predefined notes are previously set up on the Configuration section>System card>Predefined Notes screen with the Schedule Note option set to Yes.

7. In the Subject field, enter a title for this note.

   The topic of this notation. When the predefined note is configured to be editable, the subject entry can be modified.

8. In the Body field, enter the free-from text for this note.

   The free-form text of the message. When a predefined note is selected, the text is automatically displayed. If the predefined note is set up to be editable, additional information can be entered in this field. If this is NOT a predefined note, type the message text in this field.

9. When all information has been entered, click on the Save button.
10. An icon is displayed in the date header of the balancing grid to indicate there is a schedule note for that day.