Open the Current Staffing Overview
To open the CSO, complete the following steps.
Tip: To view different CSO data, click the pencil icon next to the current unit and date. Repeat steps 2 and 3.
Assign a transaction
To assign, or add, a transaction (activity or pay code) to an employee, complete the following steps.
Tip: You can select multiple employees. Transactions you assign will be added to all selected employees.
You can select employees from these locations:
The two-week calendar shows you the employee's scheduled activities. To view the calendar on the Compare Staff dialog box, click the arrow to the left of the employee's name.
If needed, click the left or right arrow to move ahead or back another two weeks.
Edit or delete a transaction
To edit or delete a transaction (activity or pay code), complete the following steps.
You can select transactions from these locations:
After selecting a transaction, the Modify Transaction dialog box appears with the details about the selected transaction.
Set up extra shifts
Marking certain shifts in the Current Staffing Overview screen as "extra" allows you to prioritize employees that should be called off first in the event of a low census scenario.
When the Extra Shift feature is enabled, shifts are considered extra when they are acquired by the employee through the following transactions.
Additionally, any extra shift that is exchanged through trading will result in the Extra tag following the employee, and will be applied to the acquired shift.
To set up extra shifts, complete the following steps.
Update census and staffing needs
Staffers can modify the census values so that the system can recalculate and accurately reflect staffing needs. For example, census might be downloaded four times per day, but situations can change more frequently, requiring you to have more current data to make staffing decisions.
Similarly, you can update the staffing needs after recalculation. This may be needed if the recalculated needs to do not match actual patient needs.
To update the census or staffing needs, complete the following steps.
The row expands to show more details.
Tip: When you hover over editable fields in the expanded details, a pencil icon appears to indicate which fields can be updated manually.
After you enter a value, the new value is saved automatically and the screen refreshes to show any effects of the change. For example, if you change the need, the screen updates the other values that are impacted, such as the Variance, Ratio, HPPD, and Caregiver Utilization fields.
In addition, if you update the census, the needs are recalculated automatically.
Add and cancel schedule notes
You can add schedule notes to log comments about conditions or staffing situations affecting a coverage period. For example, information may be about census, weather, holidays or other events causing staffing variations.
To add a schedule note, complete the following steps.
The Schedule Notes dialog box appears and displays any existing notes.
Previously-defined settings determine whether you can edit the text of a predefined note.
The Schedule Notes dialog box appears again and shows the note you just added. From here, click Add Note to add another or click Close to return to the Current Staffing Overview.
The icon appears for the coverage periods with schedule notes.
To view existing schedule notes, complete the following steps.
The Schedule Notes dialog appears and displays the existing notes.
To cancel a schedule note that no longer applies, complete the following steps.
The Schedule Notes dialog appears and displays the existing notes.
The canceled notes no longer appear on the Current Staffing Overview. However, they are still retained and can be viewed again by selecting the Show Canceled Notes option in the Schedule Notes dialog box.