General Tab

The General tab opens a screen to configure the basic information on this staffing configuration record. If adding a new record, click on the Save button after this screen is completed. The other section buttons are then available in the left pane to open additional configuration screens.

When a new record is being created, the Active field can be set to No to indicate it is in "design mode". This prevents the record from being accessed by the system before it is completed.

Indicates whether this is a completed, active record (Yes/No). Note: Only one Staffing Configuration record can be Effective at a time, but multiple records can be Active.

Active records are not in effect until the Effective Date has been reached. When a new record is added, the Expiration Date field of the previous record is filled in with the date before the effective date of the next record.

The day of the week that starts the calendar week for this staffing distribution. This is used to determine the schedule population sequence.

The Staffing Distribution work sheet used by this organization for recalculating staffing needs. The value entered here determines the work sheet that is available when the Staffing Distributions button is selected in the left pane.

The coverage set used by this Organization Unit, which defines the coverage periods in the staffing grid.

When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.

The date this staffing configuration expires (if applicable). If there is no predetermined date that this configuration record will expire, this field should be blank.

This value is used to calculate staffing needs in the Staffing by Ratios staffing distribution model, and is informational only for the other models.

The maximum number of patients that can be accommodated by this staffing distribution. This number is used on the Productivity Hour By Job Class Summary to determine the percent of total beds occupied during the coverage period.

The number of patient classification acuity levels that are being used by the Organization Unit. The value entered here determines the number of acuity levels available for configuration for the Staffing Distributions section.

Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

The first day of a scheduling period. Using this date and the Number of Weeks field, the system calculates all scheduling periods.

The selection style used to determine the rules validated when using Minimum Staffing.

For more information, see the Minimum Staffing User Guide in the Feature Set Up Instructions section.

Staffing by Lookup	Loads an alternate staffing matrix based on patient census and acuity.
Staffing by Ratios	Calculates the number of staff needed based on patient census and acuity, along with other factors, such as hours per patient day, percentages of care by coverage periods, etc.
Staffing by Hours	Uses patient care hour information calculated by a third-party acuity system. These hours are then distributed to specified profiles in the organization.
Staffing by Profile	Uses patient care hour information calculated by a third-party acuity system for profile groups. These hours are then distributed to specified profiles within the profile group.