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Viewing Profile Schedules

Schedulers publish a schedule using by setting a schedule's publish range on the Schedule Publishing window in Staff Manager Client. Clairvia Web does not display schedule data that falls outside of the published range.

Administrators open the schedule views by selecting from the Schedule menu Administer Schedule sub-menu.

Whether you are viewing the schedule by week, month, or day, the Schedule toolbar always contains the following options:

• The Profile enables you to view schedule data for any profile you have access to by selecting its name from the menu.
• The Filter enables you to select a filter to apply to the schedule data; however, you must already have created a filter for this option to work. See Using Filters for more information.

Viewing the Daily Profile Schedule

Option 1: From the Schedule menu, select Administer Schedule > Daily Schedule. This opens the Daily Schedule page.

Option 2: Click a task cell while viewing schedule data by week. This opens the Daily Schedule page for the date clicked.

If an employee has been assigned to float to another profile, the Profile column displays the name of the float profile. A profile name in green means the employee is floating out to the profile, while red means the employee is floating in to the profile.

To move quickly to any day, click the date to open the date menu.

Printing the Daily Schedule

1. Click the Printable View button . This opens a new browser window with the schedule formatted for easy printing.
2. Click the browser Print button, or from the browser File menu, select Print.

Viewing the Weekly Profile Schedule

Option 1: From the Schedule menu, select Administer Schedule > Weekly Schedule. This opens the Weekly Schedule page.

Option 2: Click a date link while viewing schedule data by month. This opens the Weekly Schedule page set to the date clicked.

You can select from four schedule display formats using the green page menu bar.

• Task View displays schedule data in a grid with tasks sorted by start time, then alphabeticly by skill, in the left column and dates across the header rows. The employee's abbreviations display in cells that correspond to an assignment. Display this view by clicking Task View in the green page menu bar.
• Employee View: Alphabetical displays the date across the header row and displays employee names in alphabetic order in the left column. Tasks are shown within the grid cells. Display this view by going to the Employee View menu and selecting Alphabetical.
• Employee View: Custom Display Order displays schedule data in a grid with the date across the header rows and the employee names listed in custom display order on the left column. Display this view by going to the Employee View menu and selecting Custom Display Order. Custom display order is set in the Display Order dialog box of Staff Manager Client.
• List View displays an employee's schedule data in a table that lists date, employee name, skill, assignment, task, start and end times, profile, and assignment notes. Display schedule data in this view by selecting List View in the green page menu bar.

When the Weekly schedule is in Employee view, changes to task start and end times are shown in brackets (<>) after the task: 7am-3p.m. RN <0700-1330>.

When multiple tasks are scheduled in a single day, they are displayed in the Employee views in the following order:

1. Tasks that count in coverage, sorted by task start time.
2. Tasks that do not count in coverage, sorted by task start time.

If a profile is configured to show opportunities, you can show or hide the opportunities by selecting the Show Opportunities check box at the top of the page. This option is unavailable in daily view.

If a profile is configured to allow shift swaps with manager approval, you can show or hide pending swaps by selecting the Show Shift Swaps check box at the top of the page. This option is unavailable in daily view.

The Show Opportunities and Show Shift Swap options are mutually exclusive: selecting one automatically deselects the other.

Note: Your Cerner Clairvia Clinical Consultant may have enabled a configuration setting that controls how employee names are displayed in the Web. If so, you will see employee abbreviations instead of names in areas of Clairvia Web such as messages, shift swap invitations, schedule pages, reports, and so on. If you need to have this setting changed, contact your Cerner Clairvia Client Advocate or Clinical Consultant.

Printing the Weekly Schedule

1. Click the Printable View button . This opens a new browser window with the schedule formatted for easy printing.
2. Click the browser Print button, or from the browser File menu, select Print.

Assignment Notes in Weekly Schedule View

Assignment notes are entered in the Staff Manager Client Schedule Editor by right-clicking a cell and selecting Add/Edit Assignment Note from the menu. In both Employee views, tasks with assignment notes are highlighted with a yellow background. The List view displays assignment notes in the last column. Several Web reports also display assignment notes.

How assignments notes are displayed in Employee views depends on the options you select on the Manager View Configuration page. Managers have the option to view notes:

• On hover only
• Fully displayed in the schedule grid
• Partially displayed in grid (text limited to a specified number of characters) with full note text only available on mouse hover

Viewing the Monthly Profile Schedule

From the Schedule menu, select Administer Schedule > Monthly Schedule. This opens the Monthly Schedule page.

You can select from two schedule display formats using the green page menu bar.

• Task Order displays tasks by start time. In addition, if the profile is configured to show opportunities, you can show or hide the opportunities by selecting the Show Opportunities check box at the top left corner of the page. This option is unavailable in Monthly: Task Custom Display view.
• Custom Display Order displays tasks in custom display order as set in Staff Manager Client using the Display Order dialog box.

To change the month shown, click the month link to open the date menu.

Changes to task start and end times are shown in brackets (<>) after the employee's abbreviation and task: JDOE: 7am-3p.m. RN <0700-1330>.

To see a weekly view for any date in the monthly view quickly, click the underlined date link.

If expected schedule data is not displayed, make sure an active filter is not affecting the schedule view.

Printing the Monthly Schedule

1. Click the Printable View button . This opens a new browser window with the schedule formatted for easy printing.
2. Click the browser Print button, or from the browser File menu, select Print.

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