Browse Facilities

Access The following roles are assigned the Facility - View permission by default: Staffing Dashboard - Full Access, Manager, and higher. The Facility - Change permission is reserved for PI Labor Corporate Administrators roles and higher. 

To browse facilities: 

  1. Sign in to Facility Scheduler.
  2. Navigate to Facilities > Browse Facilities.

Facilities Browse Screen

  1. All facilities to which you have access are listed on the Browse Facilities screen. Click the name of a facility. 
  2. On the Facility > General Info screen you can view facility configuration settings. Users assigned the Facility - Change permission my update these settings by clicking the Edit button.
  3. To save edits, click Save.

 

Facility General Info Field Definitions

 

Field Name

Description

Co. Id.

Unit number.

Facility

Facility.

Weekend Start Day

Day the weekend starts.

Weekend Start Time

Time the weekend starts.

Weekend End Day

Day the weekend ends.

Weekend End Time

Time the weekend ends.

Default

Schedule Date.

First Schedule Start Date

When the Department is built to begin using.

Day In Schedule

How many days are in a schedule.

 

Prior Days Editable

Number of days for the current date that a user can go back and edit the schedule.

Default Schedule

 

Format Type for schedule view.

Schedule Format

Segments typically setup for 2 week periods.

Time Zone

Time zone.

Allow Needs to be released automatically?

Ability to release needs automatically.

Use of Metric

Ability to turn on or off the Schedule Quality Metrics functionality.

Dual Sign off Enabled

Two-Level Schedule Approvals for Posting: Dual Signoff Enabled.

 

Scheduling excellence requires that schedules meet certain metric scores as close as possible. If a schedule meets the designated metric criteria, the schedule can be posted by the person creating the schedule.

If the metric scores are outside the designated criteria limits, then the schedule must be reviewed by a second person and either approved or rejected.

Because of this change, schedules are now independent of each other. Posting one schedule no longer moves future schedules into the Planning phase and no longer posts previously un-posted schedules.

Enable Import from Time/Attend

Flags to turn on or off the importing and exporting of data to interface systems.

 

Enable Export to Time/Attend

Flags to turn on or off the importing and exporting of data to interface systems.

Exclude Exempt Employees from Time/Attend. Export

Flags to turn on or off the importing and exporting of data to interface systems.

Enable Import & Export to ISAS

Flags to turn on or off the importing and exporting of data to interface systems.

Pay Period Start Date

 

The original setup of the department pay period date.

Pay Period Duration

Length of a pay period.

1.0 FTE equals

Defines a FTE.

Custom Fields

 

Allows users to define what fields appear on the schedule page.

Credential Tracking Status

Option to keep track of credentials.

Days Before Credential Expires to Block/Warn.

Option for warning credentials.

Facility Prefix

Prefix of the facility

 

Additional Information

  Facilities General Info

Schedule Periods

Holidays - Defining Facility Holidays

HR Exceptions - Viewing HR Exceptions

HR Conflicts

Configure Staff Only Reports

 

 

 


      Facility Scheduler 3.11.14.0