Schedule with Credentials Tracking

One of the custom columns facilities can choose to display on their schedule is staff Credentials / Competencies.

The employee's credential status displays in this column alerting both the employee and the scheduler of required training and/or expired credentials. Facility settings determine whether employee's can be scheduled if their credentials have expired.

Users may select to view credentials or competencies by clicking the selection in the column header.

CREDENTIAL STATUS
C	Compliant if all of the employee's credentials are current and none will expire in the next 90 days.
Date	The date an employee's credential expires if it is within the next 1-89 days. If more than one credential will expire, the earliest expiration date displays.
Exp	Expired if any of the employee's credentials have expired.
Shift Code	Displays in blue if the facility credential status tracking is set to either Block or Warn.
Blank	The Facility's Credentials monitoring is set to Off.

There are two options for scheduling with credentials tracking.

Block
Warn

These are set at the Facility and/or Department level and determine whether employees with expired credentials can be scheduled beyond a credential expiration date. Facility Scheduler allows shifts to be scheduled beyond a credential expiration date as long as the expiration date is in the future. The assumption is that the credential will be renewed for it expires. Shifts scheduled beyond the credential expiration date display in blue font.

If the Credential Tracking Status is set to Block:

Scheduled shifts are canceled on the credential expiration date. The schedule, daily roster, and staffing dashboard are updated to no longer list the blocked employee.
Future shifts will be automatically canceled one day prior to the scheduled shift date until the credential is renewed.
Both the employee and the person designated to receive notifications for expired credentials will be notified by email of the canceled shift.
No future shifts can be added for the employee once the expiration date passes.

If the Credential Tracking Status is set to Warn:

Scheduled shifts are not cancelled past the credential expiration date.
Both the employee and the person designated to receive notifications for expired credentials will be notified by email for every shift worked until the credential is renewed.

Additional Information

Competencies Overview

Facility: General Information

Department: General Information