Copy Matrix

Access: Users assigned the Department - Edit Staffing Grid permission can access and view staffing matrix settings. By default, the following roles are assigned this permission: Administrator, Facility Administrator, Facility Coordinator, Director, and Scheduling Excellence Administrator.

 

Staffing matrices must be created for all summary periods for each day of the week. Copying an existing complete matrix and then making edits as needed is often faster than creating each summary period for each day separately from scratch.

To copy a staffing matrix:

1. Navigate to the desired department.
2. In the navigation sub menu, click Staffing Matrix.
3. Click Change Filter to select the Effective Date and Dept. Summary TO which you wish to copy a completed matrix. 
4. Click Save.
5. Click the tab for the day of the week TO which you wish to copy a completed matrix.
6. Click Copy Matrix.

Department Staffing Matrix Screen

7. The Copy To section displays the selection made above.
8. In the Copy From select the Dept. Summary and Day of Week you wish to copy.
9. Click Save.

 

Department Matrix Copy Screen

 

The selected department summary will be updated and saved. Review the staffing levels and edit as necessary to meet daily staffing needs for each skill.

 

Additional Information

Staffing Matrix Overview

Edit Staffing Matrix

Departments: General Information

 

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      Facility Scheduler 3.11.15.0