Where Diary Schedules lives and how the page is laid out: choosing a clinician from the list, the labels that flag what needs attention, the filters, and the four tabs.
Video 1 of 6 in the Diary Schedules series · 1:19
What the video shows
Everything about when a clinician works is kept on one page. You'll find it under Utilities, Housekeeping.
Click it, then choose the Diary Schedules tab. Closing the main menu gives the page a little more room. To begin, it asks you to choose a clinician.
On the left is a list of your clinicians, each with their diary colour.
Small labels flag anything that needs attention. No pattern means their working hours haven't been set up yet. You may also see On time off today, or Unsaved zones.
Type in the search box to find someone quickly.
Tick Show inactive staff to include people who have left. Show one-off changes adds one-off changes to the list of working patterns.
Click a clinician to see their week. We'll choose John Jones.
There are four tabs: Week overview, Working pattern, Time off and Booking zones.
The Week overview opens first. It shows their week just as the diary will, with working hours, lunch, time off and booking zones together.
Copy from lets you start from another clinician's set-up. Show Performer Details opens their staff record.
And Help, at the top right, opens the guide for this page in a new tab.