Contents

Getting Started - Read this first!
Troubleshooting

Basic time block tutorials

STEP1: How to build a recurring schedule (tutorial)
STEP2: How to create a schedule for one week (tutorial)

General Setup

Company settings
Employees
Modifying the list of locations
Modifying the list of departments
Modifying the list of tasks
Modifying the list of times of day

Time block editing

Adding time blocks

Adding time blocks one at a time (tutorial)
Adding time blocks to mutiple days of the week (tutorial)
Adding open time blocks for later assignment (tutorial)


Selecting time blocks

Selecting individual time blocks (tutorial)
Selecting all time blocks in a day (tutorial)
Selecting all time blocks in a group (tutorial)
Selecting all time blocks in a week (tutorial)


Editing time blocks

Editing a single time block (tutorial)
Editing time blocks in combined mode (tutorial)
Editing all time blocks in a selection (tutorial)
Editing the needed coverage to be assigned later (tutorial)


Changing details for mutiple time blocks all at once (tutorial)
Copying and moving time blocks (tutorial)

Scheduling each week

Initializing, posting, and emailing the schedule (tutorial)

Scheduling time off

Handling employee requests for time off (tutorial)

Employee Availability

Entering and using employee availability (tutorial)

Auto-scheduling / scheduling conflicts

Rules, auto-scheduling, and viewing conflicts
Managing Rules (tutorial)
Auto-scheduling (tutorial)
Showing conflicts (tutorial)

Communicating the schedule to employees

Emailing employees schedules and general group email
Printing the schedule

Viewing schedule information

Cross-Sections Bar (tutorial)
Sort Bar (tutorial)
Weekly Headers (tutorial)
Status Bar (tutorial)
Default View (tutorial)

Reports

Weekly Coverage Report (tutorial)
Daily Coverage Report (tutorial)
Hours Report (tutorial)
Exporting to Excel (tutorial)

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