1. Cerner Clairvia: Schedule Editor Training
Health care is too important to stay the same

2. Current State Leadership Debrief Project Team Readiness
Engagement Timeline
Align
Engage
Activate
Measure
Activate
Alignment Week
Executive
Current State
Review
Current State Leadership Debrief
Measurement Workshop
Project Team Readiness
Future State
Review
Future State
Validation
Maintenance
Training
Integration
Testing
End User
Training
*GO LIVE
Health
Check
Achievement
Value
Review
Stages of the implementation with events and activities.

3. Schedule Editor Agenda
Verify task build information.
Verify employee information.
Generate a schedule.
Troubleshoot conflicts.
Understand and configure the request management process.
Balance, analyze, and publish a schedule.
Configure the manager’s web view.
Understand how to approve/deny Opportunity Requests and Shift Swap Requests

4. Terminology Crosswalk

5. Interfaces

6. HR Integration
Your organization’s Human Resources System, will send data to Clairvia daily.
This interface has been utilized to perform the initial population of employees into the Clairvia database.
The interface’s data flow is uni-directional.
Data maintained by the interface should not be changed in Clairvia because the interface will overwrite your change.
Be careful with the statement “send data to Clairvia daily”. The PeopleSoft interface runs Monday – Saturday at 9:05 am.
Updates are reflected the day after they are made (except for updates made on Saturday which will be reflected on Monday).
If an employee is terminated, they may not drop off of the employee list until the pay period ends.
If an employee transfers to a non-Clairvia unit/profile, the employee won’t fall of your list.
Please contact the Central Staffing Office to request that the employee be “terminated due to transfer to non-Clairvia unit” and provide the new unit and approximate transfer date.
Data not currently maintained by the interface – address and phone number. Data can be manually entered in to these fields and the interface will not overwrite them.
HRIS
Staff
Manager

7. Time and Attendance Integration
Your organization’s Time and Attendance (T&A) system sends punch data to Staff Manager daily. This updates the task start and end times in Staff Manager.
Staff Manager sends schedule data to the Time and Attendance system daily. This updates the schedules in the Time and Attendance system.
1/31/17 – Punch data is not yet turned on; we continue to test it and will alert stakeholders when it is turned on.
Not all tasks flow to KRONOS. You can check whether a task flows to KRONOS by going to Clairvia Client -> Maintain -> Assignment Info -> and then looking at the last tab titled Interfaces.
Here you will see a check box option for “Send to T/A.” You can look at this for any of the tasks in the column on the left.
If this is not checked for a specific task and you believe it should be, please contact the Central Staffing Office with your concern.
T&A
Staff Manager

8. Three Modules of Clairvia Solution
Admin
Staff Manager
Clairvia Web
Facilities
Service Lines
Global Skills
Profiles
Security
Schedule Editor
Daily Editor for Staffing
Employee Info
Assignment/Task Info
Preferences
Staff Manager = Clairvia Client
View Schedules and Shift Opportunities
Make Requests and Swap Shifts
View Expirations and Notifications
Demand Manager
Assignment Manager
Outcomes Driven Acuity

9. What we have built so far…
“So far” would be from the initial 2016 training.

10. In the System Admin Event
Set up foundation of database.
Tasks (shifts) created.
Web Configuration.
Global and Profile Skills.
Job Codes.
Security Groups.
Productivity Settings.

11. Shift Category Partitions
Divide the 24 hour day into logical divisions for reporting and analysis.
Provide for staffing decision points.
Provide standardized time periods for cross unit comparisons.
Shift Category Partitions are used to calculate core coverage.

12. Skills
Maintain -> Employee Info-> tab titled Skills; screen shot above is what you see when you click on “Edit Employee Jobs/Skills” in the Skills tab.
**Recommend scrolling through all employees to ensure they 1. have a skill and 2. it is the correct skill
If there is an entire skill set missing, there may be a job code mapping issue. Please alert the Central Staffing Office.
If one or two people are missing a skill, please check with HR/PeopleSoft to ensure the employee’s information is accurate.
Managers (if they are in the correct security group) can add skills.
Use “Modify a Job/Skill” to add a skill when the employee is missing a skill (e.g., no skill is listed).
The Central Staffing Office can add skills.
Skills may affect pattern generation and the ability to pick up open opportunities or receive ShiftAlerts.
A ‘star’ designated the home profile.
‘P’ designates primary skill.
Employees can be manually transferred or terminated in this tab by those who have the correct security settings.
When an employee is transferred, their skill/s needed to be added back (skills are unit specific so they don’t follow the employee).

13. Core Coverage
Core Coverage numbers are entered during the build process in order to be available for future schedule balancing.
Maintain -> Core Coverage
Core coverage should be updated annually when budget information is updated.
Core coverage is broken up by shift category partition, not by task times.   
This is the number of shift partitions filled, based on budgeted daily staffing.
Number of hours to be worked in the partition divided by the total number of hours in the shift partition
Examples:
0700 – 1100 CTA-C:
If 4 CTA-Cs work 7 – 11 (or later), the core coverage will be 4
Because all CTA-Cs are working 100% of the four hour shift partition
= 16/4 = 4
0700 – 1100 CTA-C: if 3 CTA-Cs work 7 – 11 but one works 8 – Noon, the core coverage will be 3.75
Because the last CTA-C is only there for three of the four hour shift partition
= 15 divided by 4 = 3.75
0700 – 1100 CTA-C: If 2 CTA-Cs work 7 – 11 and 2 CTA-Cs work 0900 – 1300, the core coverage will be 3
Because 2 CTA-Cs work 100% of the shift partition and the other 2 CTA-Cs each work only 2 hours in the shift partition
= 12/4 = 3

14. In the Employee Info Event
Applying the second layer to the foundation though the building of employee data.
Skills
Limits
Patterns
Float Profiles
Permissions
Maintain -> Employee Info

15. Staff Manager Basics and Review

16. Logging in to Staff Manager
Clairvia Support Folder on Citrix
Use MU credentials to log in (Pawprint and password)
Change domain to umhs-users
Clairvia Support Folder P810
Client

17. Schedule Navigator
Schedule Navigator contains common software elements such as menus, toolbars, and icons:
The Menu bar.
Profile Selection.
Calendar navigation buttons.

18. Options/Settings Individual view customizations Options -> Settings
Needs to be completed per user login.
General tab:
Suggest Undo Step Limit be set to 10-20
Suggest Time Format be set to 24 hours
Display tab:
Select display order for assignments, employee, and employee name format
Note – this is the tab where you might see a change in labels – some users have Task/Shift as their label, others may just have Task.

19. Getting Help
There are three methods for getting help within the Staff Manager Client module
The Help menu is located on the menu bar.
The Help icon button which, when clicked, enables selection of a specific section of the screen to view help information.
On most dialog boxes, there is a Help button along the bottom. Click Help to open context-sensitive help information.

20. Employee Info and Assignment Info Review
See the Employee Info PowerPoint for review.

21. Schedule Editor

22. Schedule Editor Schedule Editor Toolbar: New Schedule icon.1 2 3 4
New Schedule icon.
Hide Empty Rows icons.
Staffing Goal menu.
Shift Time menus.

23. Schedule Editor Format
On the Schedule Editor window, from the Format menu, select Editor Setup.
Editor Setup allows users to customize the Schedule Editor window.
Set the Schedule View Range to the number of weeks in the profile schedule.
Click OK.
Maintain -> Schedule Editor -> Format -> Editor Setup

24. Why Do I Need to Set My Weeks in View?
The “Weeks In View” setting allows customization of how many weeks can be seen in the schedule as it is created.
This number also drives the default number of weeks that will be created during schedule generation.
Managers/editors can change this to their preferred view.

25. Schedule Editor
The Schedule Editor is where we build on the foundation we have established and begin working on a schedule.
Probably want to schedule to staff size.
If you don’t schedule to staff size, you may have issues with patterns.

26. How do you create your Schedules?
Clairvia will simplify your current schedule method or help you adopt a new one.
Schedulers for each profile can use a comfortable hybrid of the following schedule creation methodologies:
Full Pattern Schedule - Fixed patterns populate a balanced schedule and adjustments are made for time off and other one time events (approved requests).
Self Scheduling - Allow the employees to request to work their desired shifts. The schedule populated by request is then balanced after the period of time during which the scheduling period is open for requests.
Hybrid Schedule - Generate Schedule using Clairvia’s AutoStaffing feature – Using employee data, the autostaffing engine fills in the schedule after patterns and requests are applied.

27. Scheduling: Generating Schedules

28. Schedule Generation: Schedule Cycle
Generate Skeletal Schedule
Fill Opportunities and Shift Swaps
Employee Requests
Publish Final Schedule
Generate Pending Schedule
Create Opportunities
Balance Schedule
Approve or Deny Requests

29. Schedule Generation Best Practice
The Best Practice for Generating a Schedule uses the following steps:
Generate patterns and approved requests and Publish the schedule to provide staff with their repeating schedule.
Departments that use a Team Scheduling process enter requests for their remaining schedule dates.
Change the Publish date and generate Pending Requests to complete the department schedule.
Resolve Scheduling Conflicts and balance the schedule by moving request to meet department needs.
AutoStaff to fill holes in the schedule.
Adjust and balance the schedule as needed to meet department needs.
Approve Pending Requests and create Opportunities for any existing holes in the schedule.
Publish final schedule.
Team scheduling = self scheduling

30. Why Do We Use the Schedule Generation Cycle?
To ensure all necessary steps are taken for a complete schedule posting.
To keep schedule steps in the order needed to provide an accurate schedule to the employees.
To synchronize the schedule presentation times so employees receive schedules and opportunities in a standardized time and manner.

31. Schedule Generation
Prior to the day the schedule becomes available for employees to enter their team requests, generate a schedule that includes patterns and approved requests.
This provides a scheduling framework from which the employees can determine future requests.
With this, employees know what days they will need to ask off, which days they are not patterned and could work, and where their long term requests have been approved.
Things to keep in mind:
“Remake” wipes out anything you already had in the schedule and only generates what you have selected.
This can be a problem if you have a schedule that you have already made.
Should probably only use remake if you are scrapping your schedule and want to start over.
Managers/schedulers can generate and publish on their time; access for the end user is controlled by the system.
Recommendation is to wait until two week period is over to generate pending requests as opposed to doing it one week in and again at the end of the period.
Important to remember to change the publish date back to the current schedule date so that during the balancing period employees cant’ see you moving them.
Suggest printing the Requests Details Report (Reports -> Employee -> Requests Detail) at the beginning of every schedule making process.

32. Let’s Schedule!

33. Schedule Generation From the Maintain menu, select Schedule Editor.
Enter a start date (1).
This tells the solution when to begin the new schedule
Choose Schedule to Staff Size from the Staffing Goal menu (2).
Since our maximum “Staff Size” is often larger than our “Core Coverage”, this allows for more employee availability when scheduling.
From the File menu, select New Schedule.

34. Schedule Generation Parameters
Select Default Dates. Verify that the Start Date and End Date are correct
Under Schedule Type, select Approved Requests and Patterns. Deselect all other check boxes.
Click Select All in the Task/Shift pane.
Make sure Overwrite Planner data is selected.
Click Generate. 1 2
Schedule cycle dates can be found here:
Tip: MUHC is not using AutoStaffing so you do not want to have the box checked. 4 3 5

35. Schedule Generation: Publish
Schedule publishing start and end dates determine what schedule data the application displays to employees in the Web application.
From the Options menu, select Publish.
Change the End Date to the last day of the upcoming schedule.
Best Practice is to set the Start Date for the first schedule and then not change it for future schedules.
Click Apply to save changes.

36. Why Do I Want to Change the Publish Date?
By changing the publish date, the employee schedule view can be suppressed while the schedule is a Work In Progress.
As schedules are brought in and requests are considered, approved, and denied, this work can remain unseen by employees and thus avoid schedule decision questioning prior to the schedule posting date.

37. Generating for Pending Requests

38. Schedule Generation: Schedule Cycle
Generate Skeletal Schedule
Fill Opportunities and Shift Swaps
Employee Requests
Publish Final Schedule
Generate Pending Schedule
Create Opportunities
Balance Schedule
Approve or Deny Requests

39. Schedule Generation: Requests1
Once the request deadline is reached, pending requests need to be generated onto the schedule.
Change the Publish date to the last day of the current schedule.
Open the schedule generation dialog box.
Select Default Dates. Confirm start and end dates.
Select all tasks.
Select only Approved and Pending Requests.
Click Generate. 2 3 5 4 6

40. Scheduling: Conflicts

41. Why Do I Want To Review Request Conflicts?
Employees can create a request to work a shift that would violate a constraint setup in the system:
Limiting maximum worked hours.
Not permitting 2 shifts to be worked on the same day.
By reviewing these Request Conflicts these requests can be prevented from populating onto the schedule.
This review will also identify changes needed to the schedule to accommodate a request:
e.g., Bringing in a Day Off request and removing the scheduled shift.

42. Schedule Generation: Pending Requests
Any request resulting in a conflict will open a conflict dialog box when requests are generated onto the schedule.

43. Max Hours
Assigning the employee to the selected task will exceed the maximum number of hours the employee is expected to work. This is set on the Limits tab of the Employee dialog box. This type of conflict can be overridden.
Trying to schedule a pattern over an employees set limit may result in pattern generation issues.

44. Employee Incompatibility
Due to incompatibility, the selected employee should not work with another employee already assigned to the scheduled task. This information can be found on the Incompatibility tab of the Employees dialog box. This type of conflict can be overridden.
This can be used, for example, if you have a husband and wife who work on the unit and they shouldn’t be scheduled at the same time.
This feature is NOT meant to separate two employees who are “fussy” when working together.

45. Assignment Limit
The employee will exceed the assignment limit if staffed. This information can be found on the Limits tab of the Assignments dialog box. This type of conflict can be overridden.
Use the Help function when you have the Assignment Info box open and are in the Limit tab to learn more about this feature.

46. Not Sameday Compatible
The selected employee is already assigned to a task on the given day and the tasks are not sameday compatible. Sameday compatibility is set on the Sameday tab of the Assignments dialog box. This type of conflict can be overridden.

47. Shift Full
The shift is fully staffed based on the Staff Number size. This type of conflict cannot be overridden while in Employee View. To add a slot on a one-time only basis, right-click on the cell and select Increase Slot from the context menu. If additional staff is needed on a regular basis, increase the Staff Number on the Task tab of the Assignments dialog box.
If additional staff is needed on a regular basis and you do not have the ability to increase the Staff Number, contact the Central Staffing Office to request an increase in Staff Size for a particular task.

48. Staff List
The selected employee is not on the staff list of the selected task. Verify that the employee skill matches the task skill. The staff list is on the Staffing tab of the Assignments dialog box. If the profile is using Groups for the staff list, the employee can be added to the group with the Employees dialog box. This type of conflict can be overridden.
Employee Skills can be verified in Maintain -> Employee Info -> Skills tab.
If you do not have the ability to add/edit an employee skill, check with your manager or the Central Staffing Office.

49. Viewing the Schedule

50. Schedule Generation: Color Coding
All processed requests and patterns appear in the Schedule Editor window.
Each type of schedule entry is color-coded for easy identification.

51. Schedule Generation: Color Coding
Font Color
AutoStaffed: Black
Staffed by Pattern: Green
Staffed Manually: Purple
Staffed by Link: Blue
Approved Float Assignment: Pink
Pending Request: Orange for home profile requests
Approved Request: Red for home profile requests
Note – the color coding in Clairvia Web does not mean the same as in Client/Staff Manager

52. Schedule Generation
Additional tools provide the ability to quickly and easily find available employees in the home profile and qualified employees in other profiles
The Float Window is only available in View by Assignment; you cannot see it in View by Employee.

53. Availability Window
Shows employee availability based on the schedule target and any configured constraints.
Displays the employee’s priority for the selected task in parenthesis () before the employee name.
Provides conflict reason for any employee who is unavailable.

54. Why Use the Availability Window
Clairvia compares the selected shift against all the constraints setup in the system.
By selecting only those employees that appear as available, conflicts are prevented.
By eliminating all employees with a conflict, selection of a proper employee for the shift can be done quickly and accurately.

55. Schedule Balancing

56. Staffing Analyzer
Displays discrepancies between an optimal schedule and the current schedule.
Displays employees who are not assigned to enough shifts to meet their minimum limit or who are assigned more shifts than their maximum limit.
Staffing Analyzer is only accessible when the Scheduler Editor is the active window. You can either select it from the View menu or right click the schedule and select View Analyzer from the menu (if in Assignment View) or Staffing Analyzer (if in Employee View).
The Staffing Analyzer can remain open while you work in Schedule Editor. As you make changes to the schedule, those changes are reflected in the Staffing Analyzer in real time.

57. Balancing the Schedule
Balance the schedule using the Schedule to Core Coverage Staffing Goal.
The Coverage Totals tab at the bottom of Schedule Editor shows where the schedule requires balancing.
Point the cursor at the top number to see the Core Coverage target.
The schedule analysis pane is on the bottom with the schedule pane on the top.
The read-only Schedule Analysis pane shows the coverage needed for each Skill and Shift Category Partition per day or hour and the staffing deviation from requirements set in the Workload Planner window (if you select Staff to Plan or Schedule to Staff Size) or deviations from staffing requirements set in the Core Coverage window (if you select Schedule to Core Coverage).
When you position your pointer at the number in the bottom row, Staff Manager displays the number of hours the schedule deviates from the requirements of your selected staffing goal. If the number of scheduled hours is on target, nothing displays when you position your pointer over the number.

58. Why Do I Balance to Core Coverage?
By choosing the “Core Coverage” as the scheduling target Clairvia will compare the coverage on the schedule, including pending requests, against the budgeted staffing for an average census day.
All areas of overstaffing, compared to that budget, will be highlighted in Red while all areas understaffed will be highlighted in Blue.
This allows for balancing of the schedule by approving or denying requests to reach that budgeted staffing.
Tasks that are staffed over the staffing requirement display in red.
Tasks that are staffed according to requirements display in black.
Understaffed tasks display in blue.
You can learn more about the schedule analysis pane and balancing to core coverage using the Help function.

59. Balancing the Schedule
The columns on the left identify the Shift Category Partition and skill of each coverage row.
The top number represents the number of FTEs scheduled
The bottom number represents the FTE variance between the staff scheduled and the target
Coverage Totals are color-coded to provide quick identification of where action needs to be taken.
Red means staffing is over the target.
Blue means staffing is under the target.
Black means staffing is on target.

60. Schedule Editor Review

61. Schedule Generation: Schedule Cycle
Generate Skeletal Schedule
Fill Opportunities and Shift Swaps
Employee Requests
Publish Final Schedule
Generate Pending Schedule
Create Opportunities
Balance Schedule
Approve or Deny Requests

62. Schedule Editor
The Schedule Editor is where we build on the foundation we have established and begin working on a schedule.

63. Schedule Generation Parameters
Select Default Dates. Verify that the Start Date and End Date are correct
Under Schedule Type, select Approved Requests and Patterns. Deselect all other check boxes.
Click Select All in the Task/Shift pane.
Make sure Overwrite Planner data is selected.
Click Generate. 1 2 4 3 5

64. Schedule Generation: Pending Requests
Any request resulting in a conflict will open a conflict dialog box when requests are generated onto the schedule.

65. Availability Window
Shows employee availability based on the schedule target and any configured constraints.
Displays the employee’s priority for the selected task in parenthesis () before the employee name.
Provides conflict reason for any employee who is unavailable.

66. Float Window
Shows employees from other profiles who have been configured to float to this profile.
Those who are eligible to float but unavailable to be assigned have a red X next to their name.
Available employees display with their contact numbers on the right side of the dialog box.

67. Why Use the Float Window
The float window provides a single window showing all employees that have been authorized by their managers to float to the current unit.
It also compares their skill against the selected task and checks to see if they are already scheduled in order to determine if they are available.
This saves considerable time and effort in finding and floating an employee in.

68. Increasing Slots
When more employees need to be assigned than the staff number allows for a task, Increase Slot is used.
Tasks may need to be split between employees.
Short term volume increase requires additional staffing above expected maximum.
Right-click a cell for the task and choose Increase Slot from the shortcut menu to provide an additional cell for the added assignment.

69. Manual Edits
Schedule entries can be made manually by using the following:
Availability Window
Float Window
The Editor displays manual entries in purple.

70. Changing Start and End Times
Scheduled shift start and end times can be entered in two ways:
Right-click a cell and select Change Time from the context menu, then update the time as desired.
Click the desired cell and directly update the start or end time.

71. Why Should I Change the Shift Times
Updating start and end times on a shift when they occur, help in a number of ways:
Ensure currently run reports are accurate.
Provide an accurate staffing view of the unit for float purposes.
Immediately indicate staffing shortages rather than awaiting updates from the next Time and Attendance interface update.

72. Assignment Notes
Right-click the shift cell and select Add/Edit Assignment Note from the context menu.
These notes appear on various reports in both the Client and Web applications.
This provides a means of adding explanation on these reports for shift exceptions or other unusual occurrences.

73. Request Management Review

74. Request Management
From the Web, you are able to approve or deny requests.
However, this will NOT automatically display on the schedule in Client. While the request will be converted to approved or denied, the scheduler must generate the schedule to display the requests in the Schedule Editor (Client).
You may choose to utilize the web to approve or deny requests that require more immediate attention.
Best practice is to utilize the Client to both manage and display requests.

75. Request Approval
Requests can be approved either individually or all at once.
Individually
Click the cell holding a pending request
Right-click and select Request from the context menu.
Select Convert to Approved Request.
As a group
Click the upper left corner of the Schedule Editor window above the Assignment column.
Suggestion to print the Requests Detail Report at the beginning of the schedule making process.
Reports -> Employee -> Requests Detail

76. Deny Requests
Requests that were not approved via the approval process in Schedule Editor should be denied in the Requests window.
Go to the Schedule Navigator window.
From the Maintain menu, select Requests ► Requests.
Double-click the Status column heading to sort requests by status.
Locate the Pending requests and select Deny from the menu.

77. Adding Opportunities and Publishing the Final Schedule

78. Opportunities
When time allows for certain schedule needs to be presented to employees for voluntary assignment, an opportunity can be created for available staff.
Incomplete Team Scheduling.
Shift changes after the schedule has been posted.
Schedules should be ready to post before creating opportunities.
Opportunities can be either Consider Me or Schedule Me.
Opportunities can be Overtime Approved on posting.
Schedule Me opportunities are automatically filled when a qualified employee signs up for them.
Consider Me opportunities, however, you must approve the application in Clairvia Web for an employee to be assigned to the opportunity.
If no employees apply for an opportunity, you can fill the opportunity manually.

79. Schedule Generation: Publish
Schedule publishing start and end dates determine what schedule data the application displays to employees in the Web application.
From the Options menu, select Publish.
Change the End Date to the last day of the upcoming schedule.
Best Practice is to set the Start Date for the first schedule and then not change it for future schedules.
Click Apply to save changes.

80. Configuring the Manager View in the Web

81. Manager’s View Configuration
In the bar graph – actual is what you have in Schedule Editor and target is what you have in the Workload Planner.
You can click on the bars in the graph to drill in on the time frame.
You can click on them again and it will break it out by role.
The Message Center is global for the units you “own.”

82. Web -> Configure -> Manage View
1. Select profiles
2. Suggest setting to 2 or 3 to eliminate alerts on FTE. May frequently be over by 1 or 2 people.
3. Suggest 30 days out so have time to have conversation with staff. (Suggest days for employees’ settings).
4. One day may be enough, but up to user.
5. Select preference
6. Select preference
7. Select preference (removes graph if not selected)
8. Select preference
9. Select preference
10. Select preference
11. Select preference (shows alerts in top right hand)
12. Select to see punches with assignment notes
13. Select preference
14. Suggest selecting
15. Select preference
16. Select preference; easiest way is hover with no spacing in 17
17. Suggest No Spacing
18. Select preference; select once daily or not for those that have happened in the last 24 hours
19. Select preference; select once daily or not
20. Select preference; select once daily or not

83. Review

84. Schedule Generation Best Practice
The Best Practice for Generating a Schedule uses the following steps:
Generate patterns and approved requests and Publish the schedule to provide staff with their repeating schedule.
Departments that use a Team Scheduling process enter requests for their remaining schedule dates.
Change the Publish date and generate Pending Requests to complete the department schedule.
Resolve Scheduling Conflicts and balance the schedule by moving request to meet department needs.
AutoStaff to fill holes in the schedule.
Adjust and balance the schedule as needed to meet department needs.
Approve Pending Requests and create Opportunities for any existing holes in the schedule.
Publish final schedule.

85. Schedule Generation: Schedule Cycle
Generate Skeletal Schedule
Fill Opportunities and Shift Swaps
Employee Requests
Publish Final Schedule
Generate Pending Schedule
Create Opportunities
Balance Schedule
Approve or Deny Requests

86. Quiz!

87. Schedule creation occurs in
Review Question
True or False?
Schedules are created in the Schedule Navigator.
False
Schedule creation occurs in
the Schedule Editor.

88. The first step is to generate and publish for patterns
Review Question
True or False?
The first step in the schedule generation cycle is to generate for pending requests.
False
The first step is to generate
and publish for patterns
and approved requests.

89. Review Question
What conflict can NOT be overridden?
Shift Full

90. The staffing target should be
Review Question
True or False?
When schedules are generated for Patterns and Approved Requests the staffing target should be Schedule to Core Coverage.
False
The staffing target should be
Schedule to Staff Size.

91. Review Question
There are three ways to use online help in Staff Manager. Name one of them.
Help Menu
Help Icon Button
Help Button on open dialog box

92. Session Objectives Verify task build information.
Verify employee information.
Understand the request management process.
Generate a schedule.
Troubleshoot conflicts.
Balance, analyze, and publish a schedule.
Generate schedule-related reports.

93. Wrap Up and Questions
Suggest adding your project team contact information here

94. Ideas

95. Clairvia Community
management-community