You can easily 'Finalize' CrewScheduler assignment records with a couple clicks of the mouse. This is useful for locking payroll records, reviewing entries, etc.
To finalize an Assignment, simply click the 3 black dots in the upper right hand corner - and then click 'Finalize':
You'll notice a green check mark appears in the upper left hand of the assignment. You can hover over this and see who finalized the record, and the date / time it was finalized.
A system log entry is also made showing the same:
You can finalize ALL assignments in one simple method. To do this, open the CrewScheduler and click 'More Options' in the upper right hand corner, then click 'Finalize All assignments':
This will finalize all assignments in the CrewScheduler, and add a log entry for such.
You can unfinalize an entry by clicking the 3 dots, and clicking 'Unfinalize'. A system log entry will be generated:
ALERT: Changing any record on a finalized assignments will automatically Un-Finalize a record and add a system log entry:
Important: Only users with the permission to 'Can Finalize Assignments' will be able to do this
Note that anyone who has the permissions listed above will still be able to make changes to the scheduler after it has been finalized. Those changes will automatically un-finalize the corresponding assignment and stamp that change in the system log.
You can 'lock' the CrewScheduler for days in the past, in the event that you do not want anyone to be able to make changes/edits to it. This is controlled by a User Permission. If you want to lock the CrewScheduler, you will simply need to ensure the ...
Initiating A New CallBack From The Crew Scheduler
Aside from initiating a new CallBack from the CallBack module, you can also initiate a CallBack to fill an open slot from within the CrewScheduler. Initiating a CallBack from within the CrewScheduler has the advantage of pre-populating the work shift ...
How to Schedule Employees
Click on link to watch our video: How to Schedule an Employee Before you get started scheduling your employee(s), you'll want to make sure you have built out all of your assignments and work codes. To schedule an employee(s) to an Assignment: Click ...
CrewScheduler Employee Labels
Sometimes, it is useful for organizations to indicate different 'labels' for their employees within their Crew Scheduler assignments. Examples could include indicating the employee who is a Captain, a lead nurse, or apparatus driver for example. How ...
How To Schedule Employees On Rotating Patterns
Most organizations will want to schedule their employees on repeating patterns. This is very easily accomplished within the scheduling system. In the below example; we will place an employee on a rotating 1 on 2 off rotation, commonly known as a ...