Defining Resource Schedules

In this section of the Building a Business Calendar for a Clinic scenario, you will use the Define Resource Schedules screen to define clinic resource schedules. The Define Resource Schedules screen allows an availability schedule to be defined for the selected clinic resources.

NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.

Complete the following steps to perform this scenario:

To begin this scenario: The Build Clinic Calendar screen should be displayed and resources should be defined for the clinic for which you will be defining resource schedules. For more information see the Display the Build Clinic Calendar Screen and Defining Resources scenarios.

1. Select a Clinic for which to define resource schedules.

2. Click the Define Resource Schedules toolbar button. The Define Resource Schedules screen displays.

Begin completing the screen under Schedule Information.

3. Select the resources to be scheduled in the Resource list box.

NOTE: If multiple resources need to be scheduled for the same work period on the same days of the week and the same weeks of the month over the same span of time, you would select all of those Resources at this time.

4. Enter a Start Time and an End Time for the selected clinic resources' work period.

NOTE: When entering a time, press the A key to specify AM or the P key to specify PM.

Remember to take lunch breaks into account when defining resource schedules. If an individual or group of resources is going to be working an eight hour shift with an hour off for lunch at noon, schedule a work period with a Start Time of 08:00 AM and an End Time of 12:00 PM. Then create another work period with a Start Time of 12:00 PM and an End Time of 04:00 PM.

5. Under Clinic is Open, check the check boxes, as necessary, to specify the weeks of the month to schedule the selected resources for the specified work period.

NOTE: Click the Mark All button to check all the check boxes in the Clinic is Open group box. Or, click the Clear All button to uncheck all the check boxes in the Clinic is Open group box.

6. Under On Days, check the check boxes, as necessary, to specify the days of the week to schedule the selected resources for the specified work period.

7. Enter or select both the Apply from and To dates to specify the date range for which to define the schedule.

NOTE: The To date defaults to the date entered in Apply from.

8. Click Apply. The Event Log screen displays.

9. Click Close. The Previously Defined Resource Schedules data grid on the Define Resource Schedules screen is refreshed to display the scheduled resources.

Repeat the process, as necessary, until all resources for the selected clinic have been scheduled. When scheduling the last work period for the last individual or group of resources, click OK instead of Apply to process the screen.

Congratulations! You've defined a resource schedule for a clinic.

Software Version: 2.40.00