Using this function enables you to create an allocation location and time. After this is created you will then be able to allocate staff to that location.
You can click on or to utilise the "Add New Allocations" function. Once clicked you will see the following pop-up:
Here is an explanation of the different fields:
- Location: the location of the allocation. You can either use the drop down to select an already-defined location, or manually type a new location. E.g. Operating Theatre 1, Clinic C, etc.
- Label: If you have defined label, you can assign one here. In some hospitals these are used for clinical designations (e.g. ENT, Neuro, Cardiac, etc.) or campus definitions (e.g. main campus, off-site location)
- Time: Whether the shift is a standard timing (e.g. AM or PM) or some other timing.
- Notes: Any extra notes or comments that doctors need to take note of for that shift.
- Draft - Only administrators are able to see the various changes that have been made to the roster as well as who have been rostered.
- Publish - All users will be able to view the roster.
Once a draft is created the new allocation will be shown on the allocation page (A). If it is in draft it will be shown in yellow:
To add a doctor to the allocation click on the "+" at (B)
Click on to add a doctor to the shift:
Features available are:
You can use the search bar to find a specific doctor (C).
You can use a drop-down to filter a particular group (D).
Availabilities (E): This allows you to be able to see all the doctors who are:
- Unallocated: staff who have not been given a task but are scheduled to be staffed at that time
- Available: staff who are not normally scheduled to be staffed at that time but who have indicated (via their personal profile) that they are available to be staffed if required.
- Allocated: Those who are already allocated at that time.
- Leave: Those that are on leave at that time.
- Call: those on-call on that day, and therefore may not be available for allocations.
- Unavailable: All other staff.