Layout and Filtering Schedules
Control the layout and filtering options for your schedules.
Select Layout at the top left of the schedule. Click on the Grid option and then choose how you would like to rearrange the schedule’s display as a grid.
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Clicking on the By Assignment option will organize the schedule’s display around assignments.
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Clicking on the By Person or By Assignment will organize the schedule’s display around team members.
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Clicking on the By Date/Assignment option will organize the schedule’s display around assignments and dates.
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Clicking on the By Date/Person option will organize the schedule’s display around team members and dates.
Click on the Calendar option and then choose how you would like to rearrange the schedule’s display as a calendar.
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Clicking on the By Person option will display the schedule as a team calendar.
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Clicking on the By Assignment option will display the schedule as an assignment calendar.
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Clicking on the By Person (Last Name) option will display the schedule as a team calendar using members’ last names.
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Clicking on the By Assignment (Last Name) option will display the schedule as a team and assignment calendar using members’ last names.
To change the schedule’s text size and spacing format, click on the Display Density option. You can also change the display density through your profile options. See My Profile for details.
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Choosing the Comfortable format will rearrange the schedule in an easy-to-view layout.
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Choosing the Compact format will condense the schedule so more information fits on the screen.
To rearrange a schedule based on one or more fields only, click on the Filter option.
This action will populate a new menu. You may use the options in the Filter menu to edit how you view the schedule.
Additional menu options are based on hire dates, assignments, providers and related choices, as well as options based on weekdays or background and text colors.
To view unassigned dates for a particular provider, click on the Highlight Weekday Empty Cells option. This will prompt a View Empty Weekday Cells (Highlight) pop-up window. Choose the color and click on the button.
The system will then highlight all empty weekday cells with the requested color.
Video Tutorial: Schedule Layout and Filters
How do I change the layout or filters on a schedule: A short video of schedule layout and filters