Video Tutorials

Home

How do I navigate the homepage in Physician Scheduling: A short video of how to navigate the homepage

Overall Menu

How do I navigate Physician Scheduling: A short video overview of menus

Navigation

How do I navigate Physician Scheduling: A short video overview of menus and navigation

Help

Where do I find help in Physician Scheduling: A short video overview of help

Log In

How do I login to Physician Scheduling: A short video of logging in

Log Out

How do I logout of Physician Scheduling: A short video of logging out

My Account Basics

How do I edit my information, change my password, and update default settings in Physician Scheduling: A short video of My Account

Add Recurring Assignment

How do I create a new recurring assignment for a user in Physician Scheduling: A short video of adding new recurring assignments

Edit Recurring Assignment

How do I edit a recurring assignment in Physician Scheduling: A short video of editing recurring assignments

Delete Recurring Assignment

How do I remove a recurring pattern or assignment in Physician Scheduling: A short video of removing recurring rules

Add Users in Bulk

How do I add users in bulk with their email address in Physician Scheduling: A short video of adding new users via email

Add New User

How do I add a new user in Physician Scheduling: A short video to add a new user

Adjust Lockout Dates

How do I adjust a lockout date: A short video of how to adjust a lockout date

Assignment Data Dump

How do I export schedule data in Physician Scheduling: A short video of the assignment data dump tool

Cell Highlighter

How do I quickly edit assignments with formatting and notes in Physician Scheduling: A short video overview of Cell Highlighter

Delete Draft

How do I delete a draft in Physician Scheduling: A short video of deleting a draft

Delete Recurring Pattern

How do I remove a recurring pattern or assignment in Physician Scheduling: A short video of removing recurring rules

Generation Logs

How do I access generation logs in Physician Scheduling: A short video of viewing generation logs

Edit Generation Access By Core Group

How do I view or change all users' schedule generation access: A short video of manage schedule generation access by core group

Edit Other Fields By Core Group

How do I view or change users' other fields in Physician Scheduling: A short video of managing other fields by core group

Edit Schedule Access By Core Group

How do I view or change all users' schedule access: A short video of managing schedule access by core group

Edit Tool Access By Core Group

How do I view or change users' tool access in Physician Scheduling: A short video of managing tool access by core group

Edit User Access

How do I view or change a user's access in Physician Scheduling: A short video of editing a user's access to schedules and tools

Edit User Basics

How do I change a user's basic information in Physician Scheduling: A short video of editing a user's basic information

Edit User Groups By Core Group

How do I view or change all user's user groups: A short video of managing user groups by core group

Edit User Groups

How do I change a user's user groups in Physician Scheduling: A short video of editing user groups

Edit Additional Information

How do I enter other information for users in Physician Scheduling: A short video of editing a user's additional information

Edit User's Stats

How do I edit user stats in Physician Scheduling: A short video of stat manager

Complete Forms

How do I enter information into a form in Physician Scheduling: A short video of electronic forms

Enter Draft Selections

How do I enter my draft picks in Physician Scheduling: A short video of entering draft selections

Generate Schedule

How do I automatically generate a schedule in Physician Scheduling: A short video of building schedules

Indicate Interest

How do I show that I am interested in picking up an available shift in Physician Scheduling: A short video of how to indicate interest from the bulletin board

Publish Dates

How do I view or change publish dates in Physician Scheduling: A short video of updating publish dates

Published Through

Why can't users view assignments in Physician Scheduling: A short video overview of Publish Through

Set Up New Draft

How do I set up a new draft in Physician Scheduling: A short video of setting up a new draft

Snapshot

How do I take a snapshot of a schedule in Physician Scheduling: A short video of creating a snapshot

Initiate Swap

How do I initiate a swap in Physician Scheduling: A short video of initiating a schedule swap

Accept or Reject Swap (User)

How do I accept or reject a swap in Physician Scheduling: A short video of accepting or rejecting a schedule swap

Time Zone and Date Format

How do I change the time zone or date format in Physician Scheduling: A short video of changing the system's time zone and date format

Add System Holiday

How do I add a holiday in Physician Scheduling: A short video of how to add a holiday

Delete System Holiday

How do I remove a holiday in Physician Scheduling: A short video of how to remove a holiday

System Logs

How do I find and use system logs in Physician Scheduling: A short video of how to navigate system logs

Edit Vacation Accrual

How to view and edit vacation accrual in Physician Scheduling: A short video of Vacation Accrual

View All Users

How do I view all users in Physician Scheduling: A short video of viewing users through Manage Users

View Recurring Patterns

How do I view recurring schedule patterns in Physician Scheduling: A short video of recurring assignments

Schedules: Rollback Schedule

How do I undo a schedule generation in Physician Scheduling: A short video of how to rollback a schedule generation

Schedules: Schedule Fast Mode

How do I quickly make manual changes to assignments in Physician Scheduling: A short video of how to use Fast Mode to quickly make schedule changes

Schedules: Schedule Layout and Filters

How do I change the layout or filters on a schedule: A short video of schedule layout and filters

Schedules: Schedule Right Click Options

How do I edit schedule attributes in Physician Scheduling: A short video of schedule right click options

Schedules: Export to Excel

How do I export a schedule in Physician Scheduling: A short video to export a schedule

Schedules: Add, Edit, Remove Assignments

How do I add, edit, or remove assignments in Physician Scheduling: A short video of how to add, edit, or resolve assignments

Schedules: Availability

How do I see who is available to cover an assignment in Physician Scheduling: A short video of how to utilize the Available button

Schedules: Bookmark Schedule (Format Only)

How do I save a schedule view format in Physician Scheduling: A short video of how to create a bookmark (format only)

Schedules: Bookmark Schedule (With Dates)

How do I save a schedule view with dates in Physician Scheduling: A short video of how to create a bookmark (with dates)

Schedules: Copy in Row or Column

How do I use the copy in row or copy in column function in Physician Scheduling: A short video of copy in row and copy in column

Schedules: Fast Mode

How do I quickly make manual changes to assignments in Physician Scheduling: A short video of how to use Fast Mode to quickly make schedule changes

Schedules: Types of Schedules

What are the types of schedules in Physician Scheduling: A short video of schedule types

Schedules: View or Edit Snap Data

How do I view or edit a snapshot in Physician Scheduling: A short video of viewing and editing snapshots

Schedules: Sync Schedule

How do I sync my schedule from Physician Schedulingwith another calendar: A short video of sync schedule

Reports: Access and View Dynamic Report

How do I view a dynamic count report in Physician Scheduling: A short video of viewing a dynamic report

Reports: Add and Edit Dynamic Reports

How do I create a new count report in Physician Scheduling: A short video of dynamic reports

Reports: Delete Dynamic Report

How do I remove a count report I created in Physician Scheduling: A short video of deleting a dynamic report

Reports: Add New Auto Email Report

How do I set up a report be automatically emailed to user(s) or a user group in Physician Scheduling: A short video of how to use Auto Email Reports Setup

Reports: Delete Auto Emailed Report

How do I stop a report from being automatically emailed through Physician Scheduling: A short video of deleting automated report emails

Reports: Edit Auto Email Report

How do I edit parameters of a report that is automatically emailed to user(s) or a user group in Physician Scheduling: A short video of how to edit parameters for Auto Email Reports Setup

Reports: Single Report

How do I generate a report in Physician Scheduling: A short video to generate a single report

Reports: Multiple Reports

How do I generate multiple reports at once in Physician Scheduling: A short video to generate multiple reports

Reports: Email Reports

How do I generate and email a report in Physician Scheduling: A short video to generate and email a report

Reports: Generate Report Part 1

How do I generate a report in SpinFinity: A short video of how to generate a report Part 1

Reports: Generate Report Part 2

How do I generate a report in SpinFinity: A short video of how to generate a report Part 2

Requests: Add New Request (Calendar View)

How do I enter a request in Physician Schedulingfrom the calendar view: A short video of entering requests using the calendar view

Requests: Reject Request + Status from Schedule View

How do I reject a request in Physician Scheduling: A short video of rejecting requests

Requests: Cancel Request

How do I cancel a request in Physician Scheduling: A short video of canceling requests

Requests: Edit Request Access By Core Group

How do I view or change all users' request access: A short video of managing request access by core group

Requests: Making Request (Add New)

How do I enter a request in Physician Schedulingwith the add new icon: A short video to make a request using the create new request icon

Requests: Schedule Views

What are the view options for requests in Physician Scheduling: A short video of viewing requests

Requests: Approve Request

How do I approve a request in Physician Scheduling: A short video of approving requests

Requests: Approve Partial Request

How do I only approve part of a request in Physician Scheduling: A short video of partial request approvals

Internals: Add Assignment

How do I add a new assignment in Internals in Physician Scheduling: A short video of adding an assignment in Internals

Internals: Edit an Assignment

How do I edit an assignment in Internals in Physician Scheduling: A short video of editing and assignment in Internals

Internals: Add User Group

How do I add a user group in Internals in Physician Scheduling: A short video of adding a user group in Internals

Internals: Adding or Removing an Assignment to/from Time Tracking

How do I add or remove an assignment to/from Time Tracking (from Physician Scheduling): A short video of adding/removing an assignment

Internals: Editing Autopunch Rules or Geological Coordinates

How do I edit autopunch rules or geolocation coordinates for an assignment in Time Tracking (from Physician Scheduling): A short video

Internals: Handling Schedule Import Errors

How do I handle errors with my schedule import in Physician Scheduling: A short video of handling schedule import errors

Internals: Import Schedule

How do I import my schedule in Physician Scheduling: A short video of importing a schedule

Internals: Schedule Import Mapping

How do I set up schedule import mappings in Physician Scheduling: A short video of setting up schedule import mappings

Internals: Set Up Email Notifications

How do I set up email notifications in Physician Scheduling: A short video of setting up email notifications

Internals: Add a Primary Schedule

How do I add a primary schedule in Physician Scheduling: A short video of adding a primary schedule

Internals: Add a Composite or Master Schedule

How do I add a composite or master schedule in Physician Scheduling: A short video of adding a composite or master schedule

Internals: View or Edit an Assigment Group

How to I view or edit an assignment group in Physician Scheduling: A short video of viewing or editing an assignment group

Bookmark Editor: Add Report Bookmark

How do I create a report bookmark for my system: A short video of how to create a report bookmark through Bookmark Editor

Bookmark Editor: Add Form Bookmark

How do I create a bookmark for a form for my system: A short video of how to create a bookmark for a form through Bookmark Editor

Bookmark Editor: Add Web Address Bookmark (External)

How do I create a bookmark to a web address outside Physician Scheduling: A short video to create a web address bookmark

Bookmark Editor: Add Web Address Bookmark (Internal)

How do I create a bookmark to a page inside Physician Scheduling: A short video to create a bookmark to a specific page in Physician Scheduling

Bookmark Editor: Change Bookmark Order

How do I change the order of a bookmark for my system: A short video of how to edit the ordering of bookmarks

Bookmark Editor: Delete Bookmark

How do I remove a bookmark from my system: A short video of how to remove bookmarks

Daily Notes: Add Daily Note

How do I add a daily note in Physician Scheduling: A short video of adding a daily note

Daily Notes: Add Recurring Note

How do I add a recurring note in Physician Scheduling: A short video of adding a recurring note

Daily Notes: Search

How do I search notes in Physician Scheduling: A short video of searching notes

Daily Notes: View Edit Delete

How do I view, edit, delete or export a note in Physician Scheduling: A short video of viewing, editing, deleting, and exporting notes

Bulletin Board: Views

What are the view options for bulletin board in Physician Scheduling: A short video of viewing the bulletin board

Bulletin Board: Drop Assignment

How do I post my shift as available for other users to pick up in Physician Scheduling: A short video of how to drop assignments to the bulletin board

Bulletin Board: Indicate Interest

How do I show that I am interested in picking up an available shift in Physician Scheduling: A short video of how to indicate interest from the bulletin board

Bulletin Board: Pick Up Assignment

How do I pickup available shifts in Physician Scheduling: A short video of how to pick up assignments from the bulletin board

Bulletin Board: Award From Interest

How do I view and award shifts from the list of interested users in Physician Scheduling: A short video of how to award from interested users in the bulletin board

News Items: Add News Item

How do I create a news item in Physician Scheduling: A short video of creating a news item

News Items: Edit News Item

How do I edit a news item in Physician Scheduling: A short video of editing a news item

News Items: Delete News Item

How do I delete a news item from Physician Scheduling: A short video of deleting a news item

Help

How do I access help content in SpinFinity: A short video of how to access help

Log In

How do I login to SpinFinity: A short video of how to login

Log Out

How do I log out of SpinFinity: A short video of how to log out

Permissions Location Access

How do I enable my device to share the location with the SpinFinityapp: A short video of how to share the location with the app

Account Settings

How do I access and use Account Settings in SpinFinity: A short video of how to navigate Account Settings

Generate Report

How do I generate a report in SpinFinity: A short video of how to generate a report

Add News Item

How do I add a news item in SpinFinity: A short video of adding a news item

Edit News Item

How do I edit a news item from SpinFinity: A short video of editing a news item

Approve, Reject, and Partially Approve Requests

How do I approve or reject requests in SpinFinity: A short video of approving or rejecting requests

Add or Remove a Schedule Sync

How do I add or remove a schedule sync in SpinFinity: A short video of how to add or remove a schedule sync

Application Settings

How do I change my SpinFinitysettings: A short video of how to update app settings

Viewing Schedules

How do I view schedules in SpinFinity: A short video of navigating schedules in SpinFinity

Shortcuts

How do I view shortcuts or bookmarks in SpinFinity: A short video of viewing shortcuts

Staff Contact

How do I view users' contact information in SpinFinity: A short video to view users' contact information

Submit or Cancel Request

How do I submit or cancel a request in SpinFinity: A short video of submitting and canceling requests

Sign In (User)

How do I sign in using SpinFinity: A short video of how to sign in through SpinFinity

Sign Out (User)

How do I sign in using SpinFinity: A short video of how to sign out through SpinFinity

Clock In or Out (Admin)

How do I sign others in / out in SpinFinity: A short video of signing other users in or out