Navigating the Scheduler View

 Navigating the Scheduler View

Welcome to the Tangier Scheduler View, the administrative component of Tangier. Before taking a more detailed look at how to use the Scheduler View, here are the most important things to know:

Context-Based Menus for performing scheduling tasks

Clicking a shift displays a menu to select a scheduling task, such as assigning and removing a provider, adjusting hours, finding eligible providers, etc. Context menus are used on the Schedule and Requests pages.

Schedule Task Context Menus

 

 

 

Requests Context Menu

 

Provider List

The Schedule page Provider List is accessed via an icon on the tool bar. More details about working with the Provider List can be found below.

 

 

Navigating the Scheduler View

 

Page Navigation Tabs

Access the Schedule, Requests and Time & Accounting pages via the tabs at the upper left of the screen.

Location and Period Selection

Click the Location and Schedule Period drop-down arrows to select a different location or period.
(NOTE: The same drop-down is available in the Group View.)

Location and Group Views

Switch between Location view and (Schedule) Group view by clicking on the drop-down.

Calendar Navigation

 

Calendar Display Options

Expanding the tool bar allows you to change the schedule view from the default calendar month to multiple months, weeks or days, as well as choose how to display shifts. NOTE: If the schedule period is different from the calendar month (e.g., a 4-week schedule), you will have the option to select “Period” view, which will adjust the view to display the actual period date range.

Schedule Page Tool Bar

Location selection: Click the field or drop-down arrow to switch to a different location. (NOTE: The same drop-down is available in the Group View.)

Location search: Opens a search dialog to search for and select a location that’s not part of the current location group.

Period selection: Click the field or drop-down arrow to switch to a different period or add a new period.

Providers: Click to open the Provider List to assign providers to shifts.

Printer: Quickly format the schedule for printing and e-mailing.

Refresh: Refreshes the schedule on the screen after changes have been made by another user or in Tangier EPS.

Shift Group/Practitioner Type Filter: Click to select specific shift groups (nights, weekends, etc.) and/or practitioner types (MD/DO, APC, etc.) to display on the schedule.

Clear: Clear schedule of all shift assignments.

Other Tangier features can be found at the upper right of the screen.