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This page provides an overview on navigating the Service Schedule Employee List page.

These are related topics of the page

  • Introduction

  • Navigating the Service Schedule Client List Page

  • Navigating the Service Schedule Record Page

  • Review a Service Schedule record

Introduction

A consolidated listing of the core supports and direct services provided to the participant by the employee. From this listing you can review the details of the employee that delivered the service and their accompanying timesheet, service overrides and travel costs. The Service Schedule Employee list page is accessed by selecting the Employees > Employee Shifts sub menu.

(blue star) The column structure of the Service Schedule Employee list can be modified so that it lists information that makes it easier for you to identify and review client services / employee timesheets, for further information on this activity refer to the topic related with customising tables views.

Navigating the Service Schedule Employee List Page

Expand
titleClick to expand and preview the fields and objects that comprise the Service Schedule Employee list page

The following is an outline of the fields and objects that comprise the Service Schedule Employee list page:

  1. Record View: This is a drop down field that allows you to select from a list the record view that will be used to display the records in accordance with the criteria associated with the selected view, example inactive, active, unscheduled or scheduled.

  2. New: This feature is not applicable for the Service Schedule Employee List.

  3. Edit: This feature is not applicable for the Service Schedule Employee List.

  4. Change Employee: This feature is not applicable for the Service Schedule Employee List.

  5. Bulk Complete: This feature is used to set the Complete field value to Yes on one or more records.

  6. Filter: This feature enables you to display records within the Service Schedule Employee List based upon specification of one or more search criterion's.

  7. Delete: This feature is not applicable to the Service Schedule Employee List. DO NOT DELETE RECORDS.

  8. Export: This button allows you to export service data to a csv file. Data exported will be influenced by the selected service schedule - Employee list view.

  9. Search field: These fields are used to refine the records listed within the service schedule employee list datagrid. Search

Navigating the Service Schedule Record Page

Expand
titleClick to expand and preview the fields and objects that comprise the Service Schedule Employee record page