Filter the Schedule View/Printout 

 

All Schedule Views and the Helper list can be filtered to display only certain Positions, groups of Positions (locations), Categories, groups of Categories etc. 

 

Filtering the Schedule View not only changes the display and printout but also changes what is affected when you perform functions such as Import, AutoFill, Clear/Delete, Save Template etc.  

 

Filtering is done using the dropdown boxes in the upper right of the Schedule view pages

Note: On the "By Helper" schedule view when you filter to a specific position all Helpers able to work that position appear along with ALL of their shifts (even if the shifts are for a different position) so when you Drag/Drop shifts you can easily see of the employee is already assigned.

 

Categories - use of categories is optional - if you have created Categories and set shifts to those categories you can choose any one or group of categories to be displayed.  If you choose a Category and then a Position the view will be limited to only those shifts in both that category and that position. 

Positions - choose which position you want to be displayed on the screen or Select/Group Positions to show groups of positions at once. 

Include - this dropdown appears on the Sortable List and Multi-Shift Edit Views and allows you to show 

All Shifts 

only Unassigned Shifts 

only Preplaced Shifts 

only AutoFilled Shifts 

To filter a Schedule View: 

From any Schedule View 

In the Positions and/or Category dropdown choose the Position/Category that you want to display

The view will change to only include those shifts (the dropdown will be highlighted to remind you that you are filtered.

You also can use the Search button on any weekly Schedule View - which allows you to set different options and then show a list of shifts that match. 

 

Related Topics: 

Searching for Shifts 

Filtering to Show Preplaced Helpers