The schedule can be displayed in either a list view or a calendar view. These two views display the same information in different formats allowing your staff members to choose which view works best for them.
In addition to the list and calendar views, staff members can modify the view in terms of time. The schedule can display a single day, a week, or a month. This allows staff members to review their upcoming services for a longer time period, or focus on a specific day, depending on what they’re trying to achieve. By default, WellnessLiving displays the schedule in the day list view. However, the system will save a staff member’s viewing preferences and display the schedule based on the view the staff member used last.
To learn how to change the view on the schedule, see Customizing the schedule individually per staff member.
A summary of all the sessions displayed on the schedule is located at the bottom of the filter menu on the left side of the screen. The information in the summary will update automatically after selecting a different view or applying a filter. For more information, see Headings in the schedule filter summary in Filtering the schedule.
When viewing the schedule, keep the following information in mind:
- In calendar view, only staff members with scheduled services will appear as columns.
- In day view, a maximum of 16 staff members are displayed on the schedule at once. If the schedule is filtered to display more than 16 staff members, the schedule will prioritize staff members based on which staff profiles were created first.
- Any filters applied to the schedule view are maintained for five minutes after the changes are applied, even if the user logs out of the system. After five minutes, the schedule will be loaded using the default schedule view. To reuse a filter view, you must save it. For more information, see Filtering the schedule.
When viewing the monthly schedule, only the calendar view is available. The other variations of schedule views are listed below:
|Time range||Calendar view||List view|
|Day||Day calendar view||Day list view|
|Week||Week calendar view||Week list view|