You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
Version 1
Next »
This guide will teach users how to manually lock all staff schedules as of specific date and give the ability to make exceptions for specific users when needed.
Steps | Description | Helpful Information |
|---|
Providing Permission | In the Company Account>Roles>Scheduler Permissions, Select “Global Lock”  | Only staff with the “Staff: All Staff in All Locations/Clients:Based on User’s Client Access” permission under Scheduler may be provided Global Lock Permissions Only users with the Global Lock Permission may: It is recommended to provide the Global Lock permission to limited staff.
|
Set the Global Lock | Navigate to the Scheduling Tab>Select Global Lock  Select the applicable Global Lock date and click save  The Global Lock date will be visible on the individual calendar  | Users without the Global Lock permissions will not see the Global Lock menu on the Scheduler Once saved, the Global Lock date that is set will display in purple to the right of the Save button. A Global Lock date cannot be deleted, once set, but users with Global Lock permissions can always move it to an earlier date or later date Staff with Global Lock permissions can still add and edit appointments for ANY date regardless of the Global Lock date. Staff without Global Lock permissions will not be able to add or edit appointments with dates on or before the lock date
|
Scheduler Impact for the Non Global Lock permission user | If a user tries to create an appointment within the Global Lock date period, they will see a pop-up warning informing them that their schedules are locked up to the selected lock date set by their company admin.  If a user tries to edit an existing appointment, the appointment will open after clicking “OK” on the warning pop-up, but no action can be taken.  | |
Adding Global Lock Staff Exceptions | Navigate to the Scheduling Tab>Select Global Lock to access the Staff Exceptions feature Type the name of the staff member you’d like to give Exceptions to, or select the applicable name from the drop down. Enter or Select a calendar date that you’d like to make the exception for Click the “+Staff exception” to add and save this staff’s exception  If staff have been provided an exception to the Global Lock date, the exception effective date will be displayed instead of the Global Lock date  | Only users with Global Lock permissions can add staff exceptions Exceptions can only be provided for dates PRIOR to the Global Lock date User with the exception will be able to complete appointments, edit, schedule for themselves ONLY, based on their scheduler permissions, from the date entered as the exception and all dates after Global Lock staff exception grants only the added user an exception, even if the user normally has access to add/edit/delete for other staff, unless those users also have an active staff exception. For example, if user Kaitlyn, who was granted an exception, needs to be able to add/edit an appointment for user Jane Doe, then Jane Doe would need to be added as an exception in addition to Kaitlyn.
|
See History of Staff Exceptions | When the Show Logs option is checked, the user will see a list of all exceptions that have been added.  Under Actions, the user can edit the exception date  | |
Resetting Staff Exceptions | There are 2 ways to reset staff exceptions: Select the Action “Re-Lock” for the applicable staff member  Users will receive confirmation pop-up informing them that the staff calendar will be locked as of the current Global Lock date
 Update the Global Lock date and click Save  Users will receive a confirmation pop-up informing them that any active staff exceptions will be reset to the new Global Lock date. 
| Relocking a staff exception will reset the staff calendar lock to the current Global Lock date If the Global Lock date is reset/updated, all users with exceptions will be relocked to the Global Lock date.
|