View Scheduled Placements for a Location or Unit

It may be useful to review existing scheduled placements for a particular Location, Department or Unit, to prevent overbooking. 

Instructions

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. Under Placement Requests, select Cohort Requests.

3. On the left side of the page, select the request you want to assign. Use the filter options to narrow your search if needed. The details of the selected request will display on the right. 

• Tip: Click and drag the vertical bar in between the page to adjust the viewing area of each side

4. On the right side of the page, scroll to the Availabilities section. By default, the table will show the best matches to the Placement Request Details, including matching Location/Department/Unit and matching shifts highlighted in green.

5. To view all scheduled placements within a particular Location/Department/Unit, click the View Scheduled Placements button

6. A window will appear listing the details of the submitted placement request being viewed, as well as a table displaying all other placements scheduled for that unit.

• Tip: By default, the table will display all scheduled placements for that unit. Click the button next to Allied Health, Cohort or Preceptor to filter the list by that placement type.

7. Click the X button in the top right of the window to close it.