Getting Started
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System Requirements
Browser: The latest versions of Google Chrome and Firefox are the only browsers that we support. Other browsers such as Internet Explorer, Edge, Safari are not supported and may give unpredictable results.
Computer: As a result of the system requirements for the browsers, Windows must be version 8.1 or later, and Mac OS must be 10.11 or later. (OS requirements will change over time as the Citrix and browser requirements change.)
Memory: At least 4 GB (more is better)
CPU: At least 2 CPUs (more is better)
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Below describes the main icons and their functions
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Below describes the different type of filters in the application
Advanced Filters
- (1) Any customised filters will be displayed in this drop down list. These can be set by clicking on the labels (2) at the top of the page by selecting the required criteria. The user has the option to save their selection which will display in the drop down list (1) or clear it at the end of the session. Custom filters created in Visual Scheduler for existing customers will appear here. Advanced filters are disabled when the Dynamic Filters are set.
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- Click Replace all (3) to replace all shifts with the employee selected or select the specific shifts (4) and then click Replace Selected (5)
- The selected shifts will be updated to display the new employee as shown below
Bulk Update
This allows you to update a field or fields for multiple shifts
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- Right click on a date and the following two options will display 'Select shifts which overlap this date' and 'Unselect all shifts which overlap this date.'
- Click on the option 'Select shifts which overlap this date' and all shifts for this date will be selected
Drag and Drop
Moving a shift via Drag and Drop
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- Repeat the steps above but this time hold down the CTRL button.
- When you release the mouse and CTRL button the additional shifts will be created
Time Picker
- AM supported format: - 2:10 AM, 210am, 210a, 2.10am, 2,10a, 210, 2.10, 2,10
- PM supported format: - 2:10 PM, 210pm, 210p, 1410, 14,10, 14:10, 2.10pm, 2,10p.
- In am/pm mode user needs to specify am or pm. This is not needed if the view is set to 24 hr time format.
- Spaces and ":" will be added automatically
- When a user deletes the contents of the field, the default shift form time will be displayed.
- Midnight will be 12:00am or 00:00 and Noon will be 12:00pm or 12:00
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