This report provides an overview of schedules by the month for employees that have scheduled visits for the date range selected. Select the criteria you want to use to filter the report:
1. Click the arrow beside Offices, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. Change the following fields if you want to filter by specific items other than the default settings:
● By default, the system selects the Active Only check box and the report includes only active employees. Clear this check box to include active and inactive employees.
● By default, the Personnel Name From and Personnel Name Thru fields contain All to include all employees in the report. To filter the report by a specific employee, or a range of employee names, enter the range of names in these fields.
● By default, the Personnel ID From and Personnel ID Thru fields include all employees in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● Click the arrow beside Discipline, and then select the discipline detail you want to view in the report. To see all disciplines, leave All selected.
● Click the arrow beside Month, and then select the month for which you want to view the schedules.
● Click the arrow beside Year, and then select the year for which you want to view the schedules.
3. Select the following:
● To include the visit time in the weekly report, select the Include Time check box.
● To include a description of the visit in the weekly report, select the Include Desc check box.
● To include all notes in the weekly report, select the Include Full Note check box.
● To set up the calendar using the agency's pre-defined work week, select the Use Agency Work Week check box.
4. Click the link below to learn about the report content:
Understanding the report content