Target Tallies

This new scheduling feature is a great way to tell “Scheduling Assistant” how many assignments each provider should have during a certain period of time.  The Target Tally template is a convenient place to create and store reusable settings to help you achieve your desired scheduling results.


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Target Tallies are located under the “Scheduling” drop down


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To create a new Target Tally click the Create new Template

Setting up your Target Tally Template

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Name your Target Tally Template Set a Date Range for your Target Tally Template


How to Set up Filters

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Use the toggle to turn on the ability to filter jobs.  Select the jobs you wish to use, and then turn off the filter. Once off, you will see only the filtered jobs.


Adjusting the Default Tally Settings

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Default settings show the default assigned tallies and how many possible assignments there are in the scheduling period date range. Use the up and down arrows to specify your Target Tally numbers for the date range you selected.


Saving and Uploading your Target Tally Template

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Click save to save your target tally template in the target tally template corral to edit and use at a later time.


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Save and upload will save your target tally template in the target tally template corral and upload to each providers job / load factor preference area.

We offer free and unlimited support to all of our customers.  Feel free to call 877-435-8826 if you need any assistance.