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.
|Target Tallies are located under the “Scheduling” drop down|
|To create a new Target Tally click the Create new Template|
|Name your Target Tally Template||Set a Date Range for your Target Tally Template|
|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.|
|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.|
|Click save to save your target tally template in the target tally template corral to edit and use at a later time.|
|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.