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Editing An Opening

- Click the Edit Icon to navigate to the Edit Opening page.

  • Make any modifications as required, and ensure to click ‘Save’ to apply the updates.

EditOpening

User can change the Summary in the ‘Summary’ field

AddOpeningEnterSummary

User can change the Description in the ‘Description’ field

AddOpeningDescription

User can change the TimeSlots

a. Click one of the buttons: ‘All Day’, 'AM', 'PM', or 'Custom'
- 'All day': adds a time slot with the From Time set to the Start Time set in the location's preference and the To Time set to the End Time in the location preference
- 'AM': adds a time slot with the From Time set to the Start Time set in the location's preference and the To Time set to noon
- 'PM': adds a time slot with the From Time set to noon and the To Time set to the End Time in the location preference
- 'Custom': adds a time slot with blank times

AddOpeningAddTimeslotClick

b. Enter the Date, From time, and To time (if 'Custom' or if location does not have Start/End time entered).

AddOpeningEnterDateFromTo

c. Repeat steps a-b for multiple time slots.

AddOpeningTimeSlotMultiple

d. To remove a time slot, select the checkbox on the row(s) you wish to remove and then click the RemoveTimeSlotButton button.

AddOpeningRemoveTimeSlot

Assigning/Un-Assigning a Substitute:

a. Select the row(s) of the time slot(s) that should be assigned

AddOpeningSelectTimeslotRows

b. Open the Substitute dropdown and select a substitute.

AddOpeningSubstituteDropdown

-A sub can be selected by clicking the Circle by their name,

AddOpeningSubstituteDropdownSelect

- The substitute will then be added to the Pending Action column, which means they will be assigned once the user clicks 'Save'

AddOpeningPendingAssignmentAdded

-If you wish to assign the same substitute to additional Time Slots, simply click the checkbox for any other Time slot you wish to assign them to an it will add the Substitute to the 'Pending Assignment'.

-If you wish to assign a different substitute, click the 'X' in the Substitute Dropdown and choose the Time slots, then select another substitutes.

a. To unassign a substitute, select the row(s) of the time slot(s) and click the Unassign icon UnassignButton.

AddOpeningUnassignClick

- Then enter a reason the substitute was unassigned. This will be included in the notification to the substitute about why their assignment was canceled. This can also be left blank.

AddOpeningUnassignReason

(Optional): User can Add/Edit Comments And/Or Attachments to the Opening

Comments:
a. Type your comment in the input field.

OpeningCommentsInputArea

b. Click Post button to submit the comment.

OpeningCommentPost

OpeningCommentPosted

c. Repeat this process for adding multiple comments

OpeningCommentsMultiple

d. To remove a comment, click the trashcan icon on the corresponding comment. Users can only remove their own comments

OpeningCommentRemove

Attachments:
a. Attachments can be uploaded by dragging and dropping the file into the input field

OpeningCommentsInputArea

b. File can also be also be uploaded by clicking the Upload button which opens up the file explorer

OpeningUpload

c. Repeat this process for adding multiple comments

d. To download an attachment, click the download icon on the corresponding attachment.

OpeningAttachmentsDownload

e. To remove an attachment, click the trashcan icon on the corresponding attachment. Users can only remove their own attachments

OpeningAttachmentsRemove

- Comments and Attachment can both added/viewed together

OpeningCommentsAndAttachments

- Comments/Attachments from other users will be blue and on the left

OpeningCommentsMultipleUsers

(Optional): View the History of an Opening

- User can view the history of an Opening by clicking the 'History' Tab next to the Comments Tab.

OpeningHistoryTabClick

- To see which events occurred click the arrow icon to expand the details

OpeningHistoryTabExpand

- To View the opening as it was at the time of event(s), click the EyeballIcon icon. This will load the opening viewer to match what the opening looked like at the date and time. This can be used to compare changes and see when certain events occurred. You are unable to edit the opening while viewing a history.

- To get back to the current opening simply click the 'Comments' tab or the ShowCurrentOpeningButton button

Time Slot Statuses

Status Visual Indicator Meaning
Pending Pending Status Icon Time slot has been added but not yet saved
Active Active Status Icon Time slot has been added and saved
In Progress In Progress Status Icon Time slot assigned and it's the day of assignment, waiting for attendance verification
Complete Complete Status Icon Substitute was assigned and manager verified their attendance (final state)
Not Attended Not Attended Status Icon Substitute was assigned and manager rejected their attendance (final state)
Canceled Canceled Status Icon Time slot has been canceled (final state)
Unfilled Unfilled Status Icon Time slot's time came and went without an assignment to a substitute (final state)

When you're done updating the necessary fields, click the ‘Save’ button to apply your changes.

AddOpeningClickSave