Dashboard All Tabs
Global Filters
-Use these filters to refine the data presented in the charts and the majority of the grids on the tabs below.
-A default filter is applied automatically. When any filter is active, the icon changes to green to indicate it 
.
-When changes are made to the filters but have not yet been applied, the icon appears yellow 
. Clicking this icon will apply the pending filter changes, after which the icon will turn green .
- Click the 
icon to revert filters to their default settings.
My Assignments Tab
- The My Assignments section shows a list of assignments that the user has already accepted.
Edit Assignment
- Click the 
to edit the selected assignment.
- This allows the user to review or withdraw from previously accepted TimeSlots.
Withdraw Assignment Time slot(s)
- Users can withdraw from previously accepted TimeSlots.
Download Calendar event that can be added to Google or Microsoft calendars
- Clicking the 
Filtering
- Some columns are able to be filtered, some have dropdowns, other allow text (some of which you can change how the filter behaves)
| Filter Option | Description |
|---|---|
| Starts With | Matches values that begin with the input text. Example: "Pro" matches "Product" |
| Ends With | Matches values that end with the input text. Example: "Pro" matches "MicroPro" |
| Equal | Matches values that exactly match the input. Example: "Admin" matches "Admin" only |
| Contains | Matches values that contain the input text anywhere. Example: "Pro" matches "Product" and "MicroPro" |
| Less Than | Matches values less than the input (for numbers, dates, etc.). Example: 50 matches 10 and 49 |
| Less Than or Equal | Matches values less than or equal to the input. Example: 50 matches 50 and 49 |
| Greater Than | Matches values greater than the input. Example: 50 matches 51 and 100 |
| Greater or Equal | Matches values greater than or equal to the input. Example: 50 matches 50 and 60 |
Available Openings Tab
The Available Openings section displays a list of openings accessible to the user.
Edit Opening
- Click the to open the opening details where the user can accept/withdraw assignments.
Accepting Assignment Time slot(s)
Accepting a Time slot from an Available Opening creates an Assignment for that TimeSlot
Filtering
- Some columns are able to be filtered, some have dropdowns, other allow text (some of which you can change how the filter behaves)
| Filter Option | Description |
|---|---|
| Starts With | Matches values that begin with the input text. Example: "Pro" matches "Product" |
| Ends With | Matches values that end with the input text. Example: "Pro" matches "MicroPro" |
| Equal | Matches values that exactly match the input. Example: "Admin" matches "Admin" only |
| Contains | Matches values that contain the input text anywhere. Example: "Pro" matches "Product" and "MicroPro" |
| Less Than | Matches values less than the input (for numbers, dates, etc.). Example: 50 matches 10 and 49 |
| Less Than or Equal | Matches values less than or equal to the input. Example: 50 matches 50 and 49 |
| Greater Than | Matches values greater than the input. Example: 50 matches 51 and 100 |
| Greater or Equal | Matches values greater than or equal to the input. Example: 50 matches 50 and 60 |
My Assignment Attendance Tab
- The My Assignment Attendance Tab allows substitutes to verify their attendance if required by the 'Substitutes Must Verify Their Own Attendance' setting in the Location Preferences, and see if a manager has verified their attendance.
-If 'Substitutes Must Verify Their Own Attendance' is enabled in the location's preferences, the 'Substitute Verification' column becomes available:
- Clicking the 
opens the Verify Assignment Attendance form, allowing the substitute to view notes left by the manager, add their own notes, and edit the Actual Time Worked.
- The 'I verify that the date and hours worked are accurate' checkbox must be checked to make the 'Verify time worked' button available
