Learn how to effectively handle certification alerts in Shift View, Timeline View, Staffing View, and Monthly View with this guide.
The fundamental guidelines for handling alerts remain fairly consistent across all scheduling views.
In other words, you will not have to learn a new way to manage alerts in each view. You will just be accessing the same tools somewhat differently in somewhat different places.
Remember that all views talk with each other.
Changes made anywhere travel everywhere in SchedulePop.
Red alerts indicate that certifications have already expired,
while yellow alerts serve as a heads-up for upcoming expirations.
Ideally, you would only rely on yellow alerts for timely renewals. However, in case of an expiration, you will promptly receive a notification to take immediate action.
In Shift View
Alert notifications appear in the navigation bar and within individual shifts.
- Click the alert in the navigation bar to highlight affected shifts.
- Next, click the alert in an individual shift to open the shift editing card and take action.
- In the editing card, alerts appear beside the name of the affected staff member.
- Click the individual alert to see details.
- Then, click Manage Certifications to make changes and updates.
Shift View
Individual Shift Alerts
Shift Editing Card
Adding Staff
Managing Certifications Tab
Managing Certifications Card
In Timeline View
Alert notifications appear in the navigation bar and within individual shifts.
- Click the alert in the navigation bar to highlight affected shifts.
- Next, click the alert in an individual shift to open the shift editing card and take action.
- In the editing card, alerts appear beside the name of the affected staff member.
- Click the individual alert to see details.
- Then, click Manage Certifications to make changes and updates.
See screenshots in Shift View for drilling down and managing certifications. The gateway in each view takes you to the same places for managing alerts.
Timeline View
In Monthly View
Alert notifications appear in the navigation bar and within individual shifts.
- Click the alert in the navigation bar to highlight affected shifts.
- Next, click the alert in an individual shift to open the shift editing card and take action.
- In the editing card, alerts appear beside the name of the affected staff member.
- Click the individual alert to see details.
- Then, click Manage Certifications to make changes and updates.
See screenshots in Shift View for drilling down and managing certifications. The gateway in each view takes you to the same places for managing alerts.
Monthly View
In Staff View
Alert notifications are displayed in the lower right-hand corner of a staff member's profile.
- Click lick the alert in an individual profile to open the shift editing card and take action.
- In the editing card, alerts appear beside the name of the affected staff member.
- Click the individual alert to see details.
- Then, click Manage Certifications to make changes and updates.
See screenshots in Shift View for drilling down and managing certifications. The gateway in each view takes you to the same places for managing alerts.
Staff View
Yellow Alert Card
Red Alert Card
