How do I use Day View to Manage my Schedule?

Step by Step Instructions to navigate Day View

1. Access Day View

You can open Day View in a few ways:

• Schedule submenu or Schedule page menu:
  Go to Schedule > Day View (opens on today) or use the menu in the upper left and select Day View.

• From other views:
  In Staff View, Shift View, or Monthly View, click any date to jump straight into Day View.

2. Navigate Dates

• Use left/right arrows to move to previous or future days.

• Use the calendar icon to jump to any date.

• Click Today to return to the current date.

3. Layout at a Glance

• Left column: Displays all shifts for the day, in chronological order.

• Consequent columns: Duties and the users assigned to each duty and shift

• If there are many duties for the given day, use horizontal arrows to scroll right and left.

4. Editing Shifts & Schedule Users

Edit a shift

• Click the shift card in the left column, edit and save.

• To delete a shift, hover over the shift card and click on the garbage can icon. 

Add or move users

• Click an empty duty slot to add a user to that duty and shift.

• To move someone, drag and drop their name to another eligible slot.

• The system blocks:

  • Duties the user is not eligible for

  • Conflicting shifts or time ranges

5. Filters, Sorting & Alerts

• Filter by zones, duties, or both to narrow down what you see.

• Sort A → Z or Z → A (where applicable).

• Toggle collapsed or expanded shift cards for more or less detail.

• Click the red triangle to show staffing alerts; any shift with an alert is highlighted. Alerts include: 

  • Under/Over Staffing 

  • Overtime

  • Shift Requested 

• • Certification error (incomplete or expired)

  • Unpublished shift (red arrow) 

6. Data Bar 

• The Data bar is accessible on Day View- Note that it will display data for the entire week.

7. Publish and Notify Staff of Open Shifts for the Day: 

• Select Publish Available Shifts to notify available and eligible staff of open shifts.
• Select Publish Schedule to notify staff of their assigned shifts (removes red arrows)