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Schedule Management

Add or Edit: Non-Standard (A/B) Schedules

In Schedule Management (which you'll find under the "Schedule & Staff Management" section of the Welcome menu), selecting ADD A NEW SCHEDULE at the top will take you to the "Add a New Schedule" form where you can add a new schedule. Similarly, selecting EDIT to the right of a schedule's name in the overview will take you to the "Edit an Existing Schedule" form where you can edit the settings associated with an existing schedule. Both forms are identical with the exception that the "edit" form shows the existing settings for the schedule.

The resulting form is broken up into five sections--Introductory Settings, Schedule Options, Client Scheduling Limits, Schedule-Related Emails, and Non-Standard (A/B) Schedules. As with all control panels, be sure to hover over the blue question marks within the control panel in order to find suggestions and more information about each configuration option.


Non-Standard (A/B) Repeating Schedule Setup

These are the settings that appear in the final area when editing or adding a schedule. They allow you to set up a non-standard repeating schedule, such as is sometimes found in some mostly primary and secondary institutions.

Non-Standard A/B Schedule ConfigurationBy default, WCONLINE makes it easy to set up a schedule that repeats regularly and on standard days--such as a schedule where every Monday is identical. Briefly, this is accomplished by creating a schedule in Schedule Management, adding staff and resources to that schedule in Staff and Resource Management, and then entering the repeating schedule in Starting Availability Management.  However, some institutions have rotating schedules where the daily schedules repeat, but where they repeat on non-standard days.  While most clients should ignore this section of Schedule Management entirely, if your institution uses a non-standard repeating schedule, this section lets you set up that schedule.

Typically, non-standard repeating schedules have a calendar of dates with specific dates defined as "A," "B," or "C" days.  The first step in setting up a non-standard repeating schedule in WCONLINE is to enter the dates that are associated with each defined group.  Dates should always be entered as MM/DD/YYYY and be separated with commas. 

For example, if your institution had a calendar that showed the following:

  • A DAYS: Monday, March 1, Wednesday, March 3, Thursday, March 4, Tuesday, March 9, and Wednesday, March 10, 2021
  • B DAYS: Tuesday, March 2, Friday, March 5, Monday, March 8, Thursday, March 11, and Friday, March 12, 2021

Then you would fill out this section as follows:

In ROTATION DAY A/1: 03/01/2021,03/03/2021,03/04/2021,03/09/2021,03/10/2021

In ROTATION DAY B/2: 03/02/2021,03/05/2021,03/08/2021,03/11/2021,03/12/2021

A/B Rotation Day A1 and B2 Example Dates

Since your institution's calendar doesn't use any other rotation days than those defined as A or B, you'll leave the other fields completely blank.  Once you've confirmed that every date is listed and has been entered in the correct format, save your schedule.  Once you've saved your schedule, we strongly recommend selecting EDIT next to the schedule, scrolling down to the list of dates, and checking again to ensure that all of your dates are correct and there.  WCONLINE will automatically remove dates that don't exist (such as 12/33/2021), so this final check ensures that nothing was mistyped accidentally.

Once you've set up your schedule, you'll add resources to that schedule in Staff and Resource Management.  Then, you'll use Starting Availability Management to add your staff and resources' hours.  That control panel will automatically show your A, B, etc. days and let you schedule hours for just those days.  Once you save your staff or resource schedule, WCONLINE will use the dates entered here to populate the schedule across all of your non-standard repeating days.

Starting Availability Management Display of A/B Schedule

 

 


Schedule Management

SECTION 1: Schedule Management Overview

SECTION 2: Add or Edit: Introductory Settings

SECTION 3: Add or Edit: Schedule Options

SECTION 4: Add or Edit: Client Scheduling Limits

SECTION 5: Add or Edit: Schedule-Related Emails

SECTION 6: Add or Edit: Non-Standard (A/B) Schedules

SECTION 7: Holiday and Closure Management

SECTION 8: FAQ (Email Delivery, Blank Schedules, Setup, and More)

WCONLINE Product Manual

The product manual is available completely online. Choose a chapter from the list below or use the search tool to perform a keyword search.

CH 1: Welcome

GENERAL INFORMATION

CH 2: Data Collection & Forms

CH 3: Access, Access Levels, and the Schedule

CH 4: Synchronous Online Meetings

WELCOME MENU/CONTROL PANELS

CH 5: Update Profile & Email Options

CH 6: Client & Record Management

CH 7: Schedule Management

CH 8: Staff and Resource Management

CH 9: Starting Availability Management

CH 10: Blackout Times Management

CH 11: Announcement Management

CH 12: Mass Email Tool

CH 13: System Data Export

CH 14: Report: System Statistics

CH 15: Report: Master Listings

CH 16: Report: System Utilization

CH 17: Global System Settings

CH 18: Form Setup: System Forms

CH 19: Module Setup: Early Alerts & Flags

CH 20: Module Setup: Survey

CH 21: Module Setup: Time Clock

FAQs

CH 22: Frequently Asked Questions

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.