"Staffing Summaries" in the Staff App

Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

Section 1: Introduction

M7 now allows staff to view how many staff have inputted preferences for any day and shift type in the Staff App! This feature can be turned on and off for a unit. If you don’t see this experience, reach out to your Nurse Manager.

Section 2: Step-by-Step Guide

To view how many staff have inputted preferences for a given day and shift type, follow these steps:

Step 1: Navigate to a schedule in the “Planning” tab on the Staff App.

Step 2: Click on the ✨new✨ ”View Staffing Summary” field in the top right corner of the schedule.

Step 3: Click into the dropdown to select the shift type you would like to view staffing summaries for.

Step 4: Once you select a shift type in the dropdown, you will be able to see the number of staff who have inputted preferences for this shift type across all the days in the schedule.

In the example circled below, this fraction tells you that 6 staff members have inputted preferences for this shift type on this day, and the target level for this shift type and day is 3.

When a shift type is selected in the staffing summary dropdown:

1. Click on an empty day to input a preference for that shift type.
2. Once a preference is inputted, click again to remove the preference.

Step 5: To return to the standard preference input experience, select “None” in the “View Staffing Summary” dropdown.

Section 3: Additional Resources

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.