Table of Contents
- Section 1: Introduction
- Section 2: Step-by-Step Guide
- Section 3: Additional Resources
Section 1: Introduction
Staff are now able to send swap requests across other locations (clinics/units depending on their facility)!
Section 2: Step-by-Step Guide
Staff
Step 1: Navigate to ‘Schedule’ and select any scheduled shift
Step 2: Click on ‘Swap’
Step 3: Choose any day that does not have a scheduled shift to swap to
Step 4: ✨ Select a staff member to propose a swap (list will now include staff across multiple locations)
Step 5: Click ‘Request Swap’ and ‘Submit’
→ The swap request will appear in the other person's 'Requests' button with the locations
Scheduler
Step 1: Navigate to ‘Approvals’
Step 2: Click on ‘New’
Step 3: ✨ See additional information in the description of every swap that indicates the location of each shift in the swap request
Step 4: Click the ‘✓’ to approve the swap request
→ The swap request will appear in the approvals tab of both locations. Either location's schedulers can approve the request
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 help@m7health.com for further assistance.
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