Swaps Across Locations (Clinics/Units)

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Table of Contents

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

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Section 1: Introduction

Staff are now able to send swap requests across other locations (clinics/units depending on their facility)!

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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

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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.

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