Introduction
A Time Block lets you mark a staff not available for a period of time. This can include leaves, sick leaves, holidays etc…
Located on the Scheduler board, the Time Block tool lets you:
- name the reason for the time off
- assign staff
- identify the start and end times.
1 Locating the Scheduler board
You can access the Time Block tool from the Scheduler board.
- Scroll up to the top of the page and locate the main menu bar.
- Click Scheduler. The Scheduler board displays.
- Locate the blue buttons at the top of the page.
- Click ADD JOB. A job panel displays on the left side of the page.
2 Opening the Time Block panel
With the job panel open, click the TIME BLOCK tab in the top menu.
3 Creating a Time Block
- Enter information inside the Time Block panel.
- Click Save.
4 Viewing a Time Block
To view the Time Block on the Scheduler board, select the correct date in the Date Picker.
5 Updating a Time Block
All information inside a Time block with a future start date can be updated.
- To change the assigned staff, go to the Scheduler board and drag the Time Block to a new staff person.
- Click a Time Block on the Scheduler board one time to open the DETAILS panel. This where you can update information like start time and description.
- Click UPDATE to save.
Time blocks which involve past activities can be partially updated. You can’t change staff allocations, but you can modify information in the DETAILS panel.
