Open an existing schedule

1. Choose File → Staff Scheduling → Add or Update Scheduling Definitions.

   The Schedule dialog box appears.

2. Click Browse.

   The Query - Schedules by Name dialog box appears.

3. Select a schedule, and then click OK.

   The Schedule dialog box populates with information.

   

4. Add or update any or all of the following parts of the schedule.

   To do this	See instructions in
   Add shifts	Add a shift to a schedule. Add shifts to a schedule with the wizard.
   Manage staffing exchanges and exceptions	Set up staffing exchanges and exceptions in the schedule.
   Add notes	Add notes to a schedule.
   Add custom data fields (user-defined fields)	Add custom data user-defined fields to a schedule.
   Add data in user-defined fields	Enter custom data in user-defined fields for a schedule.
   Add attachments and signatures	Add attachments and signatures to a schedule.
   Lock a schedule	Lock a schedule.
   Review modification history	Review the modification history of a schedule.
   View the shift calendar	Work with the shift calendar.

5. Click Save.