Open the Scheduling Coordinator Event Sheet and look for an event highlighted in red.
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Once you have an event identified, open Connecteam and go to Job Scheduling
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You may see multiple calendars but you will be working on the "New Calendar"
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Click on Access schedule
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Click on Add
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Click on Add Multiple Shifts
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It will automatically give you 4 rows but delete the last three. This way we only duplicate one with the correct info.
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You should only have one row
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The first field we will work on is the date of the event.
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Make sure you have the correct date. Please refer to your sheet.
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Next, put the Start and End time. The set up time is part of the shift so 9 AM set up with 10 AM - 2 PM clinic means that the whole shift is from 9 AM - 2 PM
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Now let's add the event name
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Now let's add the Event Sheet in the notes section.
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Click on …
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Click on Attach
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Click on File
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Upload the event sheet from your Smartsheet
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Now that we have the event date, time frame, address, and event sheet, we will make 4 copies of this row.
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You should have a total of 5 rows. Let's make the 4th one the pick up shift.
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The pick up shift will be one hour before the set up time.
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Now let's make the 5th row the Drop Off shift.
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The drop off shift is the hour after the shift ends
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Now let's assign a job for each row
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Let's make the first job as Clinical
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Click on Clinical Staff…
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Continue in the following order
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Click on CAIR2 Staff…
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Click on Select a job
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Click on Community Health Worker
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Click on Select a job
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Click on PIck-Up
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Click on Select a job
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Click on Drop Off…
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Now let's add the number of users per job
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Click on each Checkbox
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You will notice the number one, that means that we are allowing one person to claim this job
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Click on Checkbox No Ink
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All jobs will only need one person except for the first role which has the clinical staff job. Here you will put the number 2. We need at least two clinicals per shift.
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Do a final review and then click on Save as Drafts
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Let's go back to your sheet to chart your progress. Checkbox that you have added the pick up shift, event shift, drop off shift, and attached the event sheet in the shift notes
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Click on image
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Let's chart the date you added the draft on Connecteam
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Click on
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Let's chart who added the event. It will have your name soon.
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Click on Scheduler for now and you will notice that the row will automatically turn orange.
Well done!
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