1. Navigate to the SHIFTS menu then the Active or Orders tab then select NEW ORDER
2. In the NEW ORDER page fill in the basic information
- Facility Unit Name
- Contact Name
- Give it a title e.g. "Spring Event" / "ER Position" / "Order for 03/29"
3. In the Order tab select the work location and bill location
- Please note, if the location has already been set for the client, it will automatically populate.
4. Then click on Shift Quick Edit tab.
- Now we are ready to add individual assignments. Specify date/time, position count, and privacy setting then click "+" to add this position to the order. Repeat this step until all jobs are added.
5. Click UPDATE to Save
- By default, jobs are added using the configured privacy setting, but you can modify based on the urgency of the assignment. For PRIVATE assignments, EDIT the job and click on INVITE then select people who should be invited.
- Have questions about job orders? Please click here for answers for the FAQ.