When activated, staff-only reports allow hospital staff members to view information about floated and cancelled shift assignments. Staff Float and Staff Cancel reports are accessed from the Reports tab in the Facility Scheduler navigation bar. When running staff reports, staff members will enter a date range and department data will be returned based on their permissions and assigned skills.
The Facility Scheduler Administrator (FSA) can activate staff reports from the Facilities > Configure Staff Reports screen. Here, they determine whether a staff member can view float and cancel information for their home department or all departments based on the staff member’s assigned skills. The FSA also chooses the cancellation categories and reasons to include in the Staff Cancel report.
Staff-only reports are activated and configured at the facility level. When activated by the FSA, the Reports tab will be visible to staff members on the navigation bar. When clicked, staff members only see the Staff Float and Staff Cancel reports. Additional permissions are required to view other reports on this screen.
1. To activate staff-only reports:
2. Login as a user with Administrator permissions.
3. Go to Facilities > General Info.
4. Click Edit.
5. There are two settings that affect staff-only reports:
a) Allow Facility to Configure Staff Reports – select this option if you wish to set up staff-only reports and allow users with Staff Reports permissions to run staff-only reports when requested by staff members.
b) Staff Can Run Staff-Only Reports – select this option to allow all staff members to run and view staff only float and cancel reports.
6. Click Save.
When activated, staff-only reports are visible to all facility staff members on the Reports screen. If a staff member chooses to run a report, they enter a date range and filter the results by the available departments and skills. Departments are determined by the staff member’s assigned skills and the report configuration set by the FSA.
Depending on the report configuration settings, a staff member running staff reports may see only their home department in the list (default setting) or all departments in the facility that utilize their skill.
Login as a user with Administrator permissions.
Go to Facilities > Configure Staff Reports.
All skills utilized by the facility are listed in the Skill Configuration table.
The default setting allows staff members with an assigned skill to view float and cancel information for their skill(s) and their home department.
Skills that are utilized across multiple departments (such as RN) can be granted access to view float and cancel information for all departments utilizing these skills.
To allow selected skills to view all departments:
a) Search or scroll through the skill list to locate specific skills.
b) Click the check box in the View All Depts column corresponding to the skill.
Staff-Only Reports: Skill Configuration Table
The Cancellation Reasons table lists the facility’s cancellation categories and reasons.
Select Cancellation Reasons to be included in the Staff Cancel report.
Staff-Only Reports: Cancellation Reason Configuration Table
Typically, only cancellation reasons listed under the Facility Cancel category are included in the Staff Cancel report.
Click Save.
User Tip: Select or deselect the cancellation category (Employee Cancel or Facility Cancel) to select or clear all associated reasons.