This tutorial guides you through searching and filtering schedules effectively
Go to synchrony-surgical.com
1. Introduction
By following these steps, you will learn how to apply various filters to locate schedules based on status, category, and staff assignments, enabling efficient schedule management.
2. Navigate to Schedules Tab
Click the Schedules tab to access the schedule management area where you can view and manage all schedules.
3. Open Filter Options
Click the Filters button to open the filtering options that allow you to narrow down the schedules displayed.
4. Select Ready Status
Click the Ready status option to filter schedules that are marked as ready for action.
5. Select In Progress Status
Click the In Progress status option to include schedules that are currently underway in your filter.
6. Choose Standard Category
Click the Standard category to filter schedules that fall under this classification.
7. Apply Selected Filters
Click the Apply button to activate all selected filters and update the schedule list accordingly.
8. Access Staff Filter
Click the Staff filter to begin selecting schedules associated with specific staff members.
9. Open Staff Selection Menu
Click here to open the dropdown menu where you can choose individual staff members for filtering.
10. Select Specific Staff Member
Select a member to filter schedules assigned to this particular staff member.
11. Confirm Staff Filter Application
Click the Apply button to apply the staff filter and view schedules related to the selected staff member.
You have successfully filtered schedules by status, category, and staff member to view specific schedule subsets. To further refine your search, explore additional filter options or save your filter settings for future use.