Introduction
The scheduling process within NurseBrite involves a series of states that a schedule progresses through during its lifecycle. Each state represents a distinct phase in the scheduling process. Depending on the specific workflows of your facility, some of these states may be optional. The states are as follows:
- Initial: This is the preliminary state before self-scheduling starts. The facility can input activities such as pre-approved events and obligatory shifts before staff members start to input their shifts.
- Self-schedule: During this phase, staff members input their preferred shifts. This is a critical period for staff to have autonomy over their work schedule.
- Draft: The facility reviews the input from staff members, making adjustments to ensure a balanced schedule that meets operational needs.
- Under staff review: The draft schedule is made available for staff to review. Staff members can no longer edit the schedule directly but can request changes through the NurseBrite mobile app.
- Published: The schedule is finalized by facility management and becomes the official guide for operations. The next future schedule typically enters the self-schedule state when a schedule is published.
- Current: The schedule is currently in effect and being followed for day-to-day staffing.
- Past: The schedule has been completed and is archived for reference.
The master schedule provides a comprehensive view of the schedule of specific departments and scheduling periods, and the means to manage the schedule.
View your unit's schedule
Accessing the master schedule
To view the master schedule, navigate to the left sidebar and select SCHEDULE > MASTER. The master schedule appears as a grid in the main content area, providing a comprehensive view of your own shifts alongside the shifts of your colleagues within your unit.
Navigating the schedule
To navigate through different scheduling periods, use the date range dropdown located at the top of the grid. This feature lets you view past, current, and future schedules per the available data.
Filtering by job type
Above the date range dropdown, you will find several tabs starting with the All tab. By default, the tab is selected, showing all colleagues and their respective shifts. Adjacent to the tab are additional tabs that correspond to specific job types within your unit. Selecting one of these tabs will filter the grid to display only the colleagues associated with that job type.
Viewing schedule details
Each cell within the grid, excluding the column and row headers, represents the activities of a colleague on a given date. Clicking on a cell will open the Schedule Details right panel, where you can see comprehensive details of the selected shift.
Understanding the legend
For assistance in interpreting the various symbols and colors used in the master schedule, click the Information button on the top bar. This action will bring up the Information right panel, which provides a list of legends explaining the meaning behind each visual cue on the master schedule.
Self-schedule
Enabling self-schedule mode
If your facility has enabled self-scheduling, you can input your preferred shifts and other activities. The ability to self-schedule is subject to the rules set by your facility, such as the allowed duration and start time per job status.
To begin self-scheduling, activate the Self-schedule mode toggle found at the top right corner of the master schedule. This will reveal the Self-Schedule right panel.
Adding shifts
Within the Self-Schedule right panel, navigate to the Add Shift tab. Here, you can select a shift type from the Shift dropdown menu. To add a shift, simply click on the desired date on the calendar. Click on a date that has a shift to remove it. Shifts may be saved automatically or require you to click the Save button, depending on how your facility's system setting is configured.
Adding on-call shifts and marking availability
If permitted by your facility, you can add on-call shifts or indicate your availability to work. To do this, visit the Add On-Call Shift tab or the Mark Availability tab, respectively. Similar to adding shifts, select the activity from the dropdown and click on a date to add it. Remember, you must click the Save button to confirm these changes.
Adding events
To add non-working activities such as training or vacation, go to the Add Event tab. From the Event dropdown, select the type of event you wish to add, then click on the relevant date(s) on the calendar. To finalize the addition of events, click the Save button.
