Date View Filtering

Date view display filter contains the following drop-down options for setting up views:

Grouping – Choose Staff, Role, Role Group, or Location

Display – Choose Assignments, Roles, or Staff

Staff – Choose specific staff or leave all unchecked for all staff

Staff Group – Choose specific staff groups or leave unchecked for all staff groups

Role – Choose specific role/s or leave all unchecked for all roles

Role Group – Choose specific role groups or leave unchecked for all role groups

Role Layer – Choose specific role layer/s or leave unchecked for all role layers

Location - Choose specific layer/s or leave unchecked for all layers

Assignments – Choose All, Required or Filled, Required yet Unfilled, Filled Only, or Unfilled Only (None assignments will not show under Filled Only and may also not show under Required or Filled)

Status – Choose All, Locked or Unlocked (for admins in Unpublished schedule)

Days to Show – Choose specific day/s of the week to display

Options – see next section for details

Once selected to click on Refresh in upper left corner to apply the modifications.

Left Side:

Layout – Choose Dates on Top or Dates on Left by clicking on it until the required option is listed

Period – Choose By Date or By Week by clicking on it until the required option is listed

Fill Colors – Choose between Role, Staff, or None by clicking on it until the required option is listed

Right Side:

Validation – Choose between Disable, Auto, or Manual by clicking on it until the required option is listed. When set to Auto each change to the schedule will run validation on the change every time.

Sort Order – Choose the order in which the assignments are listed on each day by clicking on the required option and then on the Up or Down arrow to set order. Click on Submit when complete.

Grid – Choose the minimum width of the columns on the view if a larger width is needed

Once selected to click on Refresh in upper left corner to apply the modifications.