Staffing Plan by Zone report

This report shows coverage across multiple units for a single schedule zone. It displays planned and scheduled coverage by job group; hours per patient day information; and employees scheduled for a single or multiple zones.

When you run the report, you can select all zones or specific zones . You can also set a grouping option, for example, Day/Zone/Organization or Organization/Zone/Day.

Note: You cannot change this report, but you can copy it and modify the copy.

  1. From your Report Library, click tap Run Report
  2. In the Select Report panel, select Scheduler > Staffing Plan by Zone and click tap Select.
  3. In the report panel, select the following parameters:
    • Timeframe — Click Tap Select Timeframe . Then, in the Timeframe panel, select the appropriate timeframe or click tap Select Range to select a range of dates. When finished, click tap Apply.
    • Location — Click Tap Select Hyperfind . Then, in the Locations & Hyperfinds panel, select the appropriate location. If you have the appropriate access, you can also click tap Select Locations to open the Select Locations glancepanel.
    • When finished, click tap Apply.
    • Grouping Option — Select how to organize the groups from the drop-down list.
    • Select Zones to Include — Select the applicable zones from the drop-down list.
    • Output Format — Select one of the following:
  4. Click Tap Run report. An In progress message displays while the report is running.
  5. Click Close to close the panel.
  6. Click Tap OK when the Report is Completed message appears. If you created a PDF or Excel report, a link appears at the bottom of the Report Library.