Table of Contents

How to make pre-assignments

How to mark call outs

How to UNDO a pre-assignment

How to view staffing levels for a unit across multiple weeks

I need to float a CSRC Staff Member to a unit. How do I float them and ensure the house supervisor knows who they are?

📽️ Video Example (Link)

https://www.loom.com/share/dfddd994194a4b0e85a7db85d6b2cde7?sid=1d4791fc-28af-4494-8a28-6911adcbc792

🗾 Step-by-Step Guide

Step 1: Set up Your View:

1. Go to the House View Tab
2. Select the Date, Time Range (7A-7P, 7P-7A), ****and Units in question

*Note - The CSRC unit is within the “Ochsner” group at the bottom of the Unit dropdown!

Step 2: Assign the CSRC User

1. In House View, click on the CSRC Unit.
2. In the right-hand panel, you’ll see all the CSRC users.
3. Click on the notecard icon for the CSRC you want to assign.

   1. Note - each CSRC user has a role type (RN, LPN, PSA) indicated next to “CSRC Staff” - be sure to select a user with the proper role!