Want to see a summary of what a 35 day time period holds? This article will walk you through the 35-day scheduling view! #

I am declaring the second Friday of the month Ice Cream Friday! I’ll bring the sprinkles! #

1. Who can see the 35 day scheduling view?  #

• Any staff
• Requesters and clients
• Service providers

2. Where can I find the 35 day scheduling view?  #

Head to Scheduling>Views>35 day view.

 3. What filter options do I have for the 35 day scheduling view? #

#

Date #

This is the date you want to include a five week period for that has this date in the first week, starting from Sunday.

Service Request Tags #

By entering service request tag(s) here you’ll see requests and blocks that have ALL of those tags included. Selecting the exclude option inverts the results, so you’d see all requests and blocks that don’t have ALL of those tags included.

Limit to Services #

If you want to include all assignments, leave this field empty. Otherwise, you can specify service(s) to include only assignments that fall under these services. 

Limit to Groups #

If you limit your search to a certain group or groups, then only the service requests or blocks that have been created under these group(s) will be displayed.

Date Change Options #

If you want to move the time range to show a different set of 35 days in the future or past, you can click on these buttons to take you there, rather than updating the date manually. 

• -1 Month
• -7 Days
• +7 Days
• +1 Month

4. What does the 35 day scheduling view look like? #

Once you enter in all of your parameters and click Update Options, it will look something like this. 

From here you can click on a date in any summary box to go to the one-day side-by-side view of that day if you’d like. Let’s take a look closer look at what a specific summary box includes on the 35-day view.

You will see a count list of different summary totals. Below are the possible summaries that will display for that day if there is 1 or more of each.

All Service Requests #

• # Requests Total
  Total number of service requests for that day
• # Provider Slots
  Total number of service provider slots for that day
• # Unassigned
  Total number of unassigned service provider slots for that day

New Service Requests (submitted within past 3 business days) #

• # New Requests
  Total number of new service requests
• # Provider Slots
  Total number of service provider slots for new requests
• # Unassigned
  Total number of unassigned service provider slots for new requests

Out-of-Area Service Requests (submitted for locations out of your normal service area) #

• # Out-of-Area Requests
  Total number of out-of-area service requests
• # Provider Slots
  Total number of service provider slots for out-of-area requests
• # Unassigned
  Total number of unassigned service provider slots for out-of-area requests

Miscellaneous #

• # Open to the public
  Total number of open-to-the-public requests for that day
• # Posted requests
  Total number of posted requests for that day
• # Draft
  Total number of draft status requests for that day
• #Pending Confirmation
  Total number of pending confirmation status requests for that day
• #Pending re-confirmation
  Total number of pending re-confirmation status requests for that day

Blocks #

• # Blocks Total
  Total number of blocks for that day
• # Unassigned
  Total number of unassigned service provider slots for blocks for that day
• # Posted Blocks
  Total number of posted blocks for that day

Contract Days #

• # Contract Days Total
  Total number of contract days for that day

On Leave (for each person on leave on this day) #

• Name of staff
• Start time and end time of leave for that day