EMS | Internal Appointments - Staff Settings
Description
Internal appointments are used to add blocks to member of staff, these are initially made available via Internal Appointment Codes,
Resolution
Configuring Staff Internal Appointments
In "Administrator" or via "Configuration" click onto “Internal Appointment Codes”
- Select an Internal appointment from the list
- Tick the "Staff" in the "Relevant To" section
- Select whether the internal appointment is deemed as:
- Working - a block included in the working day and utilisation reports e.g. meetings, stock taking
- Not Working - a block not included as active time e.g. day off in lieu, breaktime
- Set "Show in Rota" to be able to add blocks as part of the staff rota
- Set "Show in Column/business closure" to include in bulk column closure
Staff Allocation
To configure which staff can be booked out
- Select the Site Details Tab
- Select the required Internal appointment form the list
- Using the Staff Allocation Tab move the required Staff left to right to allocate
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