Scheduling Rank Type

ROLE PRIVILEGES NEEDED: <udl-white>Scheduling Rank Type<udl-white>

EDIT SCHEDULING RANK TYPESVIEW SCHEDULING RANK TYPES | END SCHEDULING RANK TYPESQUIZ

You assign “scheduling ranking” to Associates, allowing you to filter the Scheduling Caseload option by this “ranking”. To add a scheduling rank type go to Settings > Lookup Tables > Associate Support Tables > Scheduling Rank Type

EDIT SCHEDULING RANK TYPES <returntomenu>menu ↑<returntomenu>

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the Scheduling Rank Type

Make the necessary changes and select <btnw>   Update  <btnw> when finished.

VIEW SCHEDULING RANK TYPE <returntomenu>menu ↑<returntomenu>

Selecting the Magnifying Glass <icon-magnify>xxx<icon-magnify> icon allows you to view the Scheduling Rank Type

The "View Scheduling Rank Type" screen appears

END SCHEDULING RANK TYPE <returntomenu>menu ↑<returntomenu>

You can also end a scheduling rank type, by putting an end date.

Interactive Tutorial