Allocations

Managing clinical allocations

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16 articles in this collection
Written by Chris Jones and Geoffrey Chai
Administrators

Overview of the Allocations page

General information on the Allocations homepage for admin
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Written by Geoffrey Chai
Updated over a week ago

Allocations templates layout

Overview of the Allocations template layout for admin staff
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Written by Geoffrey Chai
Updated over a week ago

Creating an Allocations template

Simple steps in creating the Allocations template
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Written by Geoffrey Chai
Updated over a week ago

Editing an Allocation template

An admin can edit the Allocation template
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Written by Geoffrey Chai
Updated over a week ago

Creating or Editing Allocation Tags

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Written by Geoffrey Chai
Updated over a week ago

Adding new allocations and assigning staff to allocations

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Written by Geoffrey Chai
Updated over a week ago

Editing and Managing the Allocation roster after it has been Published

Basic principles, hints and tips to help with editing and managing the allocations roster
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Written by Geoffrey Chai
Updated over a week ago

Using Allocation template to build an Allocation roster

Process on building the allocations roster
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Written by Geoffrey Chai
Updated over a week ago

Creating draft allocations and publishing them

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Written by Geoffrey Chai
Updated over a week ago

Changing between 'Draft' and 'Publish' for an Allocation

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Written by Geoffrey Chai
Updated over a week ago

Allocation Conflicts

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Written by Chris Jones
Updated over a week ago

Exporting Allocations Data

Two methods to export allocations data
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Written by Geoffrey Chai
Updated over a week ago

Add and delete notes on allocations

Adding notes on allocations as a way of communication
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Written by Geoffrey Chai
Updated over a week ago