Log in using your Dimensions user name and password Click 'My Services' Click on 'Scheduler' To set up your Master template, click 'Master' The Master Template will hold all of the service recurring appointments To create a new appointment or shift, click on the day/time you want Choose the type of appointment This is the appointment form Choose the start/end date and time for the appointment Choose the type of shift, for example shift lead/On call/management hours/Sleep in This part of the form allows a recurrance to be set for the appointment Appointments can be set to occur only on specified days if required The Recurrance can be daily/weekly/monthly or every week day You can choose to end the recurrence after a specified number of instances Click OK and the appointment will be saved The appointment will now appear in the master scheduler To copy these appointment in to the actual scheduler, click 'actual' Click 'Generate appointments' The appointments that were created in the Master are now able to be viewed and edited To view the details of the appointment either hover the cursor over the appointment or click open To allocate staff to the shift once in the appointment, click 'None', then 'remove' Then click 'Add' and choose the staff member required from the list Click 'Add' to confirm the staff member chosen for the shift The appointment will now show in the 'Actual' as confirmed Note the blue line to the left of the appointment denoting 'confirmed' A quick way of allocating staff to shifts, right click the appointment, and 'change resources' Choose the staff member required and click 'Apply' To extend or shorten the appointment, hover the cursor over the top or bottom of the shift While holding the left mouse button, drag the appointment to the required start or finish time A popup will apear asking to confirm the change Once confirmed by clicking 'Yes' the appointment is saved Different view options are available 'Day' View makes it easier to see the details of the shift if lots of appointments occur at the same time Travel time can also be scheduled Choose the staff member required Save the appointment by clicking 'OK' To capture sickness, create a new appointment and choose 'Absence' Choose the staff member to whom it applies Choose the reason for absence Or if the staff member has returned from a period of absence, 'returned to work' can also be chosen To view one of your team members calendars, click 'Lookup' Choose the staff member from the drop down list, then click 'Display' A new window appears with the calendar chosen The staff calendar will show where ever they are scheduled to work as long as they have been allocated to the shift 'Group by' enables you to see appointments by an alternative view 'Staff view' enables you to see the rota for a particular staff member for this service The scheduler will now show the contracted hours for the staff member (C) Also how many actual hours have been scheduled for them that week (A) In the 'Group by' box click 'none' to return to the previous view Weeks can be moved forward one at a time by clicking the right arrow Leave requests should come from the staff member via the portal However, it may at times be appropriate for the manager to schedule these in instead Creating a leave appointment is the done in the same way as creating a shift, except 'Leave' is chosen as type instead Allocate the staff member Specify the number of hours If the leave type is not annual leave, choose which type applies Click OK to save