Overview

In this article, we will review Resource Scheduling; Navigation, Resource Roles, and Heat Map.

Steps on Resource Scheduling

Navigation

Step 1: Log into the Aline Suite.

Step 2: Select Go To >Community Configuration.

Step 3: Select Resource Management in the sub menu.

Adding Resource Role

Step 1: Select Add Resource Role

Step 2: The Add/Edit Resource Role pop up will appear. Complete the required fields on the Assign Resource Role page.

Editing a Resource Role

Step 1: Select the pencil icon next to the Resource Role.

Step 2: Make any necessary changes to the Assign Resource Role page. Select next.

Step 3: Make any necessary changes to the Assign Room Group Details page. Select Submit.

Note: To Delete a Resource role, select the Delete button.

Heat Map

Step 1: Click on Weekly tab to view a summary of scheduled tasks by weeks and day for a resource role.

Step 2: Click on Daily to view a summary of scheduled tasks by day and hour for a resource role.

Step 3: On the daily tab, select an hour to display the tasks scheduled for a resource role.

Step 4: Filters can be applied to narrow the resource role, service, and task.

Step 5: Select the expanding arrows to view rooms not assigned to a resource role in a particular shift or rooms that are assigned to multiple resources during a particular shift.