[en] You can change a staff member's scheduled shift and move their appointments to another staff member on the Calendar > Shifts page. This is useful for last-minute staff changes, for example, if one person is off and another is working instead. You will find more information on how to manage shifts here.
[en] Accessing the Shifts page and editing shifts may require certain user permissions. If you cannot access this feature, please contact your administrator.
[en] Change a Single Shift
[en] You can edit a scheduled shift directly on the Shifts page.
[en] Go to Calendar > Shifts.
[en] Select the shift you want to change. A dialogue will open.
[en] Edit the shift details, such as the start and end times, date, ward, team, or online booking types.
[en] Select Save.
[en] Change a shift's duration by dragging its end line up or down to make it longer or shorter.
[en] Note that you cannot move a shift from one staff member to another, as the shift is connected to a specific user or resource. To change which staff member is working, delete the original shift and add a new one for the other user.
[en] Move Appointments to Another Staff Member
[en] If you need to move a staff member's appointments to another person's shift, follow these steps.
[en] First, ensure the staff member who is taking over the appointments has a shift scheduled for the day. If the staff member does not have a shift yet, you need to add this first.
[en] Go to Calendar > Shifts and select the shift you need to cancel and move the appointments from. In the Edit shift dialogue, all scheduled appointments for this shift will be listed at the bottom of the dialogue.
[en] Select Move appointments.
[en] Select the appointments you want to move. If you want to move all of them, there is a checkbox for All.
[en] In the drop-down list, select the new staff member's shift.
[en] Select Move to confirm.
[en] Once the appointments have been moved, you can delete the original shift if necessary by the button Delete.
[en] Delete Multiple Shifts
[en] If you need to delete multiple shifts for a staff member, you can do this by using the Delete shifts button at the top or bottom of the shift calendar.
[en] In the dialogue that opens, select the users and/or resources whose shifts you want to delete.
[en] Define the start and end dates and times for the shifts you want to remove.
[en] Select Delete shifts.
[en] Shifts that have appointments scheduled cannot be deleted. You must move or reschedule the appointments before deleting multiple shifts.
[en] Reschedule Individual Appointments
[en] To change the time or assigned staff for an individual appointment, you have a few options:
[en] Go to Calendar > Appointments and select the appointment, then select Edit. Here, you can change the time for the appointment and also change the responsible person or resource.
[en] Drag and drop an appointment to a different slot on the calendar. This can be at a different time on the same day, a different day, or a different staff member.
[en] See Also
[en] Manage Shifts
[en] Use Shift Templates
[en] Appointment Calendar