Observation Schedule

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The Observation Schedule function allows you to assign an employee an observation frequency. An observation frequency is per month. The user will have the same frequency requirement until you assign an end date to the current frequency. Via the Observation Schedule form a number of email alerts are sent to employees assigned an observation frequency.

Quick Steps Example: Scheduling an Observation Frequency

1.

Open the Observations module by selecting the Observations tab in the main menu.

2.

On the vertical menu select Observation Schedule. Then select Add Schedule

3.

A blank Schedule form will appear.

4.

Select the employee assiciated with the schedule.

5.

Complete the appropriate fields, including the required fields

6.

Select the Save button.

7.

If all required fields are complete and all data is in a valid format, the successful save message will appear.

Quick Steps Example: Assign an Employee a New Frequency

1.

Open the Observations module by selecting the Observations tab in the main menu.

2.

On the vertical menu select Observation Schedule.

3.

Find the Employee in the Observation Schedule Summary.

4.

Select the appropriate System ID.

5.

Select the Add New Frequency button.

6.

Complete the appropriate fields and select the Save button.

7.

The current frequency will be converted into a previous frequency and be assigned an end date based on the new frequency.

Quick Steps Example: Closing a Frequency

1.

Open the Observations module by selecting the Observations tab in the main menu.

2.

On the vertical menu select Observation Schedule.

3.

Find the Employee in the Observation Schedule Summary.

4.

Select the appropriate System ID.

5.

Select the Close Frequency button.

6.

Enter an end date for the frequency.

7.

Select the Save button.