Overview

Whether you prefer to schedule in user view, positions view, or coverage view, you can filter your schedule to quickly view coverage for particular positions or job sites. Instead of viewing your entire schedule, filtering helps you narrow your schedule down to the shifts you want to see.

Filters can be collapsed and you can scroll independently from the schedule.

Filter indicators

If you have filtered the schedule, you can see what is filtered by looking for a red dot next to the filter heading.

If the filters menu is collapsed, the red dot appears next to the expand button to notify you that items have been filtered.

User filters

By default, all users are shown on the Scheduler. You can filter down to a single user or OpenShifts by using the User drop down menu. Click the drop down menu then select the user you want to filter to.

Hiding unscheduled users

As you are building the schedule, you can hide users who aren’t yet scheduled for the particular day or week you’re viewing. To hide unscheduled users, check the Hide Unscheduled Users checkbox under the More tools section of the filter menu while in the User view of the schedule.

Showing or hiding filtered users

When you’re filtering the schedule by position or job site, users who don’t match the applied filters are hidden by default. If they have other shifts that don’t match the applied filters, the shifts appear with a dashed line around the border of the shift.

To hide filtered users, check the Hide Filtered Users checkbox under the More tools section of the filter menu while in the User view of the schedule.

Highlight unconfirmed shifts

If you want to view shifts that have yet to be confirmed by the user, check Highlight Unconfirmed Shifts checkbox under the More tools section of the filter menu while in User view of the schedule. Confirmed shifts appear faded on the schedule.

Position filters

Select Positions in the Viewing as drop down under the date(s) of the Schedule to filter your schedule based on position. Shifts that don’t match your applied position filters appear with a white background and a dashed line around the border of the shift.

View shifts for a single position

If you want to view shifts for a single position, click Select None, then click the position name. Users tagged to the selected position or shifts assigned to the selected position are shown.

View shifts for multiple positions

If you don’t want to view shifts for a particular position, click the box to the left of the position name to filter it from the schedule.

Tags filters

Use the Tags menu to the left of the schedule to filter your schedule by tags.

View Tags in user view

When you select tags in user view:

• Users with all the tags selected remain visible.
  • If they have shifts that don’t match the tags selected, it will appear with a dotted line around it.
• Users not assigned all tags selected, but with an assigned shift with all tags selected appear.

View Tags in position view

When you select tags in position view:

• Any shift matching selected tags remains visible.
• Any shift not matching selected tags is removed from view.

If you want to view shifts or users that are assigned a particular tag, click the tag. To view shifts or users for multiple tags, select each tag in the list you want to see.

Job site filters

Use the Job Sites menu to the left of the schedule to filter your schedule by job site. Shifts that don’t match your applied job site filters appear with a dotted line around them. Shifts that are solid grey indicate the user is at the same job site but on a different schedule.

View shifts for a single job site

If you want to view shifts assigned to a particular job site, click Select None, then click the  job site name. You can also just select the job site you would like to filter to.

View shifts for multiple job sites

If you don’t want to see shifts assigned to a particular job site, click the box to the left of the job site name to filter it from the schedule.

Hiding unscheduled positions

If you’re building your schedule using Positions view, you can hide positions that have not been scheduled for the particular day or week you are viewing. To hide unscheduled positions, check the Hide Unscheduled Positions checkbox under the More tools section of the filter menu while in the Position view of the schedule.

Highlight OpenShifts

In Position view, you can view only the OpenShifts you have scheduled. To highlight only OpenShifts, check the Highlight OpenShifts checkbox under the More tools section of the filter menu while in Position view of the schedule.

Show shifts at other schedules

In Position view, you can view shifts from other schedules you have created. To show shifts from other schedules, check the Show Shifts at Other Schedules checkbox under the More tools section while in Position view of the schedule.

Resetting the filter

To reset filters applied to your schedule, click Select All in the top-left corner of the Positions or Job Sites menus.