At the beginning of every day, the Table/Quality Control Manager will be responsible for creating the day’s staff schedule in Blocks. 

In the menu, you can find this page under Quality Control - Table Manager/Quality Control Manager.

Click the purple ‘Schedule’ button on the right to create your schedule. 

You will see today’s date at the top of the page, below a blue ‘Table Manager’ link to take you back to the dashboard.

In the schedule you can add shift managers and staff members. Work for both will appear in reporting, however packet assignment will only apply to staff members and not shift managers.  You are able to manually assign packets to the shift manager if need be.  

To add a staff member, click the drop down and select the staff member you are adding. Then click on the hours drop down menu to select the shift hours this staff member is working. 

Before saving your schedule, make sure that you click the checkbox to auto-assign packets.  This will automatically assign packets to the staff that you have scheduled based on a variety of factors including packet due date and language, states the staff member is trained in and what permissions the staff member has (to do visual qc, phone verification or both).  

Packet auto-assignment may take several minutes.

Click ‘Save’ to save your schedule and auto-assign packets to your staff members. 

When you click ‘Save,’ you will be taken to the packet assignment page.