Switching Coaches for Reoccurring Class Schedule
Objective
This SOP outlines the steps to efficiently switch coaches for reoccurring classes in the scheduling system.
Key Steps
1. Access the Class Schedule 0:00
Locate the reoccurring class schedule for Monday, Wednesday, Friday at 5 a.m.
Select the class you wish to edit.
2. Edit the Class and Switch Coach 0:12
Click on the edit option for the selected class.
Switch out the current coach with the new coach.
3. Set the Start Date for Changes 0:25
When prompted, select the start date for the changes to take effect (e.g., starting next week).
Confirm the changes.
4. Create New Instances if Necessary 1:01
If only one day (e.g., Monday) needs to be updated, toggle off that day.
Create a new instance for the updated day.
5. Update Specific Day Instances 1:26
For the toggled-off day (e.g., Monday), assign the new coach (e.g., Coach Serena).
Update the class for that specific day.
6. Confirm Changes and Review Instances 1:39
Review the new instances created for the class schedule.
Ensure that the original instance is no longer active if it was replaced.
7. Finalize and Save Changes 2:00
Confirm all changes made to the class schedule.
Ensure that the new schedule reflects the updated coach assignments.
8. Monitor the Schedule 2:24
Keep an eye on the schedule to ensure all updates are correctly displayed.
Cautionary Notes
Always double-check the coach assignments to avoid scheduling conflicts.
Ensure that the end date for the original instance is correctly set to prevent overlaps.
Tips for Efficiency
Use the copy function to quickly duplicate instances when making similar changes.
Regularly review the class schedule to stay updated on any necessary changes.