The Rapid Scheduling feature is designed to make it easy for you to assign multiple events with no attending Worker to a Worker. This functionality could be used if you want to schedule several client appointments in the future but you haven’t yet determined staff scheduling.
ASSIGN MULTIPLE EVENTS WITH NO ATTENDING WORKER
THE BASICS
The Rapid Scheduling feature is designed to make it easy for you to assign multiple Events with no attending worker to a worker. For example, if you want to schedule several client appointments in the future, but you haven’t determined scheduling for your staff yet.
The Rapid Scheduling feature is available on the Assignment tab in the Agency Events page in Penelope. On the Assignment tab, you can search for all Events with no attending worker based on the date range, individual client, Case Service, Site, and/or Event Type. You can also optionally exclude Non-Scheduled Events. Once you’ve determined your criteria and clicked the View option, all applicable Events display below.
When you are choosing who to assign the Event(s) to, you can optionally set the new worker as the primary worker.
Note: Group Events with no attending Individuals/Clients do not appear in the list of Events with no attending worker. There must be at least one attending Individual/Client in the Group.
STEP 1
Click the Agency Events button.
STEP 2
Click the Assignment tab.
STEP 3
Click the Events with no attending workers option.
STEP 4
Select any filters to find the events you want to reassign.
STEP 5
Click View.
STEP 6
In the Event List section, review the appointments you want to assign.
STEP 7: OPTION 1
To assign all events to the same worker, in the Set all to field, type the name of the worker you want to assign the event to. If applicable for the event(s), click Set as primary. Note: If desired, you can modify any individual event using the process indicated in Option 2.
STEP 7: OPTION 2
To assign the events to different workers, in the Assign to field, type the name of the worker you want to assign the event to. If applicable for the event(s), click Set as primary. Repeat for all remaining events you want to reassign.
STEP 8
Click Assign.
Once you’ve assigned an event, the event displays with the new Primary Worker at the bottom of the Event List.
