NEW FEATURE- Calendar Overlay

Team Leaders and Administrators now have the ability to manage sessions through a calendar overlay tool. Please see the following steps for an overview of the Team Leader calendar view. 

  1. While logged in a Team Leader or Administrator, select the Calendar icon on the top left of your screen

 Screen_Shot_2017-09-11_at_8.33.23_AM.png

  1. The Calendar View will then appear. 

Screen_Shot_2017-09-11_at_8.33.29_AM.png

3. The filters above the calendar will filter down to the desired view.

Screen_Shot_2017-09-11_at_8.33.46_AM.png

Team Leader (Administrator Only): Select desired Team Leader to manage

Session Status (Team Leader Only): Unsubmitted, or Submitted. Select All displays all statuses 

Session Status (Administrator Only): Posted, or Unposted. Select All displays all statuses 

Service Provider: Shows all providers with submitted sessions on your caseload. Can select one, multiples or all providers. 

School: Shows all schools locations that selected provider's serve 

  1. Sessions will have different display colors for each status

Screen_Shot_2017-09-11_at_8.33.29_AM.png

 

Orange: Team Leader's personal sessions

Blue: Service Provider's submitted sessions 

Yellow: Unsubmitted sessions and Unposted Sessions

Green: Posted Sessions

 

  1. Sessions can be managed (posted, edited and moved) by Team Leads from the calendar view or in Session Management. 

 

 

 

 

 

 

 

 

 

 

Have more questions? Submit a request