Create a Core Staffing Plan

In the previous section, you created a generic Core Staffing Template for an organization unit. In this section, you apply that template to the schedule, which creates the Core Staffing Plan.

Example: You have a generic need of 3 RNs for a Monday. In this section, you apply those needs to a specific date, say Monday, May 2, 2011. This process creates the Core Staffing Plan.

There are two methods that you can use to create a Core Staffing Plan. It is your decision as to which method to use.

• From the Core Staffing Plan screen
• From the Schedule screen

Core Staffing Plan screen

1. Navigate to the Actions section > Scheduling card > Core Staffing Plan screen.
2. To open the organization unit's existing Core Staffing Plan, enter the appropriate information in the search parameter fields.
3. Click Open Core Staffing Plan.
4. Under Core Staffing Plan Actions, click Apply Core Staffing Template.
5. Enter the appropriate information, selecting the Core Staffing Template you added or edited in the previous section, and click Apply Core Staffing Template.

Schedule screen

1. Open the Schedule screen for the appropriate organization unit and schedule period.
2. On the menu bar, click Tasks > Apply Core Staffing Template.

   The Apply Core Staffing Template dialog appears.

3. Enter the appropriate information, selecting the Core Staffing Template you added or edited in the previous section, and click Apply Core Staffing Template.