Amion's sticky note feature lets you post a note anywhere on a schedule. Use notes
to include special instructions or to track reasons behind a switch.
Click on a cell where you want to post a note. Open the note pad by clicking the note
icon on the main toolbar. Or
right click on a cell and select Post a note. Notes are saved automatically
as you type in the note pad.
The icon appears on the schedule
wherever you have entered a note. Mouse over a note icon to read the note.
Notes can remain private or appear at Amion.com. Select the button to make a note private. Choose public or private
in the note pad before entering a note and subsequent notes will start with the setting
you select.
You can post notes in one of four colors. Use the icon to choose a color. Notes people submit online with day-off
requests use a fifth color, bright red .
Notes posted to a shift are filled: ,
, and .
Notes posted to an individual's work-preference calendar appear as open rectangles:
, , and
.
Personal notes appear as little tabs
above a person's initials in the list of who's available for a shift on any day. Put
the tip of the cursor over a tab to read the note.
Customizable Quick List
The December 16, 2016 version of the software allows a scheduler to define up to twenty
customizable notes that can be added to a quick list. Start by customizing a note
and then right-click and select 'add to list of quick notes.' To apply a pre-defined
note to another person or date, right click on the date or the staff person's name
in an assignment row, and then select the note you want to apply from the list. To
remove a note that's been added to your quick list, right click on the note and select
'remove from list of quick notes.'
Additional Information
Personal sticky notes are available in the simpler, calendar-year style schedules
only. For resident schedules, use the special-request feature.
If you'd like to print the notes at the foot of your schedule, you can turn on the
option for printing post-it-note text below the schedule. Go to File / Preferences
/ Printing.
To search notes, go to the Edit menu and choose Find. With the schedule on
screen, it will search notes attached to shifts and personal notes that appear because
a person assigned to a shift has a personal note on the day he or she is working.
With the work-preferences page on screen, it will search only personal notes. If you
have the work preferences in calendar format, it will search only that person's notes.
In the table view, it will search everyone but only for the dates displayed.