You may build a schedule, but staff often request additional changes. Instead of making
the changes yourself, let your staff trade shifts online. Allowing swaps also keeps
your Amion schedule current even after-hours.
Enable swap shifts
- Amion uses email to negotiate trades between staff. In OnCall, check
that you have email addresses entered for your staff. If not,
learn to enter email addresses.
- Go to File / Preferences / Amion Trades. Check the box to Swap shifts
online. Once enabled, additional swap shift preferences appear. Check any that
apply for your group. Note: As of July 18, 2017, you may enable
admin approval for trades in the attending platform only. If you do not see this option
in your swap preferences,
update OnCall. Or, it means your schedule
is set up in the resident platform.
If you select the preference to pick up open shifts, any open shift in the
schedule will automatically appear in the swap trade pool at Amion. Learn
more about picking up open shifts.
Selecting the preference to email staff only means that you, the administrator,
will not receive swap email notifications when they occur.
- Also in Preferences / Amion Options, check use 'no reply' return
for email the server sends to staff. This ensures the messages will not flag as
spam. Click OK to save the preferences and close window.
- Enable Flag switches to track the swapped shift changes. On your schedule
page, click on a date cell. In the Infobox.. window, check the box Flag
switches.
- If additional admins/health professional staff, other than you, need swap notifications,
enable email schedule-change notifications. Learn
to setup email notifications under the Automatic notification section.
- Publish your schedule to Amion to save changes. Your Amion schedule online
will dispay a new swap shift
icon in the toolbar.
Staff can click the same icon above the online schedule, and prompt the site to email
them a personal password and login link for easy access to their swap options.
Learn how staff obtain
passwords and trade shifts online.
