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- Select the Daily Inquiry tab under the Operations menu. The Daily Inquiry screen appears.
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image | DI.jpg |
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title | Fig.2 Daily Inquiry |
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Search Employee
To view an employee's details in the Daily Inquiry screen, the employees can be searched for by providing the following search criteria in the Search Daily Inquiry screen:
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To search for an employee:
- Click Image Modified to search an employee, the Search Daily Inquiry screen appears.
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image | Blank DI Search.jpg |
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title | Fig.3 Daily Inquiry - Initial Search |
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- Type or select search criteria as required. Criteria fields are Schedule Date, First Name, Last Name, or Facility.
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- To list the employees with First Name or Last Name starting with a particular character, type the character and the employees starting with the given character are displayed in the 'Search Results' list.
- Click Image Modified and select Schedule Date to list the employees for the selected schedule date. Click Search in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the 'Search Results' section of the Search Daily Inquiry screen.
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- Click Image Modified in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the "Search Results" section of the Search Daily Inquiry.
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image | DI Search.jpg |
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title | Fig.4 Daily Inquiry - Search |
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- You can also filter your search results by selecting any of the column header links.
- Click the selected employee ID link. The weekly view, schedule, and assignment details of employee will be displayed.
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image | Detailed DI.jpg |
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title | Fig.5 Daily Inquiry - Detailed View of an Employee's Daily Activity |
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At the top of the screen resides a graphical view of the employee's weekly schedule. The current day being viewed is always in the center, with 2 days prior on the left, and 2 days following on the right. Tip |
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The centered date matches the "Schedule Date" in the center section below. |
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Also contained within the bars are the Schedule start and end times:
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image | Schedule Date.jpg |
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title | Fig.6 Daily Inquiry -- Weekly View -- Schedule Start and End Times Within the Graphs |
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In the following screenshot, the employee was scheduled to start at 5:00 a.m. but didn't actually start working until 6:00, so it is necessary to adjust the Schedule start time by an hour. To fix this, click on the blue bar representing the current day's work schedule.
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image | Circle Detailed DI.jpg |
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title | Fig.7 Daily Inquiry -- Employee Work Schedule Needs to be Adjusted to Start 1 Hour Later |
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On the left side, enter the new Start Time of 2:00 PM, and click the Image Modified button. The D.I. refreshes with the new Schedule start time of 2:00 PM. Note the blue bar has shifted to the right by an hour and the Start of Shift activity now has a Start Time of 14:00:00.
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