Please watch the step by step video here:
Step 1
Log into Equina, and from the homepage, navigate to the 'Requests' section. Ensure that you have enabled the different types of Click & Go options available through your scheduler.
Step 2
In this scenario, the available options include 'Day Shift' and 'Leave.' Navigate to the month where you wish to submit your Click & Go availability requests.
Step 3
Select a specific day to create a template, which will serve as a basis for copying to other selected dates.
Step 4
Choose the preferred shifts you wish to work. For example, assign three stars to the AM shift to prioritize it over others. Indicate shifts you prefer not to work, such as night calls.
Step 5
Once you have created your shift template, use the copy feature to apply this template to multiple dates. Click on the copy option, and select the other dates you want this template to cover. For this example, select two weeks' worth of dates.
Step 6
After selecting the dates, click on 'Copy All Requests to Selected Dates.'
Step 7
Review the other dates to ensure they align with the original template you created. This completes the process of creating a reusable template in Click & Go for efficient scheduling.