Schedules

Used in conjunction with the Wellbeing Assistance feature and Workflows, Schedules allow you to configure a schedule for when a Wellbeing Assistance package will be made available in the system or the condition of when a workflow will run.

Example 1: Your organization provides counselling services to individuals during normal business hours from 9am - 6pm Mon-Fri.

Example 2: From the hours of 6pm - 9am Mon-Fri, individuals can call a mental health support line.

Example 3: From the hours of 9am - 9am Sat-Mon, individuals can call a telephone hotline to speak to a different counselling team that are staffed during the weekend.

To learn more about setting up the Wellbeing Assistance feature, please see our guide here.

To learn more about setting up a Workflow, please see our guide here.

To view any Schedules:

Click on Admin -> Schedules to bring up the Schedules screen

By default, the schedules screen will have no schedules available.

To create a schedule:

1. Click on Add Schedule
   
   
2. The New Schedule window will appear 
   
   
3. Enter the name of the schedule in the Name field.
   
   The Schedule name is a required field. If you try to save without adding a name an error message will appear
   
4. Enter in the Start date in yyyy/mm/dd format. This can be typed into the field 
   
   OR
   you can click on the calendar icon to select the date from the drop-down
   
5. Enter in the start time 
6. Enter in the End date in yyyy/mm/dd format.
   
   As with step 4, this can be typed into the field or you can click on the calendar icon to select the date from the drop-down
   Important: The End date must be after the start date otherwise you will receive an error message that the End date must be set after the start date.
   
   
7. Enter in the end time
8. You can set up a repeat for the schedule under the Repeat drop-down. The default is set to Does not repeat
   
9. If you would like to set a repeat you can choose from a Daily or a Weekly repeat
   
10. Selecting Daily will allow you to select how many days you would like this schedule to run for.
    
    If the option is set to 1 days, the day selector will appear below. Changing this field to a different number will hide the day selector
    
11. De-selecting a day from the day selector will change the Repeat Every option from Daily to Weekly.
    
12. If you change the Repeat Every from Weekly to Daily, the day selector will re-select all days
    
13. The Repeat End allows you to Keep Repeating the schedule
    
    OR
    
    Repeat until the date which you can specify using the date selector below
    
14. The schedule confirmation will appear below confirming the dates and times that you have selected above.
    
15. Click on to save your changes or to go back to the main schedule screen
16. After you have saved, the schedule will appear in the Schedules list, either under Repeating Schedules or On-Off Schedules, depending on the configuration of the schedule.
17. To add additional schedules click on the Add Schedules button and repeat steps 2-18.