Article: Managing Rotation Catalog

The Rotation Catalog System is designed to help you take complete control over your site's rotation availability, ensuring you manage resources more efficiently and streamline the rotation request process. Here’s a quick guide on leveraging the system to your advantage and improving your site’s overall workflow.

How This Supports Your Site's Needs:

• Efficient Rotation Management: Save time and reduce administrative burden by managing rotation availability in one centralized location.
• Real-Time Updates: With notifications and easy access to critical information, you can stay on top of all pending and approved rotation requests.
• Customization Flexibility: Tailor your rotation availability to meet the needs of your specific clinical units and partners.

Enter Rotation Catalog Availability

Step 1:

Quickly create rotation entries tailored to your site’s needs, ensuring your availability is always up-to-date. Click the "Manage Rotation Catalog" button.

Step 2:

Click "Create New" to create a new catalog entry.

Step 3:

This step ensures all essential information is captured accurately, minimizing the risk of errors and miscommunication. Enter all required fields highlighted by the orange bar and asterisk and click "Save".

Step 4:

Modify rotation details as needed without hassle, giving you complete flexibility to adjust to changing needs. Once the rotation catalog entry has been created, you can edit the entry using the pencil icon under the "Actions" column.

Step 5:

You’ll never miss a rotation request, allowing you to act promptly and control your site’s operations. Clinical site administrators will be notified of pending rotation requests submitted through the rotation catalog. Both pending and approved requests will also be reflected in the "Manage Rotation Catalog" table.

Step 6:

Streamline your review process by quickly accessing and managing all pending requests in one place. To view pending requests, click the "View" button. Then, click the rotation ID to view and manage the rotation. To manage all pending requests, go to your "Rotations" table and click the "Pending" tab. Please see our help desk guide on managing rotation requests: Review Rotation Requests

Add Entity Restrictions

Step 1:

Ensure only approved partners can access specific shifts, giving you complete control over rotation assignments. After you have entered available shifts in the rotation catalog, you can restrict shifts to specific partners. Begin by selecting the shifts you would like to restrict.

Step 2:

Type the name of the partner you would like to have access to request the shift, then click "Add Entity Restrictions."

Step 3:

If needed, click the "Show/Hide Columns" button and check the "Entity Restrictions" option to include this column in the "Manage Rotation Catalog" table. This will allow you to view the partners a shift is restricted to within your table.

Remove Entity Restrictions

Step 1:

You can easily adjust restrictions if your needs change, giving you the flexibility to accommodate new partners or rotations. Remove previously added entity restrictions by clicking the "Edit" button from the Manage Rotation Catalog table if needed.

Step 2:

Under the "Restrictions" section, check the box under the "Remove" column, then click "Save."