HosPortal allows a wide variety of viewing options for shifts, including powerful filtering and a wide range of visual layouts. HosPortal allows users to define and name views that they use regularly. HosPortal administrators can make named views available to others.
On each roster group page, users can:
Change, define and save view settings (A)
Select a view previously saved, edit views you have already saved, or add new views alongside a preview (B)
Switch between a view of the shifts and a view of the roster statistics (C)
Toggle the highlight feature (D)
Changing and saving view settings (A)
Clicking the view settings cog (A) presents a menu of options to edit your current view setting, or create a new setting. It is also possible to create new settings on the "Add new view setting" page, which is demonstrated in secti
View Details (E): The name of the current view, and whether it is a view that is visible to everyone at the site ('Site'), or just this user ('Personal').
Filters (F): What shifts will be shown. You can filter by roster, user roles (e.g. just show those shifts eligible to Consultants) and locations. You can use roster tags or old sub-group settings to view your rosters. If you want to re-order your locations, click into the locations and use the slider.
Search (G): Enables you to search for settings within the menu of view settings.
Layout (H): The layout of the view (e.g. group by roster; group by staff; group by location; show in calendar view). You can also customise the header positions, the date range visible on a single page as well as the total date range across all pages (which you can further customise by clicking the three dots), and which day you would prefer the week to start.
Headers (I): The details to be shown on the roster headers (i.e. under the location labels on a Location-based roster, or under the activity labels in an Activity-based roster). The staffing score can be customised by specifying which roles you want to include in the score.
Sessions (J): If there are standard session times (such as 'AM' and 'PM)', the presentation of the sessions. 'Collapsed' will take non-standard session times and, as far as possible, try to report them within the best-matching standard session times. This can be useful to save room on the roster screen.
Shift display (K): The details of the shift to be shown, such as the shift time and shift name. You can even show the shift names without the personnel if you turn off 'Show shift users'.
User display (L): The details to be shown about rostered users, such as their full name, phone number, role and phone number. Shifts that break one of the roster rules can be highlighted with a warning icon. If you are using colours and/or icons to differentiate roles (defined under the Roles tab on the Admin page) you can turn this on and off.
Show other information (M): Whether unallocated and available users are to be shown at the bottom of the page. If you want to show the old Call shifts on the Allocations page, select 'show other roster groups'.
Saving view settings (N): If you make any changes, you will have the option to overwrite the current view settings, or save the settings as a new view under a custom name. If you are a site administrator you also have the option to choose to save the view so everyone can see it.
Filtering and re-ordering locations and rosters
To filter and re-order locations and roster, click into the locations or rosters pages (F, above). There you can filter by name (F1) and re-order the list of locations or rosters by grabbing the sliders (F3).
If you have archived old locations (which is done on the Roster Locations tab on the Admin page) you can filter out these locations by selecting 'Show active locations only' (F2).
Usually filters do not automatically add locations to your views if you create new locations. These need to be added manually to each view. You can elect instead to make sure that HosPortal will show all locations even if you crate new ones in future by selecting the 'Select all locations' button (F4).
Click Done when finished.
Remember that location and roster filters and orders are defined for each view. If you want to change the order in multiple views you need to edit each view separately.
Picking a named view and managing view settings (B)
Once the views are named they can be selected from the view drop-down (B).
Viewing shift statistics (C)
By selecting the 'Stats' button (C), you can see the shift statistics over any date range (O). Note that the activity count is specifically for the users, rosters and locations defined by the settings in F. If you want to see all activity for every user then you need to make sure that the roster view is covering all activity.
Using the highlight feature (D)
Clicking the highlight feature (D) will highlight certain shifts and users (P) by fading the other shifts into the background. Note that you can still edit the non-highlight/faded shifts.
The options for the highlight are:
Vacant: those shifts with a vacancy are highlighted (e.g. shift shown at Q).
Leave: shifts where someone is staffed at the same time as being listed as being on leave.
Conflict: shifts that break one of the roster rules are highlighted. Note that this feature can be used independently of whether conflict shifts are shown with an icon (see L above). In example R below, the roster rules are set so that a user cannot be staffed in two locations at the same time.
My shifts: makes it easier for users to find their own shifts on the roster page.
