| Field Name | Unit Field Description |
|---|---|
| Unit Status | Use to disable the Unit. Disabling the Unit will immediately affects the Roster and People Filter. |
| IMPORTANT: Use the Through field in Setup to enter the last day the Unit is active on the Roster. After that ‘Through’ date has passed return to the Unit in Setup and disable it to remove that unit from the People Filter and Assignment menu box options. | |
| From (Effective Date) | If a date is entered in this field, then the Unit displays on the Roster from this date. Personnel who are assigned to this Unit before this date display as Unassigned resources on the roster. This field is formatted for a date (mm/dd/yyyy). |
| Through (Expiration Date) | If a date is entered in this field, then the Unit does not display on the Roster after this date. This field does not disable the Unit. See Important Message in Unit Status above. Personnel who are assigned to this Unit after this date display as Unassigned resources on the Roster. This field is formatted for a date (mm/dd/yyyy). |
| Conditions | Use to enter a Dynamic Condition to control when a Unit displays on the Roster. |
| Unit Type | Displays all Unit Types. Select one to attach it to this Unit to specify which specialties are required on this Unit. |
| List Plan | Field provided for backwards compatibility with earlier versions of the application. Additionally defines the default Picklist for people with a shift assignment in this unit. |
| Phone | A field use to house a phone number at the Unit level. The Outbound module could use this field to contact on-duty personnel. The Contact feature uses this field to provide this number as the Suggested Contact when personnel is on-duty. |
| On duty contact method | When selected, the contact method provided may be used for contacting on-duty personnel instead of their personal contact methods. |
Note: The first On-Duty Contact method the
application encounters looking backwards from the Position is used
as the suggested contact for contacting on-duty personnel.
|
|
| Opp # | A number that is used during a List sort when a Rule with Rule Type Organization Opportunity #’s is selected. The first Opportunity number the application encounters looking backward from the Position is used to sort candidates in opportunity number order using base rule type: Organization Opportunity #’s. |
| Account | This optional field stores an account code for the selected Unit. Limit 30 characters. Limit 50 characters as of application versions 7.0.1. |
| Roster Merge | Displays all the Units. Use to merge Units together. Select <none> if there's only one Unit OR to keep multiple Units separate. |
| External ID | This optional field stores additional data to be used in a data export, such as the Payroll Export, or used to hold Call Sign data via Formula IDs. Limit 40 characters. |
| Include name in merged name | Select to include and form one name on the Roster when this Unit is merged with another Unit(s). For example: “Unit 1,Unit 4”. |
| Filter Target | Allows this Unit to be targeted as a selection using One filter target of found in base rule: <People Filter>. |
| Position(s) specified during Deploy | Designate this unit for special deployment
only. To display this unit when needed use the Deploy function on
the Roster: . Note:
This feature allows you to define any number of positions including specialties on the Roster when needed using the Deploy function. |
| List Plan | Displays all List Plans. Select a List Plan to staff people when using this Unit. |
| Vacancy Strategy | Displays all Vacancy Strategies. Select a Vacancy Strategy to define when a specialized Vacancy Strategy should apply for this Unit. |
| Roster Count Strategy | Displays all the Count Strategies. Select a Count Strategy to define when a specialized Roster Alarm should appear on this Unit’s roster. |
| Notifications Group Override | Select a Notification Group to use when disabling or enabling the Unit or Positions in this Unit via the Roster. The Notification Group encountered at the lowest level of the organization is used for contacting personnel. Default is none. |
| (Closure Notes) Required | Select to require a closure note when enabling or disabling a the Unit or Positions in this Unit via the Roster. |
| Allow Closure Notes Group | Select to enable predefine notes in the Closure Note Groups menu. |
| Closure Notes Group | Select the Closure Note Group that contains the predefine list of notes for disabling or enabling a Unit or Position via the Roster. |
| Institution Blueprint Overlap Severity | This field enables when Blueprints are turned on and used to control whether or not a blueprint can be deployed which will overlap another already deployed blueprint using the same Unit or if it should be allowed and show a warning. The selected severity error message level applies globally for every organization level below the corresponding Institution, except for overrides set at the Unit level field: Blueprint Overlap Severity |
| Blueprint Overlap Severity | This field enables when Blueprints are turned on. The selected severity error message level will apply for the selected Unit - only. The default Use Institution Settings will use the value set at the Institution level for this Unit. This field is not required on the unit. If the unit entry is null, then the settings for both Blueprint Overlap Severity and Consider Before/After Positions will be taken from the corresponding institution. If blueprint overlaps are allowed the import tool will not show a warning for the respective Unit. |
| Consider Before and After Position Overlap | Select to include Before and After type positions on a blueprint. Clear the check box to ignore Before and After type positions on a blueprint. |
| Gray Number | The application Internal ID. |