Mark Bohn

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Activity overview

Latest activity by Mark Bohn
  • Mark Bohn created an article,

    Add-Remove Open Shifts [Schedule]

    Schedule Page 1. Click on “Add / Remove Open Shifts” 2. Select date-range (to be removed)3. Select the desired calendar.  *each calendar has to be done separately 4. Leave “REMOVE” selected5. Click...

  • Mark Bohn created an article,

    Events: Public vs. Personal

    PUBLIC 1. Enter the event details 2. Select "Public" option In the video example, we are selecting “Public” We want everyone (with access to the platform) to be able to see this event. Both users ...

  • Mark Bohn created an article,

    Policy App. (Mobile App.)

    How to access / use the mobile application

  • Mark Bohn created an article,

    Shift Patterns: Self / Others

    Setting Permissions specificallyfor managing shift patterns.1. User needs to be able to Edit a Members profile.This permission is provided by...Control Panel > System Permissions > MembersPermissio...

  • Mark Bohn created an article,

    User's Permissions (Assignment / Role)

    Navigate to the user / user preferences (profile) page Select “This user's role assignments” Review assignments Within Permissions, one can evaluate specific Assignments / Roles Modify permissions...

  • Mark Bohn created an article,

    Metabase: Getting Started

    Metabase allows you to explore your data and produce embeddable charts and interactive dashboards without requiring code.You can analyze and summarize any data collected on your site (yoursite.prot...

  • Mark Bohn created an article,

    Manage User Access Level

    1. Access the individual(s) by going to the members profile table by clicking on Information under the Members menu label 2. Select the individual you wish to manage 3. Click on EDIT 4. Select the ...

  • Mark Bohn created an article,

    Add or Remove Open Shifts

    Add or Remove Open Shifts (This is focusing on "Remove" - Similar Process to Add Open Shift) 1. Click on "Schedule" in the menu bar 2. Click on EDIT > Add/Remove Open Shifts.  Note: Working on June...

  • Mark Bohn created an article,

    OASIS: Using the Filter / Sort (button) feature

    Access the “Filter / Sort” feature for OASIS by first clicking on the OASIS menu label Next, click not the “Filter / Sort” button (top right of the page) Select desired item(s) to filter / sort Cl...

  • Mark Bohn created an article,

    OASIS Settings: Create a Task

    To build a new Task in OASIS, follow these steps: In OASIS, choose 'SETTINGS' Then choose 'Tasks' from the Settings menu Click "+ ADD" Give your new Task a name Look over all fields and fill out/c...