equina 101
  • Introduction
  • Scheduler Quick Start Guide
  • Basic Terminology
    • Site
      • Site Name
      • Site Address
      • Hospital Affiliation
      • Specialty
      • Staff Type
      • Site/Team ID
      • Site Administrators
      • Weekend Definition
      • Schedule Imports
      • Invite Employees
    • Hospital
    • User
    • Employee & Proficiency
    • Groups
    • Spots and Shifts
    • Skills
    • Request
  • Autopilot
    • Overview
    • Spots
      • Groups
      • Spot List
      • Add New Spot
      • Shift Template
      • Sign - Out / Hand - Off
      • Pairing
      • Priority Filling
    • Employees
      • Employee Settings
      • Add Employee
      • Contracts
      • Skills
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      • Add Inactive Period
      • Employee Pairing
    • Rules
    • Rotation
    • Roster
      • Request Reminder
      • Add Requests
      • Add Shift Template
      • Add Single Shift
      • Assign
      • Swap
      • Pin
      • Autoschedule
      • Stats
      • Publish
    • Shift and Rule Issue Checker
  • Shift Changes and Trades
    • Interface
    • Offer Shifts
      • Video: How to Offer a Shift (Mobile)
      • Video: How to Offer a Shift (Desktop)
    • Replace Personnel
      • Video: How to Replace Personnel (Mobile)
      • Video: How To Replace Personnel (Desktop)
    • Pick up Open Shift
    • Trade Shifts
      • Video: How to Trade a Shift (Mobile)
      • Video: How to Trade a Shift (Desktop)
    • Split Shifts
      • Video: How to Split a Shift (Mobile)
      • Video: How to Split a Shift (Desktop)
    • Approval
  • Submit Requests
  • Account Settings
    • Inviting Users
    • Admin Roles
    • Google Sign In
    • Two-step authentication
    • Changing your Password
    • Rule Preferences
    • Document Builder
  • Message Center
    • Inbox
    • Compose Message
  • Calendar Tools
    • Shift Reminders
    • Printing Site Calendar
    • Printing Your Monthly Calendar
    • Calendar Subscriptions
  • Payroll Reporting
    • Overview
    • Pay Rules
    • Holidays/Paydays
    • Timesheet
    • Chart
    • Paid-Time-Off
    • Export
    • Time Clock
    • Shift Notes
  • License Tracker
  • Google / Outlook / Apple Calendar Subscriptions
    • Import your Google calendar into Equina
    • Equina Calendar Subscriptions with Google
    • Equina Calendar Subscriptions with Outlook
    • Equina Calendar Subscriptions with Apple
  • Password Reset
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  1. Basic Terminology

Groups

The first step in creating your schedule

PreviousEmployee & ProficiencyNextSpots and Shifts

Last updated 3 years ago

A Group is allows you to organize shifts by a geographic location, department, hospital name, call type, shift type etc. A group can be anything, but you need to create one group before you can create any . We recommend the scheduler creating at least one group as your first step when setting up a schedule. Please see our e for all the 10 steps in creating a schedule.

Groups can be created Autopilot > Spots > Groups

Click on the Green "+" to add a new Group. Give the group a name and specify the "Sort Order". For example, a Group with sort order of 1 will be shown at the top of your calendar (Under Roster) while a group with sort order 10 (assuming you have 10 Group names you created), will be shown as the very last group on your calendar (Under Roster)

You need at least one Group before you can create any

spots / shifts
Scheduler Quick Start Guid
spots / shifts