Tangier EPS

How to Review and Approve Schedule Requests

 

Two types of schedule requests, Off Requests and Shift Requests, may be entered by a provider via their Tangier Web Personal calendar. These schedule requests must be reviewed and approved by the scheduler before they are honored by Tangier. The scheduler can choose to disable either type of request via the Tangier EPS Location Screen's 'Tangier Web' tab.

When a Provider first enters a schedule request, it defaults to a 'Pending' status, meaning that the request has not yet been reviewed or approved by their scheduler. It is the scheduler's responsibility to approve 'Pending' schedule requests so that they are honored by Tangier.

Schedule requests should be reviewed and approved after the request cutoff date has passed and prior to making any shift assignments for the new schedule period.

While schedule requests can be reviewed and approved in either Tangier EPS or Tangier Web, this help topic explains how this task is accomplished in Tangier EPS.

1) To view 'Pending' off requests, run the 'Off Request Report'.

2) Select the desired date range for the report.

3) View 'Pending' off requests.

4) To view 'Pending' shift requests, run the 'Tangier Web Shift Request Report'.

5) Select the desired date range for the report.

6) View 'Pending' shift requests.

7) To mass approve 'Pending' requests, use the Schedule Screen.

 

8) Potential Schedule Conflicts.

9) To view unapproved Schedule Requests, use the Off Request and Shift Request Reports.

11) To view approved requests, use the Schedule Screen.

For additional help, please contact Peake Support at 800-392-3298 x109