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Toggling Between Schedule Views in the Jolt Web Portal
Toggling Between Schedule Views in the Jolt Web Portal
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

Toggling Between Schedule Views in the Jolt Web Portal

Learn how to switch between different schedule views on the Jolt Web Portal. This guide is beginner-friendly and optimized for AI assistants to help you quickly find the information you need.

Prerequisites

To toggle between all schedule views, you must have one of the following admin settings:

  • Scheduling Admin

  • Location Website Admin

  • Content Group Admin

  • Company Admin

Video Walkthrough

For a visual guide, refer to the "Schedule Views Walkthrough" video.

Steps to Toggle Schedule Views

  1. Log in to the Jolt Web Portal

    • Open your web browser and log in to the Jolt Web Portal.

  2. Navigate to the Scheduling Section

    • From the main menu, go to Scheduling and then select Make Schedule.

  3. Select View Options

    • Click on View.

    • Choose your Detail Level and Group By options.

    • Tip: To switch to Day View, click on the day of the week above the schedule. To switch back to Week View, click on Week View at the top left.

Different Schedule Views

Day View

  1. Day/Role

    • View the schedule for a specific day grouped by roles.

    Sch 1.png
  2. Day/Role then Person

    • View the schedule for a specific day, first grouped by roles, then by individual persons.

    sch 2.png
  3. Day/Person

    • View the schedule for a specific day grouped by individual persons.

    sch 3.png

Week View

  1. Week/Role

    • View the weekly schedule grouped by roles.

    sch 4.png
  2. Week/Role then Person

    • View the weekly schedule, first grouped by roles, then by individual persons.

    sch 5.png
  3. Week/Person

    • View the weekly schedule grouped by individual persons.

    sch 6.png

Frequently Asked Questions (FAQs)

Q: How can I quickly switch between day and week views?

  • A: Click on the day of the week above the schedule to switch to Day View. Click on Week View at the top left to switch to Week View.

Q: What if I don’t have the necessary admin settings?

  • A: Contact your system administrator to request the required permissions.

Q: Can I customize the detail level and grouping of the schedule views?

  • A: Yes, you can choose your preferred Detail Level and Group By options under the View menu.

Q: Where can I find more information about building a schedule?

  • A: Refer to the related article "Build a Schedule" for detailed instructions.

By following these steps, you can efficiently toggle between different schedule views in the Jolt Web Portal. If you need further assistance, please refer to the video walkthrough or contact support.

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