General

General

The General section on the General tab on the Schedule Detail screen contains basic information about the service including the date, associated company, and location.

Field

Description

Date

Use this field to select the date of the schedule.

Service

Use this drop down to select the service being performed.

Company

Use this drop down to select the company associated with the schedule.

This field may auto-populate and lock depending on the client.

Location

Use this drop down to select the client’s location.

PoS

Use this field to select the place of service for the schedule.

Shift Group

Use this drop down to select the shift this service takes place during.

This is used when billing or payroll is different based on the time of day.

PoS Direction

Select this radial button to include directions to the service location.

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