Advanced Selection Techniques

You can select more than one shift at a time. However, all the Shifts you select must have the same Status (e.g. Assigned, Employee Canceled, etc.). Note that Assigned and Assigned Other are really the same Shift Status, just on different Assignments.

Once you have selected a Shift, you can extend the selection to include other Shifts. If you hold the Ctrl key down and left-click on a Shift, that Shift will be added to the selection. If you hold the Control key down and right-click on a Shift, that Shift will be added to the selection and the Shift menu for the selected Shifts will be opened.

You can also extend the selection by holding down the Shift key before clicking. This extends the selection from the first Shift that was selected through the one you shift-click on. The first Shift you select acts as the “anchor” to the selection; the next Shift you click on acts as the end point of the selection.

Note that the system will only select those Shifts that have the same Status and are on the same Assignment as the anchor Shift. Sometimes you may want the selection to include Shifts from all Assignments. For example, if you want to cancel all of a Caregiver’s Assigned Shifts for a week, across all Services. To do this, you can use the ctrl-shift-click option. This will extend the selection from the anchor Shift through the last shift clicked, regardless of what Service it’s for.

Another powerful way to work with groups of Shifts is to use “drag” selection techniques. To do this, point to a Shift, hold the mouse button down (either left or right), then pull the mouse pointer across the other Shifts you wish to select. As you do this, you will see the top part of the Shifts turn black, indicating that they are selected. When you release the button, the Shifts will remain selected (if you did a right-drag, the Shift Menu will appear as well).

Action	Result
Left-click	Selects a single shift. Left-clicking on empty space clears the selection. On the Service schedule line, selects a place to add a new Open Shift (see Adding Shifts).
Ctrl-left-click	Adds a single Shift to the selection.
Shift-left-click	Extends the selection to include the clicked shift, back to the first selected shift. It will only include Shifts that are part of the same Assignment (i.e. the same Caregiver and same Service).
Ctrl-shift-left-click	Extends the selection to include the clicked shift, back to the first selected shift, across all Assignments.
Left-drag	Starts the selection on the shift, extends it to any others as you drag past them. Only selects Shifts with the same Status on the same Assignment. Leaves the Shifts selected.
Ctrl-left-drag	Starts the selection on the shift, extends it to any others as you drag past them. Selects Shifts with the same Status, regardless of what Assignment they are on. Leaves the Shifts selected.
Double-click	On a single Shift, opens the Shift Form. For multiply-selected Shifts, opens a manager of all selected Shifts.
Right-click	Brings up the menu on the selected Shift(s). If Shifts are already selected, you can click pretty much anywhere to get the menu. If no Shifts are selected, you must click on a Shift to get its menu.
Ctrl-right-click	Adds the Shift to the selection and brings up the menu for all selected shifts.
Shift-right-click	Extends the selection to include the clicked shift, back to the first selected shift, and brings up the menu.
Right-drag	Starts the selection on the shift, extends it to any others that are dragged past, with the same Status on the same Assignment, and brings up the appropriate menu.
Ctrl-right-drag	Starts the selection on the shift, extends it to any others as you drag past them. Selects Shifts with the same Status, regardless of what Assignment they are on. When the right mouse button is released, the Shift Menu for the selected Shifts appears.