Training topics: Scheduler and budgets
Planning who does what and when, and keeping jobs within budget.
This is part of our suggested training topics: an outline of what to cover when training your staff on Glide. Topics are grouped by role, so you can run separate sessions or pick the parts that suit each person.
Who each part is for
- All staff: day-to-day work such as progressing jobs, recording time and communicating with clients.
- Managers: oversight of the team's work, reporting, billing and resourcing.
- Practice administrators: setup and configuration tasks that matter but don't come up often.
All staff
- Viewing your schedule: what work you're booked on and when
- How scheduled work relates to your jobs and deadlines
Managers
- Planning team capacity and allocating work
- Adding, moving and rebalancing scheduler entries
- Setting budgets for individual jobs
- Capacity and utilisation reporting
Practice administrators
- Scheduler settings and display options
- Budget templates for recurring services
- Rules for creating scheduler entries from budgets and linked jobs
- Recurring scheduler entries