Getting started
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Adding Notes to Requests
Notes will show only to admins and will follow through to show on the assignment on the schedules if added to initial request.
Bidding on an Assignment on the Job Board
This article is about bidding on an assignment on the job board. You will only have access to see the job board if your site has this feature turned on.
Current Date View Filtering
Date view display filter contains the following drop-down options for setting up views: Grouping – Choose Staff, Role, Role Group, or Location Display – Choose Assignments, Roles, or Staff Staff – C
Filter Basics
All pages in Momentum have display filtering to modify the schedule data being viewed. It is located on the blue line directly beneath the green refresh button in the upper left corner of the screen.
Give an Assignment Swap Web App
There are two other change request options: offering an assignment to someone else and requesting to take an assignment from someone else. Both of these options are “one-directional”, in that exchange of one assignment for another is not involved.
How to Download Mobile App and Login
Momentum mobile app is available for both Android and IOS devices
How to Reset Your Password
This is a guide to assist changing your password after a reset or just to keep in sync with other passwords.
Microsoft Outlook Calendar Integration
This article will assist with setting up calendar integration with MS Outlook desktop application or web application.
Mobile App Job Board
From the Momentum Mobile Application, you can now post the assignments you are scheduled to work to the Job Board. In addition, you are able to view the assignment others in your organization have placed on the job board.
Mobile App Swap Assignments
If the administrator has turned on the feature, swapping assignments on the mobile app can be completed on the mobile app.
Mobile App Viewing Schedules
The mobile app has a My Schedule view for individual providers and a Team Schedule to view a variety of team schedules.
Mobile Requests
Requests for time off, work on, and don't work on can be completed on the mobile app.
Month View Filtering
Month view display filter contains the following drop-down options for setting up views: Staff – Choose specific staff or leave all unchecked for all staff Staff Group – Choose specific staff groups
My Schedule View
This article explains how to view your own schedule if you are a provider and are being scheduled in Momentum.
Posting Assignment to Job Board
Momentum’s Job Board allows any staff member to post unwanted shifts to all candidates who are eligible to cover that shift, using a right-click menu available on the My Schedule view and on the schedule for the user’s location.
Saving Filters
When the desired view after modifying the display options, filter can be saved as Common Filters or Personal Filters depending on security rights. Common filters are shared across the site while personal filters are only for the logged in staff.
Setting Default Views
On each individual page default views can be setup by staff member. Personal filters and common filters can be used. The default filter will be the filter seen when navigating to the page using the menu icons at the top.
Take an Assignment Swap Web App
To offer to take an assignment from someone else, select the Take Assignments option in the New Request Wizard. Enter a date range and click SEARCH to show a list of assignments. Select the assignment
Using Request Calendar Page to Add Single Request
The request calendar page is formatted in a calendar format.