Skip to content

Administrator Guide

Welcome to the comprehensive administrator guide for the MUHC Workforce Manager. This section provides detailed documentation for department chiefs, administrators, and coordinators responsible for managing schedules across the three MUHC hospital sites.

Administrator Overview

As an administrator, you have access to powerful tools for managing the anesthesiology workforce across multiple hospital sites. Your responsibilities typically include:

  • User Management: Creating accounts, assigning roles, and managing permissions
  • Schedule Coordination: Creating, editing, and publishing schedules across sites
  • Multi-Site Operations: Coordinating resources between Glen, Neuro, and General sites
  • Time-off Management: Reviewing and approving staff time-off requests
  • System Administration: Configuring settings and maintaining system integrity

Multi-Site Context

The MUHC Workforce Manager serves three distinct hospital sites, each with unique operational requirements:

  • Facilities: 2 OR rooms + Pain Clinic
  • Transition: Moving from Excel-based scheduling
  • Focus: Standardization and digital workflow adoption
  • Challenges: Staff adaptation to new digital processes
  • Facilities: 2 OR rooms + Pain Clinic
  • Enhancement: Improved workflow over previous Petal MD system
  • Focus: Specialized neurosurgical scheduling requirements
  • Challenges: Complex case scheduling and subspecialty coordination
  • Facilities: 2 OR rooms + Pain Clinic
  • Integration: Maintaining operational continuity from Petal MD
  • Focus: Seamless transition with minimal workflow disruption
  • Challenges: Preserving established processes while gaining new capabilities

Core Administrative Functions

User Management

Comprehensive tools for managing department personnel across all sites.

Schedule Management

Powerful scheduling tools designed for healthcare environments.

Publishing Workflow

Control over schedule publication and visibility.

Time-off Management

Streamlined approval processes for staff time-off requests.

Administrative Workflows

Daily Tasks

Regular activities for maintaining smooth operations:

  1. Morning Review
  2. Check pending time-off requests
  3. Review today's schedule for all sites
  4. Address any overnight schedule changes or conflicts

  5. Schedule Updates

  6. Process new schedule requests
  7. Publish approved schedules
  8. Communicate changes to affected staff

  9. User Support

  10. Respond to staff questions and issues
  11. Assist with account problems
  12. Provide training for new users

Weekly Tasks

Regular maintenance and planning activities:

  1. Schedule Planning
  2. Review upcoming weeks for coverage gaps
  3. Plan template usage for recurring schedules
  4. Coordinate cross-site assignments

  5. User Management

  6. Review new user requests
  7. Update permissions as needed
  8. Archive inactive accounts

  9. System Maintenance

  10. Review audit logs
  11. Check system performance
  12. Update settings as needed

Monthly Tasks

Strategic planning and system optimization:

  1. Reporting and Analysis
  2. Generate scheduling statistics
  3. Review time-off patterns
  4. Assess system usage across sites

  5. Process Improvement

  6. Gather user feedback
  7. Identify workflow optimizations
  8. Plan system enhancements

Emergency Procedures

Healthcare environments require rapid response to scheduling emergencies:

Urgent Schedule Changes

  • Immediate Coverage: Quickly assign replacement staff
  • Notification: Automatic alerts to affected personnel
  • Documentation: Maintain audit trail for emergency changes

System Issues

  • Backup Procedures: Manual processes when system is unavailable
  • Contact Escalation: IT support and emergency contacts
  • Communication: Staff notification during outages

Critical Staffing Shortages

  • Cross-Site Coordination: Moving staff between hospital sites
  • On-Call Activation: Emergency call-in procedures
  • External Resources: Contacting agency or external staff

Administrative Dashboard

Your admin dashboard provides real-time insights into system status:

Key Metrics

  • Active Users: Current system usage across all sites
  • Pending Requests: Time-off requests awaiting approval
  • Schedule Status: Published vs. draft schedules
  • Site Coverage: Staffing levels for each hospital location

Quick Actions

  • Create Schedule: Direct access to schedule creation
  • Approve Time-off: Rapid approval workflow
  • Add User: Quick user account creation
  • System Announcements: Department-wide communications

Alerts and Notifications

  • Coverage Gaps: Automatic detection of understaffing
  • Conflicts: Schedule overlaps requiring attention
  • System Issues: Technical problems needing resolution
  • Urgent Requests: Priority time-off or schedule changes

Administrative Responsibilities

Data Privacy and Security

  • HIPAA Compliance: Maintaining patient confidentiality
  • Access Control: Ensuring appropriate user permissions
  • Audit Compliance: Maintaining detailed system logs
  • Data Backup: Regular system backup verification

Quality Assurance

  • Schedule Accuracy: Verifying correct assignments
  • Process Compliance: Following established procedures
  • User Training: Ensuring staff competency
  • Continuous Improvement: Regular workflow assessment

Quick Reference

Common Tasks

Task Documentation Priority
Create new user account Creating Users High
Publish weekly schedules Publishing Process High
Approve time-off request Approval Workflows Medium
Handle schedule conflict Conflict Resolution High
Generate monthly report Data Export Low

Emergency Contacts

Getting Started

New to administration? Follow this recommended path:

  1. Familiarize yourself with the interface
  2. Set up your first users
  3. Create and publish a schedule
  4. Learn the approval workflow
  5. Configure multi-site settings

For immediate assistance with administrative tasks, consult the relevant section above or contact technical support.