Entering Schedules with INQUIRE Schedule by Resident
Step 1: Log into Citrix (the icon may be different but it should be identified as Citrix)
Step 2: Click on “Skip to Log on” to continue Citrix Login
Step 3: Enter LSU User name and Password
Step 4: Click on PS Desktop to continue the Login process
Step 5: Launch Citrix PS Desktop – Click on the launch box at the bottom left of the screen if it appears
Step 6: After logging into PS Desktop, select the PeopleSoft PS Launcher icon on the desktop
Step 7: These items should be selected in the boxes for Production.
- · PeopleSoft System = Human Capital Management
- · Database = PS 9.1 HCM Production (PS9HRPRD)
- · Application = PeopleSoft; then Click the Start Button.
Step 8: Click the Start Button
Step 9: Select Main Menu – Main Menu for Resident Pages, a drop down box appears
To Schedule by Account Code, Navigation = LSUHSC Processes, Resident Scheduler, Inquire, Schedule by Resident
Step 10: Select LSUHSC Processes - a drop down box appears
Step 11: Select Resident Scheduler – a drop down box appears (May not have Human Resources option in box)
Step 12: Select Inquire – a drop down box appears
Step 13: Select Schedule by Resident
into the current version of the PeopleSoft PS Launcher (See PS Resident Scheduler System Instructions on how to log into Citrix → PeopleSoft PS Launcner → Inquire → Schedule by Resident)
Step 2: Log into Resident Scheduler:
Navigation = LSUHSC Process → Resident Scheduler → Inquire → Schedule by Resident
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Step 3: Select Schedule by Resident
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Note: Do not click on the “Back "Back arrow button” button" in Citrix/PS/Resident Scheduler, click on the “cookie crumbs” "cookie crumbs" of navigation selections at the top of the screenscree, i.e. LSUHSC Processes , or Resident Scheduler , or Inquire , or Schedule by Resident depending on which screen needed.
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Step 4: Begin Scheduling the ResidentsInquire-Schedule By Resident
Navigation = LSUHSC Processes, Process → Resident Scheduler , → Inquire , → Schedule by Resident
A snapshot of all Schedules for one Resident can be viewed by using the Inquire-Schedule by Resident Option.
Step 1: Enter Employee ID (Emplid) or Name on the Search Page
- · . Employee ID – System generated id assigned to each resident. You must enter leading 0’s for this field.
- · Name – Enter Last,First (no space after comma) Partial names are allowed
- · Last Name – Enter all or part of the Last Name
- · Can also search using House Officer Level (1-10), and/or Location Code (Full or partial value)
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Step 2: Click on the Search Button
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After Clicking on theSearch Button, If Searching by the House Officer’s Last nameand there is more thanone House Officer with the same last name all House Officers with that last name will be listed.
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Step 3: Select the Name of the House Officer to schedule for the month.
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Step 4: Once selected, all scheduled data for the Resident is displayed, sorted by the From date. To view the detail of an individual schedule item, click the details hyperlink.
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The Detail tab allows the same features as the data entry Schedule by Resident page. When the Schedule by Resident Page is opened, the most recent schedule for the resident is displayed
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Note: When a schedule is displayed for a locked timeframe, the fields will be grayed and no data can be entered in the fields. Contact the GME Office regarding locked schedules. If all fields are grayed except the To: Date, and a change is needed, the date may be adjusted back to the last date locked. i.e. if “to” date = 10/31 and RTS is not locked and Payroll has not run for 10/16-31, the date can be changed to 10/15 and the remainder of the October Record/Schedule can be entered.
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Step 5: Enter, Change or leave the data in these Required Fields
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- · Comment – Text field for comments regarding the schedule. Coordinators can enter comments regarding Schedule for rotation, etc.
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Step 6: Click on the “Save” button (at the bottom left of the page) once updates are made and all fields are entered to schedule the resident for the month.
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Step 7: To schedule more residents, click on “Return to Search” at the bottom of the record next to the Save button. Then follow steps 1 – 5 again for Begin Scheduling the Residents and repeat until all House Officers are scheduled for the Month.
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To log out of PeopleSoft, click the Sign Out hyperlink on the Right hand side of any Page.
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Warning Messages: Update to record is allowed
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