Schedule columns - exact walkthrough
Confirm the schedule context, open column options, apply the change, then save only if allowed.
A user needs to add, remove, reorder, or reveal columns on a schedule line or schedule grid.
- 1Confirm the view
Make sure they are in the exact schedule view they use for the workflow: location, department, date range, provider/resource, and view/template.
- 2Open column options
Look for View, Options, Columns, Display, or Personalize. Do this before assuming the column is missing.
- 3Apply the column
Select the needed column, reorder it if allowed, then Apply. Verify it appears on the schedule line.
- 4Save only if allowed
If local policy allows personal views, save it as My View/default. If not, leave it as a one-time change.
- 5Escalate cleanly
If the column is not listed or the view is locked, capture the column name, view/template, role, location, and requester.
- Speak calmly.
- Be specific.
- End with where you'll be.
- What happened.
- When it happened.
- Who was affected.
- • Changing the wrong schedule view.
- • Saving a personal default when local policy does not allow it.
- • Escalating before checking filters and screen width.
Column missing from picker, locked template, or multiple users affected: escalate as scheduling template/build with exact column name, view, role, and location.