17. Scheduling

The Scheduling page is where you plan your audit coverage. A schedule is a target observation count for a single facility, unit, shift, and time period — for example, “100 hand-hygiene observations on 1 South, dayshift, May 2026.” Schedules feed the Audit Progress heatmap so you can see at a glance whether your team is on pace to meet its Leapfrog or accreditation targets.

To open the Scheduling list, go to Account | Advanced | Scheduling.

17.1. Schedule List

The list groups schedules by facility, then by unit, so you can fold an entire site away when you only need to look at one area. Click the chevron on any facility or unit header to collapse or expand its schedules.

17.1.1. Stat Cards

Cards across the top give you a rollup of the filtered list:

Schedules — the total number of schedules that match the current filters.
Active — schedules currently turned on. Inactive schedules are kept for the audit trail but do not appear in Audit Progress.
Pending Assignments — the total number of unfilled observation assignments across all listed schedules.

17.1.3. Filtering

Search facility or unit… — match text anywhere in the facility or unit name.
Active / Inactive / All — restrict the list to schedules in a particular state (defaults to Active).
Refresh — reload the list.

17.1.4. Row Columns

Schedules are grouped by facility, then by unit. Each schedule row shows:

Status — Active (green) or Inactive (grey).
Month — the start and end dates the schedule covers; click the link to open the editor.
Period — Weekly or Monthly.
Shift — All, Day, Evening, or Night.
Target — the number of observations planned for the period.
Pending — how many of the planned assignments are still unfilled.
Assignees — who is responsible for the observations. A pill shows the assigned auditor’s name, the number of observers when more than one is assigned, or Unassigned when nobody is yet attached.

17.2. Schedule Editor

The schedule editor opens as a modal dialog. Fill in the scope and target, then Save:

Facility — the facility the schedule applies to.
Unit — the unit within that facility. Choose (any unit) to apply the schedule across the whole facility.
Moment — restrict the schedule to a single WHO moment, or choose All moments to score every moment.
Period — Weekly or Monthly.
Shift — All shifts, Day, Evening, or Night.
Target observations — the planned number of observations for the period. Click Recommend to fill this from the unit’s Leapfrog target if one is configured.
Starts and Ends — the date range the schedule covers.
Active — Yes to include this schedule in Audit Progress, or No to keep it for history without counting it toward coverage.

When you edit an existing schedule, a red Delete button appears in the footer for one-click removal.

17.3. Build a Full Schedule

The Build a Full Schedule workspace generates a complete year of monthly schedules in one step. For every active unit in the chosen account, clearPath creates one schedule per remaining month of the current fiscal year, sized to the unit’s monthly Leapfrog target.

17.3.1. How to use it

Pick an account from the Account dropdown. The build plan summary updates to show how many units would be touched and how many monthly schedules would be created.
Click Preview to see exactly which units and months would be created or updated, without making any changes.
Click Build to commit the schedules to the database.

17.3.2. What is preserved and what is replaced

Existing schedules for the same unit and month are updated in place — the new target replaces the old.
Pending assignments under those schedules are replaced. Use Build at the start of the year, before observers start picking up assignments.
Completed and accepted assignments are preserved. You will not lose any audit work that has already been done.