Set Up Scheduling Criteria

Setting up scheduling criteria begins with setting properties in the Time Between Survey Settings tab of the Edit Schedule Settings window. Settings are applied system-wide but can be overridden based on your company's survey policy. You can set up scheduling overrides by facility type, at the hierarchy level, or at the facility level.

Refer to the following topics for information on how to set up scheduling properties using the three tabs in the Edit Schedule Settings window:

• Time Between Survey Settings

• Schedule Type Settings

• Hierarchy Level Overrides

Settings that are used in the Edit Schedule Settings window may include a different style or format to help identify a property:

• A setting in bold text indicates an override.

• A setting inside parentheses indicates a baseline setting.

• A setting with N/A (not applicable) indicates the setting does not apply to the scheduling property.