Articles on: Using Proplanum as a manager

Starting work as a Location Manager

Welcome to Proplanum. As a Location Manager you run an entire assigned location — its schedule, work time, requests, tasks and team. This guide shows where to start and where in the application to find each of these tools.

Click and try the interactive guide online

First steps

Once you accept the invitation you sign in through a browser or the mobile app (iOS/Android). On the dashboard you will find the key information about your team.

If you manage more than one location, you switch between them with the location selector on the dashboard — it shows the current location (for example "Clinic") and lets you choose another.

The location selector on the dashboard

Remember: all the tools are in the left-hand menu (Dashboard, Schedule, Time tracking, Requests, Tasks, Team, Locations).

Schedule

You plan, modify and publish schedules, and use automatic generation and templates.

Caution: changes apply and become visible (reports, printouts, employees) only after publication — with the "Publish" button. Only future periods can be edited. After publication employees get an automatic notification in the mobile app.

More: Schedule Planning.