Why did my Permanent Schedules not generate?

This topic explains how to assess existing permanent schedules to determine why schedules may not have generated or are not currently generating. The checks below cover the most common scenarios; however, certain cases may require additional investigation.

Problem	Resolution
Permanent Schedules Not Generating	Is Permanent Scheduling enabled in System Settings? If disabled, schedules will not generate. Is the client’s admission status Active? Inactive admissions prevent permanent schedule generation. Are the client’s Permanent Schedule Templates active? Inactive templates will not produce schedules. Does the client’s Rank 1 payor have an end date? Has the date already passed? Schedules will not generate past the end date. Do the templates have a Shift Group assigned? Is the Shift Group active? Inactive shift groups block schedule generation. Does the template show an Event Code in the UI? If no, the Event Code may have been deleted. Tier 3 Support will need to review the template in SQL. Is Clinical Integration enabled on the Service Record? Permanent schedules will not generate when clinical integration is enabled. Has the payor’s end date passed? Schedules cannot generate beyond the coverage period.
Schedules Generating Without a Staff Member	Is Check compliance against schedule generation enabled? Verify the assigned staff member is compliant (not flagged in red). Non‑compliant staff may prevent assignment during schedule generation.

Problem

Resolution

Permanent Schedules Not Generating

Is Permanent Scheduling enabled in System Settings? If disabled, schedules will not generate.
Is the client’s admission status Active? Inactive admissions prevent permanent schedule generation.
Are the client’s Permanent Schedule Templates active? Inactive templates will not produce schedules.
Does the client’s Rank 1 payor have an end date? Has the date already passed? Schedules will not generate past the end date.
Do the templates have a Shift Group assigned? Is the Shift Group active? Inactive shift groups block schedule generation.
Does the template show an Event Code in the UI? If no, the Event Code may have been deleted. Tier 3 Support will need to review the template in SQL.
Is Clinical Integration enabled on the Service Record? Permanent schedules will not generate when clinical integration is enabled.
Has the payor’s end date passed? Schedules cannot generate beyond the coverage period.

Schedules Generating Without a Staff Member

Is Check compliance against schedule generation enabled? Verify the assigned staff member is compliant (not flagged in red). Non‑compliant staff may prevent assignment during schedule generation.