Rostering
Complete
The Rostering workspace provides support for scheduling employees in shifts.
This can be used to ensure:
- employees are available to work on a particular day
- clinicians can be scheduled to appointments
The screen displays two views of these shifts:
- Areas - displays shifts by Roster Area
- Employees - displays shifts by User
In both, new Shifts are created by clicking on an empty cell.
The buttons are as follows:
| Edit | Edit the selected shift |
| Delete | Delete the selected shift |
Copying a shift
To copy a shift to another date/time, either use 'copy and paste':
- select the shift by clicking on it
- copy it using Ctrl-C
- navigate to the desired day
- click on the new time slot so that
appears - paste it using Ctrl-V
Moving a shift
To move a shift to another date/time, either:
- edit it and change the start and end times; or
- 'cut and paste' it:
- select the shift by clicking on it
- cut it using Ctrl-X
- navigate to the desired day
- click on the new time slot so that appears
- paste it using Ctrl-V
Cut and paste allows the shift to be moved to another area or employee.
Shift
Complete
A Shift is used to roster an employee to an area for a period of time.
An employee can only be rostered to a single area at a time.
The fields are:
| Start Time | The time that the shift starts |
| End Time | The time that the shift ends |
| Duration | The length of the shift |
| Employee | The rostered on user This is restricted to users that work at the practice location. |
| Area | The roster area |