Rostering
Submitted by tanderson on Fri, 08/02/2019 - 12:18
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.