Managing Staff Rota Templates

Manage your staff rota templates from within the staff rota template management area.

• In order to view/manage rota templates, you must granted access to do so.
• Any changes made to rota templates, will only affect rotas created using the template going fowards.

Creating a new rota template

1. Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
2. Click/press the 'New' button in the top left.
3. Fill out the basic rota template details.
4. Click/press 'Save & Close'.

Updating an existing rota template

1. Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
2. Use the search to find the staff rota template that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the template record is loaded go to the 'Details' tab and click/press 'Edit'.
5. Make the required changes.
6. Click/press the 'Save & Close' button.

Deleting a supplier

1. Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
2. Use the search to find the staff rota template that you wish to delete.
3. Click/press the down arrow next to the 'Manage' button.
   • You can use the on in right hand panel or the one in the list.
4. When prompted, click/press the 'Delete' button on the confirmation dialog.