Managing Rota Templates
Learn how to manage your rota templates.
Manage your rota templates from within the rota template management area.
Key Points
When managing rota templates, the main points to be aware of are.
- 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.
Step-by-step
See below for a step-by-step guide on creating a new rota template, updating an existing rota template and deleting a rota template.
Creating a new rota template
- Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
- Click/press the 'New' button in the top left.
- Fill out the basic rota template details.
- Click/press 'Save & Close'.
Updating an existing rota template
- Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
- Use the search to find the rota template that you wish to update.
- Click/press the 'Manage' button.
- You can use the one in the right hand panel or the one in the list.
- Once the template record is loaded go to the 'Details' tab and click/press 'Edit'.
- Make the required changes.
- Click/press the 'Save & Close' button.
Deleting a supplier
- Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
- Use the search to find the template that you wish to delete.
- 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.
- When prompted, click/press the 'Delete' button on the confirmation dialog.