Managing Staff Rota Template Targets
Learn how to manage your staff rota template targets from within OneBoxBM.
Manage your staff rota template targets from within their staff rota template record.
Key Points
When managing staff rota template targets, the main points to be aware of are.
- In order to view/manage targets, you must granted access to do so.
- Any changes made to rota templates, will only affect rotas created using the template going fowards.
- The targets are intended as default, you can change the values anytime once a rota has been created.
Step-by-step
See below for a step-by-step guide on updating the targets stored against each rota template.
Updating the targets on a rota template
- Navigate to the 'Rotas' -> 'Rota Templates' area using the system menu.
- Use the search to find the staff 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 'Targets' tab and click/press 'Edit'.
- Make the required changes.
- Click/press the 'Save & Close' button.