📆Creating Daily Rosters

Creating Daily Rosters

The Daily Roster provides a day-to-day breakdown of the Monthly Roster. This lets you check and manage assignments for a specific date while keeping the overall schedule in view.

The daily roster will auto change to the next day's assignment at 8 am when a new shift begins.

Step 1: Go to Daily Rosters

1. Go to 'Roster' in the main navigation

2. Select 'Daily Rosters' from the dropdown

Step 2: Create new roster

1. Click '+ Create New Roster'

2. Name your roster and select the Department for it

3. Add a header and footer

4. Click 'Save' to create the roster

Step 3: Add a template

1. Click 'Add Template +'

2. Add a title and select a dropdown option for the 'Monthly Roster' and 'Column' fields. For Team Rosters, select a dropdown option for the 'Row' field.

3. Click 'Save'

1. Once you've set up the Daily Roster view, any assignments from your Monthly Roster will be populated in. Any changes made to the assignment / comments will also be reflected in the monthly roster and vice versa.

Modify Daily Roster template

Changes made to the template will take effect from the day of modification. Previous days will not show.

1. Click 'Edit roster' to enter editing mode

1. You can edit the roster's name, header, and footer

2. Click 'Save roster' to apply any changes made

Delete Daily Roster

Deletions made to the template will take effect from the day of modification. Previous days will not show any changes.

1. Click 'Edit roster' to enter editing mode

1. Click the Dustbin icon 🗑️ to delete the entire daily roster view