# 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.&#x20;

The daily roster will auto change to the next day's assignment at 8 am when a new shift begins.&#x20;

{% hint style="info" %}

#### User roles and permission for Daily Rosters

* Modifying the template for Daily Rosters: 'Superuser' or 'Roster Manager' role&#x20;
* Modifying the assignments for Daily Rosters: 'Roster Manager' or 'Call Centre Operator' role
  {% endhint %}

### **Step 1: Go to Daily Rosters**

1. Go to '**Roster'** in the main navigation&#x20;
2. Select '**Daily Rosters**' from the dropdown

<figure><img src="/files/ZPKBSL6zYZQ0wj0cxdhU" alt="" width="563"><figcaption></figcaption></figure>

### **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

<figure><img src="/files/JZq0akB7SpDNuwG1Adsy" alt="" width="375"><figcaption><p><strong>Name the roster and select the department</strong></p></figcaption></figure>

### **Step 3:** Add a template

<figure><img src="/files/X3LhbZT9KctKtvJHEHWQ" alt="" width="563"><figcaption><p>After creating the roster, you should be able to go into editing mode.</p></figcaption></figure>

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.&#x20;
3. Click '**Save**'

<figure><img src="/files/5JIbHuZXx6nZc6Kq3skC" alt="" width="563"><figcaption></figcaption></figure>

4. 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.&#x20;

<figure><img src="/files/tSVtkamxrWhhZTVYlUGA" alt="" width="563"><figcaption></figcaption></figure>

<details>

<summary>Adding and Configuring Tags for Daily Roster</summary>

{% hint style="info" %}
Tags can be added and configured only by 'Superuser' or 'Roster Manager' role within Rooster. Refer here to learn more about roles within Rooster [User Roles and Permissions](/introduction-to-rooster/user-roles-and-permissions.md)
{% endhint %}

1. Click '**Edit roster**' to enter editing mode.&#x20;

<figure><img src="/files/D73QQSKXqVEojENJIGE3" alt="" width="563"><figcaption></figcaption></figure>

2. Click on **'Add Tags+'** and select a relevant tag as shown below.&#x20;

<figure><img src="/files/xXvsq0TRYoLTwrUa5Uxb" alt="" width="375"><figcaption></figcaption></figure>

3. Click '**Save roster**' to apply any changes made
4. To configure more tags for your institution, click on **'More'** and select **'Configure tags'**

<figure><img src="/files/vmpbO10hYlAAciQ58tq2" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/JTykcIz8aA5odcn1Hu1Q" alt="" width="375"><figcaption></figcaption></figure>

* Do note that institutions are only allowed to configure up to 20 tags

5. Once tags have been configured, you will see the filter appear where you can filter to find relevant rosters

<figure><img src="/files/ia1hMo1qplvq2CpvtRMI" alt="" width="375"><figcaption></figcaption></figure>

</details>

<details>

<summary>Modify Daily Roster template</summary>

{% hint style="warning" %}
Changes made to the template will take effect **from the day of modification**. Previous days will not show.
{% endhint %}

1. Click '**Edit roster**' to enter editing mode

<figure><img src="/files/jHRSWk9AOgf5yKmhzVmg" alt="" width="375"><figcaption></figcaption></figure>

2. You can edit the roster's name, header, and footer
3. Click '**Save roster**' to apply any changes made

</details>

<details>

<summary>Delete Daily Roster</summary>

{% hint style="warning" %}
Deletions made to the template will take effect **from the day of modification**. Previous days will not show any changes.&#x20;
{% endhint %}

1. Click '**Edit roster**' to enter editing mode

<figure><img src="/files/jHRSWk9AOgf5yKmhzVmg" alt="" width="563"><figcaption></figcaption></figure>

2. Click the **'Delete'** to delete the entire daily roster view

   <figure><img src="/files/d9gCGTcjmTUn7FA9St0D" alt="" width="563"><figcaption><p><strong>Example</strong>: All the rosters added under Eye Clinic will be deleted</p></figcaption></figure>

</details>


---

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