📆Creating Daily Rosters

Integrate monthly plans into day-to-day operations, to ensure efficient shift coverage, smooth transitions between duties, and accommodate last-minute changes.

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.

User roles and permission for Daily Rosters

• Modifying the template for Daily Rosters: 'Superuser' or 'Roster Manager' role

• Modifying the assignments for Daily Rosters: 'Roster Manager' or 'Call Centre Operator' role

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

Name the roster and select the department

Step 3: Add a template

After creating the roster, you should be able to go into editing mode.

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.

Adding and Configuring Tags for Daily Roster

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

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

1. Click on 'Add Tags+' and select a relevant tag as shown below.

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

2. To configure more tags for your institution, click on 'More' and select 'Configure tags'

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

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

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 'Delete' to delete the entire daily roster view

   

   Example: All the rosters added under Eye Clinic will be deleted