Directory - Contacts
This section covers everything you need to know about the Directory in Rooster. You'll learn how to manage contacts, which can be added to different pages within Rooster.
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This section covers everything you need to know about the Directory in Rooster. You'll learn how to manage contacts, which can be added to different pages within Rooster.
Last updated
Was this helpful?
These are people or entities listed in the Directory who may not have login credentials but can be assigned to Rosters, Routing Rules and Broadcast Groups on Rooster.
You can view contacts from all institutions within your cluster, and assign them to your rosters and routing rules.
Navigate to Contacts under 'Directory' and click on 'Add New Contact'
Key in the contact details
Contact Type: Choose from Doctor, Staff (e.g. non-clinician), or Resource (e.g. shared phone by a specific department)
MCR Number: Key in this field for Doctors only. Valid formats for MCR Number: M12345X, D12345X, MP1234X.
Mobile number: Key in the primary mobile number (mandatory for Doctors)
Email address: Key in a work email address (mandatory for Doctors and Staff)
Key in the employee's current posting and additional posting (if applicable). E.g. consultant who concurrently belongs to 2 departments or senior consultants who have non-clinical roles.
To add contact using excel, click on 'More' and then select 'Download / Upload Excel Template.'
After you have downloaded the template, add the relevant fields in the excel. Ensure the fields labeled 'Required' have been filled up.
Save your excel and then upload back on rooster. Click 'Upload.'
Verify your contacts have been successfully added by using 'Search by Name, Email, MCR No. or Office No.' on the directory page.
You will only be able to edit contacts from your institution. Start by clicking on the 3 dots on the extreme right of the contact you want to edit.
To update a contact: Select 'Edit Contact'.
To deactivate a contact: Select 'Disable Contact'
To update a contact: Make the necessary changes, and click on the the blue "Save" button at the bottom right of the modal.
Note : f your contact is currently used in a roster, routing rule or broadcast group you will not be able to disable the contact. You will see an error message as shown below. To proceed, remove any active postings before disabling the contact.
Navigate to Contacts under 'Directory' and select 'More' to download contacts.
Click on 'More' and select 'Download as excel' from the dropdown.
If you want to filter your view of contacts—either directly on Rooster or after downloading—for example, to hide disabled contacts or view only those from your department, follow these steps:
On Rooster directly:
Select the 'Select Status' filter
Select 'Active'
Use the other filters, e.g 'Departments' to view contacts only from your department
After downloading in Excel:
Download the full contact list from Rooster.
Open the file in Excel.
Select the data and go to the Home tab → Sort & Filter → Filter.
In the ‘Enabled’ column, filter to show only TRUE (active) contacts.
In the ‘Department’ column, filter to display only your department’s name.
