Transferring Contacts Within a Cluster
A guide on how to manually transfer or schedule a transfer of contacts between institution within a cluster
Manual transfer of contacts
Navigate to the Directory page on the Rooster platform
Under 'More' click on 'Transfer to Institution'
In the 'Transfer to Institution' popup, fill in the relevant fields accordingly.
Once the manual transfer has been complete, the current main posting will be cleared up
Schedule auto transfers of contacts
You can schedule contact transfers between your institution and another (within the same cluster) ahead of time.
What is needed for auto transfers:
End date of current posting
Start date of next postin
Scheduling for rotation within your institution in advance
Main posting
To prepare in advance for upcoming rotations within your institution, you can schedule the event by setting a starting date for the next main posting.
Navigate to the Directory page on the Rooster platform
Search for the contact you want to auto transfer
Under the row of the contact, click "···"
Click 'Edit Contact'
On the Edit Contact popup, navigate to Next Postings
Click '+ Add Next Posting'
Fill in the Start Date
(Optional) Fill in the End Date
Click 'Save'
On the start date of the next main posting, the next main posting details will automatically override the current main posting details
Take note of the MCR number as the upcoming posting will override the one in current posting if it's different
Additional Posting
If you add 'Next Additional Posting' for a contact, on its start date, it will be shifted to 'Current Additional Postings'.
If a current additional posting already exists, the next additional posting will be appended beneath it.
To schedule a next additional posting, ensure that a start date is provided.
Upon reaching the end date for an additional posting, the additional posting will be deleted from Current Additional Postings.
For example, if the end date is set for 1st October, the row will be removed on 2nd October.
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