👩⚕️Assigning to On-call and Team Rosters
Add assignments to your roster directly in Rooster, or using an Excel file.
Unable to find a staff member?
You can add their contact on the directory page before assigning them to a roster.
Adding assignments to your rosters
Step 1: Go to your respective Roster
On the roster page, click 'Edit Assignment'.
Step 2: Select a way to assign
Choose one of the methods to add your assignments on your roster.
Add individual assignments
Hover over the cell to which you would like to add your assignee(s), and click 'Add Assignment'.
Select role, team (for Team Rosters only), staff, and single/multiple date selector on the pop-up.
Dropdown options under 'Role' should be the same as column headers.
You can search for staff by their display name, MCR number, designation, or by scrolling through the dropdown menu. You can also select more than 1 staff.
You can toggle between 'Exact Date' and 'Date Range'.
Click 'Add'.
Once you have added all assignments, click 'Save Assignments'.
Bulk assign: Add assignments to multiple columns
Click 'Bulk Assign'.
Select one or more options under the 'Role' option. These are the columns to which the assignee will be added.
Select one or more staff to add to the selected roles.
Click 'Save'.
Adding assignees using an Excel file
Excel can only be used to assign clinicians for On-Call Rosters. It also cannot be used for modifying the template of the roster (i.e. creating new columns).
Step 1: Go to the roster
Click 'More'.
Step 2: Download template
Select 'Download/Upload template for (Month + Date)' from the dropdown menu.
On the pop-up, click 'Download template'.
Once the file is generated, a message should appear, 'File ready. Click here to download'. Click 'here' to download the roster template.
Step 3: Adding your assignments
Choose one of the methods to add your assignments:
Using Microsoft 365 Online
Using the Excel app
Method 1: Using Microsoft 365 Online
Save the template onto One Drive.
Open a new tab and open the template on Microsoft 365 Online via https://www.microsoft365.com/mycontent.
To add an assignment, type the assignee's name into the excel row and click 'Enter' to select
Note: If you're rostering multiple users on the same day, duplicate the row for that date and enter each user's assignment in a new row.
Once the assignments are completed, save a copy of the populated Excel by navigating to File > Download a Copy.
Method 2: Using the Excel app
Save the template to your device and open it.
Template should match the template you created on Rooster.
Modify the excel according to your requirements and add the assignees.
If you're rostering multiple users on the same day, duplicate the row for that date and enter each user's assignment in a new row.
Save the populated Excel file on your computer.
Step 4: Upload Excel file
Return to the 'Download/Upload Excel template' popup on Rooster.
If you closed the original popup, click 'More' and select 'Download/Upload template for (Month + Date)' from the dropdown.
Click 'Choose file' under Step 2.
Select the populated Excel file and click 'Upload'.
The system will process the file and update the roster accordingly.
Multiple users can edit on Rooster at the same time
If users are editing different cells, we will save both changes by all users.
If users are editing the same cell, we will save the latest change that was made.
FAQ
How can I add multiple assignments to the same cell in a specific order?
In order to add multiple assignments to the same cell and maintain their order, you will have to add the assignees consecutively.
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