📅Daily Rosters

What is a Daily Roster?

A daily roster provides you with the ability to have an overview of who is on call according to the monthly rosters you have created.

It helps you integrate monthly plans into day-to-day operations, ensuring efficient shift coverage, smooth transitions between duties, and the ability to accommodate last-minute changes.

How can I set up my daily roster?

1. To set up your window to view daily rosters, click '+ Create New Roster' button.

2. Set it up by entering the name of the Roster and the Department you would like to view. Once completed, click the 'Save' button.

3. After you have created the daily roster, you should be able to go into editing mode for the daily roster.

4. Add a New Template by adding a Title, Monthly Roster, and Column. The Monthly Roster and Column will have a dropdown option to select from. Click 'Save' once you have filled up the fields.

5. Once you have set up the view for daily rosters. It should appear as such :

How can I modify the assignees on my daily roster?

1. Hover over the cell you would like to modify in the daily roster view. A button 'Edit Staff & Comments' should appear.

2. After clicking the 'Edit Staff & Comments' button, a pop-up will appear where you can edit or delete the staff name and add comments. Below are two images where the assignee was changed from Jasmine (M12341X) to Si Mun (M12345X). Select 'Save' once the changes have been made

3. Once the changes have been made, it will appear as such :

How can I delete the daily roster?

1. Once in the editing mode, click the dustbin icon to delete the daily roster view. This will wipe out the entire Daily roster view for example all the rosters added under Eye Clinic will be deleted.

How can I edit the titles of my daily roster?

1. Click the 'Edit Roster' button to enter editing mode for daily roster.

2. You can edit the header, footer, and the name of the daily roster. If you have made any modifications, click 'Save' to save your changes.