Daily Rosters
Learn how to seamlessly integrate monthly plans into day-to-day operations, ensuring efficient shift coverage, smooth transitions between duties, and the ability to accommodate last-minute changes.
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Learn how to seamlessly integrate monthly plans into day-to-day operations, ensuring efficient shift coverage, smooth transitions between duties, and the ability to accommodate last-minute changes.
Last updated
Was this helpful?
The Daily Roster provides a detailed, day-by-day breakdown of the Monthly Roster, allowing you to view and manage assignments for a specific date while maintaining visibility into the overall schedule. It serves as a window into the Monthly Roster, helping you track daily coverage at a glance.
The superuser role is required to add templates for the Monthly Roster. However, anyone with the department secretary role can modify the assignees on the roster.
To set up your Daily Roster view, click the '+ Create New Roster' button.
Enter the Roster Name and select the Department you want to view. Click 'Save' to confirm.
After you have created the daily roster, you should be able to go into editing mode for the daily roster.
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. You will an additional 'Row' options for team rosters.
Once you have set up the view for daily rosters, any assignments from your Monthly Roster will automatically populate in your Daily Roster.
Any modification to the assignees on the daily roster will reflect in the corresponding Monthly Roster.
Hover over the cell you want to modify in the Daily Roster view. A button 'Edit Staff & Comments' should appear.
In the pop-up, edit or delete the staff name and add any necessary comments. Click 'Save' to apply the changes.
Once the changes have been made, it will appear as such:
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 instance all the rosters shown below added under Eye Clinic will be deleted.
Click the 'Edit Roster' button to enter editing mode for daily roster.
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.
