Adding assignments to your monthly roster
This guide will discuss various ways to add doctors on the roster for scheduling purpose.
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This guide will discuss various ways to add doctors on the roster for scheduling purpose.
Last updated
Was this helpful?
Select the 'Edit Roster' button.
Select either the 'Bulk Assign' button or hover over the cell to which you would like to assign your assignee, select the 'Add Assignment.'
There will be a popup appearing on your screen, select the role, staff, and single/multiple date selector. Remember to click 'Add' after inputting all the required information.
The dropdown under roles should be the same as the column headers.
You can search for staff by scrolling through the dropdown menu or searching by display name, MCR number, or designation.
You can toggle between an exact date or a date range.
Once you have added all the assignments, click 'Save Assignment' to save all the changes you have made.
After clicking on 'Bulk Assign' , you can select multiple columns as shown below to add the assignee to multiple columns seamlessly.
In order to add multiple assignments to the same cell and maintain their order, you will have to add the assignees consecutively.
To use this feature, navigate over to 'More' and select 'Download/Uploas template for (Month) 2024' from the dropdown menu.
You will need to download a template which should open in excel before you can start assigning doctors to it
Once the download link has been prepared for you. Click on the download link to download it on your device.
Modify the excel according to your requirements and add the assignees. Open the downloaded Excel template. Proceed with the following steps:
This template should be the same as the one you have created on the Rooster application
Fill in the required information
Save the populated Excel file on your computer.
Return to the Rooster application and click on the 'Upload Excel File' button
Select the populated Excel file from your computer and upload it.
The system will process the file and update the roster accordingly.
Download roster template using "Download/Upload Template" from Rooster. There will be a pop up modal to allow you to Download the template
Save the copy of the template onto One Drive
Open new tab to access Microsoft 365 Online on your browser via this link and open the downloaded template: https://www.microsoft365.com/mycontent
To edit assignments, type the employee's name into the excel row and click Enter to select
Once the assignments are completed, save a copy of the populated excel by navigating to File > Download a Copy
Return to Rooster and click on "Choose fie" under Step 2: Upload Excel Template to select the completed excel file
Excel can only be used to assign clinicians. It cannot be used for modifying the template of the roster (i.e creating new columns)
Select 'Edit Roster' to go into the editing mode. Then, select the cross next to the assignee to remove them from the roster
Re-add the assignees using either of the methods mentioned above.
Select 'Edit Roster' to go into the editing mode. Then, click onto the assignee who you would like to edit.
Once the 'Edit Assignment' popup appears, edit the required fields accordingly. Here you can modify the dates assigned to the doctor.
You can toggle between Exact Dates and Date Range depending on your requirement.
If you are not able to find any staff when adding assignments to your rosters, you can add these contacts by heading over to the directory page. The guide is available here :
