Rostering

The Rostering workspace provides support for scheduling employees in shifts.
This can be used to ensure:

  • employees are available to work on a particular day
  • clinicians can be scheduled to appointments

The screen displays two views of these shifts:

  • Areas - displays shifts by Roster Area
  • Employees - displays shifts by User

In both, new Shifts are created by clicking on an empty cell.

The buttons are as follows:

Edit Edit the selected shift
Delete Delete the selected shift

Copying a shift

To copy a shift to another date/time, either use 'copy and paste':

  • select the shift by clicking on it
  • copy it using Ctrl-C
  • navigate to the desired day
  • click on the new time slot so that appears
  • paste it using Ctrl-V

Moving a shift

To move a shift to another date/time, either:

  • edit it and change the start and end times; or
  • 'cut and paste' it:
    • select the shift by clicking on it
    • cut it using Ctrl-X
    • navigate to the desired day
    • click on the new time slot so that appears
    • paste it using Ctrl-V

Cut and paste allows the shift to be moved to another area or employee.

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