Create a Template

Owned by Kyle Gray (Unlicensed)
Last updated: Nov 15, 2017 by Tim Hampton (Unlicensed)

Validating Shifts

If your rosters contain a set structure, you can save time rostering by creating and applying a roster template.

Step-by-step guide

  1. Select  Operations >  Roster. The Online Roster screen is displayed in a new window.

  2. Select Menu > Create Roster Template. The Create Roster Template dialog box is displayed.

  3. Enter a descriptive name for the template in the Name text box.

  4. Select the number of personnel the template must span in the # of Personnel drop-down list.

  5. Select the number of days in the template must span in the # of Days drop-down list.



  6. Click [Create].

  7. Click Expand [] for the newly created template in the Templates list.

  8. Create the template by assigning the required roster codes to the template users, using the Fill [] tool.



Rostering Module Guide: