Rotas

Rotas use Shifts to create weekly Rotas, patterns may consist of a single week of normal 08:00 to 17:00 shifts, or a complex pattern of multiple day and night shifts up to a maximum of 52 weeks. They are useful to show Resource availability and aid maintenance planning.

The list of Rotas are maintained here.

Settings > Resources > Rotas

The link will open the Rota Grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Rota click New , to edit an existing Rota click Edit . A pop up window will appear which will allow the creation or amendment of a Rota.

ClosedClick to view - Rota Fields and Descriptions

Complete the fields and click Save . Once the Rota header has been completed and saved a sub menu will appear to allow additional entities to be assigned and created.

These include:

  • Rota Weeks
  • Statutory Holidays
  • Resources

Rota Weeks

Rota Weeks use shifts to create the Rota. Multiple weeks can be created.

Settings > Resources > Rotas - Rota Weeks

To add a new Rota Week click New , to edit an existing Rota Week click Edit .

In each day, select from the drop down the Shifts required. All days must contain a shift - for more information see Shifts.

Complete the fields and click Save and Close . Repeat the steps until all Rota weeks have been completed.

Statutory Holidays

Statutory Holidays can be assigned to Rotas to show unavailability on Bank and Public Holidays.

Settings > Resources > Rotas - Statutory Holidays

To assign Statutory Holidays click Assign , entities in the right hand assignment window are connected.

To create Statutory Holidays see Statutory Holidays.

Resources

Resources must be connected to a Rota to reflect the correct shift pattern.

Settings > Resources > Rotas - Resources

To add a new Resource click New , to edit an existing Resource click Edit . A pop up window will appear which will allow the addition of a Resource

to a Rota.

ClosedClick to view - Rota Resource Fields and Descriptions