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.
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 and existing Rota click Edit . A pop up window will appear which will allow the creation or amendment of a Rota.
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 use shifts to create the Rota. Multiple weeks can be created.
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 can be assigned to Rotas to show unavailability on Bank and Public Holidays.
To assign Statutory Holidays click Assign , entities in the right hand assignment window are connected.
To create Statutory Holidays see Statutory Holidays.
Resources must be connected to a Rota to reflect the correct shift pattern.
To add a new Resource click New , to edit and existing Resource click Edit . A pop up window will appear which will allow the addition of a Resource
to a Rota.