When you click on “Rotations”>“Rotations” in the menu, you’ll access the corresponding page for viewing and managing rotations.
All user roles have the capability to view, create and manage rotations within the accessible bottom-level divisions.
Rotations are organized by spots. You’ll need to choose the company division (if you have access to more than one) and a spot from the selection boxes at the top of the page to view and manage its rotations. Upon opening the page, the first company division with all it’s spots (and client and site, if applicable) is pre-selected.
Sorting:
You can sort by Spot Name or by Spot Order.
Sorting by spot name is based on the names you have assigned to each spot, while sorting by spot order is determined by the order you set in the Spot Order field found under the three vertical dots and explained in detail below.
Spot Order:
The ‘Spot Order’ option allows you to change the display order of the spots on the page, helping you organize the presentation of shift templates in a more functional and readable way.
When you choose to change the spot order, a window will appear with a list of all available spots. You can adjust the spot order by dragging the spot you want, using the vertical dots icon on the left. Once you finish making changes, click Save to apply them.
Employee List:
The initial icons represent “No Shift” and “Unassigned Shift”.
If the selected division has registered employees, an additional row of icons will be displayed, showing each employee’s short code and color.
When you hover the mouse over an icon, you will see the employee’s full name along with the categories and skills assigned to them.
These icons are used when you want to set an employee as preferred for specific shift(s).
Rotations List:
If you have created rotations, they will appear in the central part of the Rotation page, listed in chronological order.
For each rotation, you can see:
- Start time and end time
- Category (if exists)
- Additional skills (if exists)- must-have and good-to-have, with must-have skills appearing in bold black letters
- Edit button for editing the rotation
- Delete button for deleting the rotation
- Duplicate button
