‘Templates’ constitute a fundamental structure for creating and organizing the work schedule. They contain sets of shift templates, grouped based on some logic, e.g., Summer work schedule, Optional shifts, Holiday schedule.
Each template has a name and is linked to a specific division of the company.

Access:

By clicking on “Templates” > “Templates,” you are taken to the page where you can view and manage the Templates that have been created, as well as create new ones.

At the top of the page, you select the Company Division from the dropdown menu, if you have access to more than one. In the central area, a list of all available templates for the selected division is displayed.

Filtering, sorting, and pagination functions in the Templates grid are available and operate in the same way as described in the “Data Management in Grids” section.

Templates Management:

Add Template

By clicking the Add button, the “Add Template” window opens.
Here you can fill in:

• Name*: The name of the template (required field).
• Description: A brief description (optional).

After filling in the fields, click Save to store the new template.

Edit Template

You can edit an existing template either by double-clicking it or by selecting it and clicking the Edit button.

Delete Template

With the Delete button, you can delete a template, provided you have first selected it.

The system asks for confirmation before deletion to avoid possible mistakes.

Open Template

With the “Open” button, the user can view the detailed content of a template, i.e., the rotations it contains. By selecting a template and clicking “Open,” the user is automatically taken to the Rotations  page for that specific template.

Duplicate Template:

With the “Duplicate” button, the user can create a duplicate of an existing template, including all the shift templates it contains. After selecting the template and clicking “Copy,” a dialog window appears asking for a new name for the copy.