Roster and Shift Overview Enhancements.
NV

Nick Vollmann

Created Feb 03, 2025

Roster and Shift Overview Enhancements.

796

📅

Creating a shift in the New Roster View

13 Steps
1

Click on the "+" Icon on the roster selection screen.

Click on the "+" Icon on the roster selection screen.
2

Type your expected shift times.

Formats include:

1000 - 1400

10a - 2p
10am - 2pm

Type your expected shift times.
3

Click on Add Participant

Click on Add Participant
4

Click on Add to Shift

Click on Add to Shift
5

Once selected click the "X" to leave the screen.

Once selected click the "X" to leave the screen.
6

Click on Add Billable

Click on Add Billable
7

Click on Billing Flag and this will present a dropdown list for further selection.

Click on Billing Flag and this will present a dropdown list for further selection.
8

Select the Flag you're requiring for this service. In this instance we will select Fixed

Select the Flag you're requiring for this service. In this instance we will select Fixed
9

Click on the Service Items field to display a service item selection screen.

Click on the Service Items field to display a service item selection screen.
10

Click the "+" Icon on the right of the relevant service item.

Click the "+" Icon on the right of the relevant service item.
11

Click on Save

Click on Save
12

Click on Create Shift

Click on Create Shift
13

You're Done!

You should now be able to see your shift in the roster schedule on both the Client and Staff views.

🚗

Assigning Travel to the shift (Optional)

9 Steps
14

Click on Add Trip

Click on Add Trip
15

Type the location the staff will leave from

Type the location the staff will leave from
16

Type the destination location

Type the destination location
17

Input the expected Kilometres to complete the trip

Input the expected Kilometres to complete the trip
18

Click on Add Client

Click on Add Client
19

Click on

Click on
20

Click on Donald Duck

Click on Donald Duck
21

Click on Billing code and select the relevant travel or transport code.

Click on Billing code and select the relevant travel or transport code.
22

Click on Close

Click on Close

❌

Deleting a shift

3 Steps
23

Click on the shift to be deleted.

Click on the shift to be deleted.
24

Click on Delete

Click on Delete
25

Select Delete this shift OR Delete this shift + X Future Shifts

Select Delete this shift OR Delete this shift + X Future Shifts
Well done!
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