Manager Portal


We've added two new template types for schedulers.  Both types allow an arbitrary number of days in the pattern.  These templates are useful for rotations (recurring) or call-out (single, or a few days) scenarios.


1) Recurring Templates - The template must have a start date and a number of days in the pattern.  When adding to a schedule, the shifts are placed on the correct dates.


2) Floating Templates - The template must have a number of days specified (1,2, etc.).  When adding to a schedule, the specific start date for the template must be entered.


Both templates are edited in a grid of Item (station or employee) versus Days.  This new grid editor allows for drag-drop, multi-select copy/paste, and several other keyboard shortcuts.  


Editing in the grid:

Double-Click cell (or click "Add") to add shifts
Double-Click shift to edit

Click or Ctrl-Click to select cells
Ctrl-Click to select shifts
Double-Click row or column header to select all
Esc key (or click "None") to un-select

Ctrl-C to copy
Ctrl-X to cut
Ctrl-V to paste (Relative to the top-left selected item)
Delete key to delete

Drag the handle (⋮⋮) to move a shift



Click "HowTo" below the grid to see editing information.