Creating a One-time Schedule template

Any One-time Schedule (OTS) that was not created from a template can be used to create a new OTS template.
  1. Edit the OTS you would like to use to create the template.
  2. Click Activate as Template.
    The Save as Template pop-up is displayed.
  3. Specify this information:
    Name
    Specify a name for the template.
    Description
    Optionally, specify a description of the template.
    Start Date
    Enter the earliest date that the template can be used for scheduling. The date range selected for the template must include the entire date range defined in the source OTS. Ensure the start date selected is the same or later than the start date of the source OTS.
    End Date
    Enter the latest date that the template can be used for scheduling. Ensure the end date selected is the same or later than the end date of the source OTS.
    Template Length
    Enter the template length in days. The template length determines the length of the shift rotation that is used to populate new OTS schedules.
    Staffing Requirements Template
    Optionally, specify a Staffing Requirement Template (SRT). The specified SRT is automatically populated as the default SRT when creating new OTS schedules using this template.
    Auto Row Naming
    Select the check box to automatically number rows based on the row order. Clear this check box to allow row names to be updated manually.
  4. Click Continue.
    The OTS template is saved and can now be used to create new OTS schedules.