Creating a One-time Schedule with areas

  1. Select Scheduling > Multi-view Scheduler > Master Rotation > Manage One-time Schedule.
  2. Click Create New Entry.
  3. Specify this information:
    Unit
    Select the unit or team to use this OTS.
    Include Areas
    Select the check box to include areas in the rotation. Rows will be grouped under the teams' active areas.
    Name
    Specify a name for the OTS.
    Description
    Optionally, provide a description of the OTS.
    Staffing Requirement Template
    Select a Staffing Requirement Template (SRT) with area. When Include Areas check box is selected, you can only choose SRTs that include areas. The selected SRT determines staffing coverage for the rotation.

    See Staffing Requirement Templates.

    Start Date
    Specify the date for the OTS to start.
    End Date
    Specify the end date for the OTS.
    Auto Row Naming
    Select the check box to automatically number rows based on the row order.
    Note: If Include Areas is selected, Assign Staff buttons are disabled, and the Jobs option is selected by default.
  4. Click Continue.
    The Number of Jobs page is displayed with a table containing a row of jobs categorized per the available active unit area.
  5. Specify the Job counts per Jobs in each area.
  6. If you prefer not to include any rows for an area, you can remove all jobs from the area or set the Job Count to 0.
  7. Click Create.

The new One-time Schedule is displayed in the OTS edit screen.