Creating a new row version

You can create a new row version to make changes to shifts or labor metrics in a Master Rotation (MR) or One-time Schedule (OTS) template. Row versions can be used to make temporary or permanent changes to the schedule.

  1. Open the MR or OTS template in row editing mode.
    See Opening row editing mode.
  2. In the row you would like to edit, right-click in the Employee column and select New Version.
  3. Specify the start date and end date of the new row version. When the row version is activated, changes to shifts and labor metrics are applied to the schedule during this date range.
  4. Optionally, specify a description for the new row version.
  5. Click Create.
    The new row version is created and may now be edited. The MR/OTS edit screen displays one rotation length of the MR or the length of the template for an OTS template. Editing is disabled for the other rows in the schedule.
  6. Edit the shifts or labor metrics as needed.
  7. To save the row version, right-click in the Employee column on the row and select Save.
After saving the row version, you can activate it to apply the changes to the schedule. You can also close the row version to leave it in DRAFT status.