Master Rotation publishing

Publishing a Master Rotation (MR) is a two step process. First, the MR must be activated to confirm the shift rotations and labor metrics. During activation, each row of the MR is used as a template for generating the long-term schedule. The schedule is generated by repeating the shift rotation until the end date of the MR. Labor metrics specified for the row are applied to all the generated shifts. After activation, changes to the schedule can be done by changing employee assignments or by creating and activating new versions of the MR rotation rows.

See Row versions for template and rotation rows.

Activation checks each row in the MR for overlapping shifts or schedule compliance issues occurring within the same row. This ensures the schedule rotation does not create any schedule conflicts and complies with labor agreements, regulations, or other policies. Activation does not check for issues caused by employees being assigned to multiple MR rows or for conflicts with shifts or approved leaves created in other parts of the application, such as ASV. Schedule compliance errors and shift overlaps must be resolved before the MR can be activated.

Second, an activated MR must be processed. Processing an MR provides the schedule to other parts of the application, such as the ASV. An MR must be re-processed to publish schedule changes after changes to employee assignments or after new rotation row versions are activated.

During processing, the entire schedule is checked for conflicts and schedule compliance issues. This includes conflicts when an employee is assigned to multiple rows containing shifts that have overlapping times. Schedule compliance issues are detected for employees that are assigned to multiple rows by checking the employee's combined schedule from all assigned MR rows. The schedule is checked for conflicts between MR shifts and shifts or approved leaves created in other parts of the application. All conflicts and schedule compliance errors must be resolved before the MR can be processed.