Creating a Master Rotation with number of rows per job

You can create a Master Rotation (MR) with a specified number of schedule rotation rows per job. Each row defines a shift rotation that can be assigned to an employee. For example, an MR is created that starts with four RN rows and two Technician rows.

You can also control the order of the job rows in the new MR. For example, you can create an MR that has two RN rows at the top, two Technician rows in the middle, and two more RN rows at the bottom.

  1. Select Scheduling > Multi-view Scheduler > Master Rotation > Manage Master Rotation.
  2. Click Create New Entry.
  3. Specify this information:
    Unit
    Select the unit or team to use this MR.
    Name
    Specify a name for the MR.
    Description
    Optionally, provide a description of the MR.
    Staffing Requirement Template
    Optionally, select a Staffing Requirement Template (SRT). If this option is selected, the MR uses the workload requirements from the selected SRT to determine staffing coverage.
    Start Date
    Specify the date for the MR to start.
    End Date
    Specify the end date for the MR.
    Template Length
    Specify the number of days for the rotation. For example, specify 7 to repeat the shift patterns every seven days.
    Auto Row Naming
    Select the check box to automatically number rows based on the row order. Clear this check box to enable manual update to row names.
  4. Select the Jobs option in the Assign Staff section.
  5. Click Continue.
    The Number of Jobs page is displayed with a table containing a row for each job that is associated with the specified team.
  6. For each job, specify the number of rows to add to the MR for that job in the Role Count field.
  7. Optionally, add a new job row to the MR:
    1. Select a job in the Add Jobs field and then click Add.
      A row is added to the table for the specified job.
    2. Specify the number of rows to add for this job in the Role Count field.
  8. Optionally, click and drag rows to change the order of the job rows in the Schedule table of the new MR.
  9. Optionally, click the Delete icon to delete a job row.
    Note: Alternatively, you can specify 0 in the Role Count field to not add any rows for the job to the MR.
  10. Click Create.

The new Master Rotation is displayed in the MR edit screen where you can design the base rotation for the schedule.

See Master Rotation and One-time Schedule edit screens.