Activating a Master Rotation

When you finish creating the shift rotation and labor metrics for each row in the Master Rotation (MR), you can generate the schedule. Generating the schedule repeats the shift rotation and labor metrics.

  1. Select Scheduling > Multi-view Scheduler > Master Rotation > Manage Master Rotation.
  2. Click Edit for the MR.
  3. Click the Activate button.
  4. Click Activate to confirm.
  5. The rotation rows are checked for shift overlaps, schedule compliance issues, or any schedule exceptions such as:
    • If no shift overlaps or schedule compliance warnings or errors are found, the MR is activated.
    • If schedule compliance warnings are found, a dialog is displayed listing the warnings, but you can still generate the schedule. Click Activate to ignore the warnings and proceed, or click Close to cancel and fix the rotation rows.
    • If schedule compliance errors or shift overlaps are found, a dialog is displayed listing the issues. The MR cannot be activated. Click Close to cancel. Then, fix the schedule and run it again.
    • If exceptions occur during the publishing process, set the MR_PUBLISHING_USE_CONFLICT_RESOLUTION configuration key to YES to enable conflict resolution. When enabled, exceptions are treated as warnings, and the MR proceeds using the conflict resolution behavior defined in the MR_PUBLISH_CONFLICT_RESOLUTION_OPTION configuration. Warning messages are displayed along with resolution decisions. After publishing, email notifications are sent detailing the exceptions and the applied resolutions.
After addressing any issues found, the MR is activated and the status is updated to UNPROCESSED.
You can now use the date selectors in the Details pane to view the schedule that was generated for different time periods. You can also process the MR to publish the schedule.