Publishing a Master Rotation

You can process an active Master Rotation (MR) to publish it to other parts of the application. When a published MR is reprocessed, an updated schedule is published from any assignment changes or new schedule row versions that are already activated.

  1. Select Scheduling > Multi-view Scheduler > Master Rotation > Manage Master Rotation.
  2. Click Edit for the MR to publish.
  3. Click Process.
  4. Click Process to confirm.
  5. The entire schedule is checked for shift overlaps or schedule compliance issues:
    • During the publish process, the Daily, Short Term, and Long Term publish tasks perform additional validation on the schedule.
    • If shift configuration changes made after a Master Rotation was published result in overlapping shifts, the publish task detects the overlap and prevents the conflicting shifts from being published. Non-overlapping rows are published. The conflicting rows are not published.
    • If no shift overlaps or schedule compliance warnings or errors are found, MR processing continues.
    • If any validation errors are encountered during publishing the rotation status is updated to Process Required.
    • If schedule compliance warnings are found, a dialog box is displayed listing the warnings, but you can still process the MR. Click Process to ignore the warnings and continue processing the MR, or click Close to cancel processing and fix the schedule.
    • The Job Scheduler log records a message indicating that the publish task completed with errors, along with details identifying the affected employee, rows, shifts, and dates.
    • The user who last published the Master Rotation receives an email notification indicating that the publish task completed with errors. The email includes the details of the overlapping rows and a message indicating that you must reprocess the publishing.
    • If schedule compliance errors or shift overlaps are found, a dialog box is displayed listing the issues. You cannot process the MR. Click Close to cancel processing. Then, fix the schedule and process it again.
  6. The schedule is checked for schedule conflicts with shifts or approved leaves created in other parts of the application. If any schedule conflicts are found, the Manage Publish Conflicts window is displayed to list the conflicts. You can use this window to resolve the schedule conflicts before processing the schedule.

    See Resolving schedule conflicts.

After any detected conflicts are resolved, the MR status is updated to PENDING PROCESS. Lock icons are displayed in each row while the process takes place. The publish process may take some time as it waits for the Short Term or Long Term publish task to run. When the publishing process is complete, the MR status is updated. Shifts from the MR are displayed in the ASV.