Creating a Master Rotation with areas

  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.
    Include Alternate Team
    Select this check box to include employees whose home team or alternate home team matches the selected units or sub-units. The check box is active only when the ALLOW_DUAL_TEAM_HIERARCHY registry parameter is set to TRUE.

    If you select this check box while ALLOW_DUAL_TEAM_HIERARCHY is set to FALSE an error message is displayed specifying that Dual Team Hierarchy is not enabled. Please enable Dual Team Hierarchy option through the registry setting.

    If you select this check box while HOME_TEAM_TYPE os set to HYBRID and ALLOW_DUAL_TEAM_HIERARCHY is set to TRUE, this error message is displayed: Include Alternate Team is not applicable when Home Team Type registry is set to Hybrid.

    When a rotation is created with the Include Alternate Team check box enabled, the rotation continues to use the alternate team inclusion logic even if the ALLOW_DUAL_TEAM_HIERARCHY or HOME_TEAM_TYPE registry settings are modified after creation.

    Note: For new and upgrading users, the Include Alternate Team check box is hidden by default. Click the Turn ON Config mode icon to configure the appropriate security permissions.
    Include Areas
    Select the check box to include areas in the rotation. Rows will be grouped under the teams' active areas.
    Name
    Specify a name for the MR.
    Description
    Optionally, provide a description of the MR.
    Staffing Requirement Template
    Select a Staffing Requirement Template (SRT) with area. When Include Areas check box is selected, you can only choose SRTs that include areas. The selected SRT determines staffing coverage for the rotation.

    When you select an SRT that includes alternate home teams, the Include Alternate Team check box becomes read-only for the new rotation.

    See Staffing Requirement Templates.

    Start Date
    Specify the date for the MR to start.
    End Date
    Specify the end date for the MR.
    Auto Row Naming
    Select the check box to automatically number rows based on the row order.
    Note: If Include Areas is selected, Assign Staff buttons are disabled, and the Jobs option is selected by default.
  4. Click Continue.
    The Number of Jobs page is displayed with a table containing a row of jobs categorized per the available active unit area.
  5. Specify the Job counts per Jobs in each area.
  6. If you prefer not to include any rows for an area, you can remove all jobs from the area or set the Job Count to 0.
  7. 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.