Master Rotation and One-time Schedule edit screens

The Master Rotation (MR) and One-time Schedule (OTS) edit screens are where you create MR or OTS schedules for the team or the specified employees. These screens are where you plot shifts, edit labor metrics, and assign employees to rows in the schedule.

In an MR or OTS, the schedule is represented as a table. Each row in the table includes shifts, the job required to perform the shifts, and labor metrics that can be applied to the shifts. Each column contains one day in the schedule. An employee is assigned to a schedule row to schedule them to work the included shifts.

These are the sections of the MR and OTS edit screens:

Section Description
Details panel The Details panel displays information about the currently selected MR or OTS. This panel is displayed across the top of the MR / OTS edit screen. When collapsed, this panel displays this information about the currently selected MR or OTS:
  • The name of the MR, OTS, or OTS template.
  • The team name.
  • The status of the MR or OTS.
  • The core key performance indicators for the displayed schedule. This includes the number of shifts, number of hours, and the cost of the schedule.
  • The range of dates that are currently being displayed. To view different dates in an active MR or OTS template, click the arrow buttons to move forward or backward by the duration you are currently viewing, and then click Load. Or, specify the desired dates and click Load.
    Note: When working with an MR or OTS template with a large number of rows, a message is displayed if the selected date range is long enough to cause slow performance. You can click Yes to continue loading the selected date range, or click No to select a shorter date range, which may perform faster.

When the Details panel is expanded, the Schedule Information tab displays additional information, including the schedule description and the Staffing Requirements Template (SRT) used to display coverage. For MRs or OTS templates, the length and start date of the rotation are displayed. For OTS schedules based on an OTS template, the OTS template name and length are displayed. The KPI tab displays custom KPI values. The KPI tab is only displayed when the Schedule KPI callout is enabled.

Schedule/Template indicator The Schedule/Template indicator shows whether you are currently editing an actual schedule or the schedule template. The indicator is displayed above the Schedule table. The indicator says Schedule when you are editing an OTS schedule or an MR that has been activated. The indicator says Template when you are editing an OTS template, an MR in DRAFT status, or when editing MR rotation rows. You can click the Edit Template button to open the template that the current schedule is based on. You can click Back to Schedule to return to the actual schedule.
Schedule table The Schedule table is where you create the schedule by assigning employees and plotting shifts. The table is displayed in the center of the MR and OTS edit screens. Each row in the table represents a schedule made up of shifts. A row can be assigned to an employee indefinitely or for specified duration. Rows have a lock icon when the schedule is being processed. Rows have a gray arrow in the corner when they contain unprocessed changes.

The table has these columns:

  • The Employee column displays the name of the row, the name of the job required to perform the shifts, and the name of the employee who is assigned to perform the shifts in each row. The Employee column can be clicked to assign an employee to the row or change the labor metrics of the row. The row can be unselected by clicking the Employee column again. You can right-click anywhere in the Employee column to perform advanced operations on the row.
  • The Labor Metrics columns display the labor metrics that are associated with the row. The Labor Metrics columns can be collapsed to show additional days in the schedule. Note that the labor metric values are only updated when the MR or OTS is saved.
  • The Shift Count column displays the number of shifts plotted on the row in the MR or OTS. For MRs and OTS templates, the shift count only includes shifts during the dates that are currently being viewed. The Shift Count column does not include shifts created in other parts of the application, such as the ASV.
  • The Off Days column displays the number of days where no shift is plotted to the row in the MR or OTS. For MRs and OTS templates, off days are only counted for the dates that are currently being viewed. Shifts created in other parts of the application are not considered when calculating off days.
  • The Skills column lists the skills that are required to perform the shifts in the row. Skills are separated by commas if there is more than one skill applied to the row.
  • The Total columns display the total number of hours for the assigned shifts for each week. The Total columns only include shifts plotted in the MR or OTS, and do not include shifts created in other parts of the application. The Total columns can be collapsed to show the total number of hours for the entire date range selected.
Calendar columns The Calendar columns in the Schedule table display the shift pattern as a grid. Each column represents one day in the schedule. Shifts are represented by their shift label, such as DAY, 7D8, or 15E8.

If you do not have a shift selected in the Shift Palette, you can select a shift or empty cell in the calendar by clicking on it. You can select multiple shifts or cells by holding CTRL when clicking on the shifts or cells. This can be used to perform operations on multiple shifts or cells at the same time. You can right-click on a day cell to access certain operation on the day or shift.

A gray arrow is displayed on day cells when shift comments or exist for the associated day or shift. A gray arrow is also displayed if data elements have been updated on the associated shift. Yellow or red arrow or circle icons are displayed in day cells when schedule compliance issues or shift overlaps are associated with the day or shift.

See Validating schedule compliance.
Coverage panel The Coverage panel displays the level of staffing coverage by comparing the plotted shifts with the staff requirements derived from the SRT. The panel is located across the bottom of the MR and OTS edit screens.
Shift Palette The Shift Palette panel is used to select shifts to plot in the schedule grid. This panel is displayed on the bottom right when shift plotting is allowed and no row is selected.
Assignment and Labor Metrics panel The Assignment and Labor Metrics panel is located on the bottom right when a row is selected by clicking inside the Employee column. This panel is used to assign employees to rows. This panel includes tabs to view the row's assignment periods and to view or edit the labor metrics or skills applied to the shifts.

Toolbar buttons

These buttons are available above the Schedule table. The buttons displayed may change depending on the type of schedule, status of the schedule, and whether you are in schedule edit mode or row edit mode.

Button Function
Validate Validate the schedule for schedule compliance
Toggle Date Display rotation day numbers or actual dates in the header of the Schedule table
Filter Apply filters to only show specified rows
Sort Sort the rows in the schedule
Save Save the schedule
Effective Dates Change the effective dates of an MR or OTS template in DRAFT status
Activate Activate the MR
Activate as Template Activate the current OTS schedule as an OTS template
Process Process the MR or OTS
Print Print the current schedule or save it to PDF
Copy Copy the MR or OTS template
Delete Delete the OTS schedule