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Creating A Shift Pattern From An Existing Live Rota
- Cloning a Shift Pattern
Creating A Shift Pattern From An Existing Live Rota
When creating shift patterns in Shift Pattern Manager you can use a period of existing rota to save time. For example, if you have a four week period of rota in May 2023 that reflects how your templates should look going forward for a certain service, you can copy that four week period and create a template from it.
To do this, go to Rota > Shift Pattern Manager
From here, click on the Rota Group that you are creating the pattern for and then the Create a Pattern From Existing Live Rota button
You will then be able to enter the details of the live rota shifts you want to use for the Shift Pattern
Pattern Name - The name for this template.
Rota Group - The Rota Group that this template is for.
Rota To Copy Start/Finish - The dates in the live rota that this template should be copied from
Only Blocked Shifts - If ticked, the template will only be made up of any blocked shifts in the specified period
Only Confirmed Shifts - If ticked, only shifts with a Confirmed Person will be pulled into the template.
Click Save.
The new Shift Pattern will now be shown under the appropriate Rota Group in Shift Pattern Manager
💡Don't worry if you need to make some changes, click here for a guide on how to edit a Shift Pattern
Cloning a Shift Pattern
Shift Patterns can be cloned from one Rota Group to another by selecting the Pattern you want to clone and clicking Clone a Pattern
✋Cloning a Pattern will unlink any shifts in the new pattern, these can be re-linked by following this guide.
Enter a name for your new Pattern and select which Rota Group you want it to sit under and click Clone
Your new Shift Pattern will now show under the selected Rota Group
✋Cloning a Pattern will remove any Default staff from the shifts, click here for a guide on how to Quick Add staff into shifts.