Manually Assigning Rooms to Shifts

Please note, this functionality is only available for customers on v i90 and above.

Assigning Rooms in Shift Pattern Manager

To assign a Room to a shift in Shift Pattern Manager edit the shift and go to the Defaults tab:

Here you can use the drop down box to select from the list of Rooms assigned to the Duty Station of the shift:

If the shift has a default person assigned and the Room you've selected is on that staff member's blacklist within their Personnel Record you will be asked if you want to continue with the Room allocation:

Pressing 'No' will take you back to the edit shift box, clicking 'Yes' will assign the Room to the shift.

Once you have assigned the Room click 'Save' and the Room will be allocated.

Rooms can also be added to multiple shifts at once using the Quick Edit Function

Assigning Rooms in View Rota

To assign a room to a shift on the live rota go to Rota>View Rota, edit you desired shift and go to the Shift Details Tab:

Just like in Shift Pattern Manager, you can use the drop down menu to select which Room you want to assign to the shift. Once you have made your selection press 'Save'. 

If the Room you have assigned has been blacklisted for the default person in the shift you will trigger this rule break:

Pressing 'Accept' will override the rule and allocate the Room to that shift. 

Quick Edit will allow you to assign a Room to multiple shifts at once.