This article outlines the functions available in the Person View on the Rota Weekly Viewer
All the features in this article are found by navigating to Rota>Rota Weekly Viewer- What is the Person View
- Adding, Editing and Deleting Shifts
- Single Week View
- Single Day View
- Multi Week View
What is the Person View
The Person View will display any shifts, annual leave, sickness and days up to four weeks at a time.
Any instances of sickness will show as a red bar spanning the relevant days with annual leave showing in yellow.
The shifts will, by default, be colour coded based on Role with the role name showing on the shift card. This can be changed to Shift Group by clicking Display shift by Shift Group in the top icon bar
💡The colours of your Roles and Shift Groups can be changed at any time by editing the relevant information in Rota>Rota Settings
On the left hand side of the screen you will have the option to filter your results using the drop down boxes
You can also choose to display shifts based on the below options
Allocation Status - This allows you to choose between all shifts, unallocated shifts and allocated shifts
Exclude people with no relevant shifts - If a staff member isn't working any shifts in the selected week they will not show as an option on the left side of the screen
Show Rota Dependents - Dependents will be shown as an additional black box under your shift card, hovering over the dependent will show the details
Show Secondary Rota Group - Ticking this will include people who have secondary access to the Rota Group you have filtered to.
Show Skills - Skills will be shown in the dialogue box generated when hovering your mouse over a shift
Show Contracted Hours - Contracted vs Hours Worked will be displayed for each staff member under their name
Show Mobile Number - Mobile numbers will be shown in the dialogue box generated when hovering your mouse over a shift
Hide Weekends - Weekends will be hidden from the views.
Adding, Editing and Deleting Shifts
Adding
Shifts can be added at any time by either double clicking the Add Shift button in the icon bar at the top of the screen or by double clicking in the empty space where you want the shift to go. Fill in the relevant details in the Add Shift box and click Save.
✋When creating a shift this way make sure you click on the Shift Defaults tab to fill in the mandatory information
Editing
As with the View Rota Screen shifts can be edited by double clicking on the shift and changing the relevant information.
Multiple shifts can be edited at once by pressing and holding Ctrl on your keyboard, clicking the shifts you want to change and then clicking Quick Edit
The confirmed person on a shift can also be edited by dragging and dropping the shift from it's original position to the desired person line
✋Please be aware, you cannot change the day of the shift, only the Confirmed Person.
Deleting
To delete a shift from the Rota Weekly Viewer select the shift you would like to delete and click Delete. You will be asked to enter your password before the shift can be fully deleted.
💡Add Shift, Quick Edit and Delete are all located in the icon bar on the top of the View. Click here for a guide explaining all the icons.
When you open the Rota Weekly Viewer it will default to a single week view.
Personnel names are displayed down the left side with the days of the week running along the top, shifts, days off, annual leave and sickness will all be displayed within the person row. Unconfirmed shifts will show along the top
Hovering over a shift will show a dialogue box with additional information
Clicking the arrow next to the week dates will allow you to view the previous or next week within the main date filters of the page
Single Day View
Clicking Zoom In 
will change the view to a single day view allowing you to better see what shifts you have spanning specific hours of the day
This will show the times of the day down the sides of the screen with shifts spanning the same number of hours as their duration.
Multi Week View
Clicking Zoom Out from the default single week view will expand the view to show you two weeks worth of shifts at once
Clicking it again will show three weeks
And a fourth time will show you four weeks
In each of these views additional shifts on the day can be viewed by clicking the grey bar indicating how many more shifts there are
This will show a list of shifts grouped by Team
Shifts can still be edited from this view by double clicking on the shift.