A Rota Group is the highest level of hierarchy in RotaMaser. Each Rota Group will have it's own staff and it's own rotas. This guide will outline how to create, delete and hide Rota Groups on the system
What is a Rota Group?
A Rota Group is the highest level of hierarchy within RotaMaster and typically there would be on Rota Group per individually managed service within your organisation.
Each Rota Group will be divided into Teams where your personnel records will sit, and will have its own set of rotas. Staff can be given the ability to work across several Rota Groups if you would like to allow this.
Rota Groups can also be helpful when considering administrator permissions as Local Administrators and Users can be restricted from accessing certain Rota Groups.
💡Want more help with restricting staff and admin access to Rota Groups? Click here for a guide on staff access and here for a guide on admin permissions.
Adding a Rota Group
Rota Groups are created in Rota>Rota Settings. Click on Rota Groups on the left and click the Add Rota Group
This will create the Add Rota Group window, here enter the name of the Rota Group and click Save
💡Want to know what the other options in a Rota Group are? Click here for a more detailed guide
Your new Rota Group will then be available for you to add Teams, staff and rotas to.
Deleting a Rota Group
You will only be able to delete Rota Groups that don't have any active Teams, personnel or rotas assigned to them. You will be able to see if a Rota Group has any active personnel or Teams assigned to it in the Active Personnel and Active Teams columns and you can check your Shift Pattern Manager for any active rotas
💡Need help removing active information from your Rota Group? Click on the links below for guides to help
- Deleting and Hiding Teams
- Archiving Staff Members
- Deleting and Hiding Shift Patterns
When you are certain there's no active information linked to your Rota Group select it in the list and click Delete. You will be asked if you're sure, clicking Yes here will delete the Rota Group.
If there is any active information attached to the Rota Group you will be unable to delete it and you will receive an error telling you what information is still linked.
✋Deleting a Rota Group is permanent and you will not be able to access any of the hidden or archived information once it has been deleted.
Hiding a Rota Group
Hiding a Rota Group allows you to remove it from your active lists without losing access to any data associated with it. Similar to the deletion process you cannot hide the Rota Group without first removing active Personnel, Teams and Rotas, if you're unsure how to do this, refer back to Deleting a Rota Group for help.
To hide a Rota Group select it and click Hide
You will be asked if you're sure, click Yes and the Rota Group will be hidden. If there is any active information linked to the Rota Group you will see an error telling you what it is that's blocking you hiding it.
Once a Rota Group has been hidden you will be able to view it by clicking Show Hidden in the bottom left of the screen an any hidden information will show in light grey at the bottom of the list
To Unhide a Rota Group, select the relevant Rota Group and click unhide
