Rota Management

Shift Pattern Manager

• Quick Add, Edit and Remove - Shift Pattern Manager
• Adding notes and flags on Shift Pattern Manager
• Copying in Shift Pattern Manager
• Deleting and Hiding a Shift Pattern
• Creating a Shift Pattern from an existing Live Rota and Cloning a Shift Pattern
• Filtering, Exporting and Printing in Shift Pattern Manager
• Special Days
• Creating a Shift Pattern
• Detailed Shift Fields
• What is a Default Person?
• Hiding and deleting shifts in Shift Pattern Manager

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View Rota

• View Rota Icons
• Shift Verification
• Quick Edit - View Rota
• Bulk Update Shifts
• Adding Shift Adjustments
• Creating a Sickness Adjustment from the Rota -RotaMaster Core
• Assigning Registrar Ranks To Shifts And Allocating Registrars
• Copying a Shift in View Rota
• View Rota/Rota Manager Overview
• Basic, Advanced & Column Filters for your Rota
• Allocating a Staff Member To A Shift - View Rota
• Blocking Shifts
• Deleting Shifts
• View Rota Column Options
• Recording Annual Leave From The Rota - RotaMaster Core
• Changing The Shift Status Of Shifts In The Rota
• Shift Dependents
• Rota Archive Viewer
• Editing Shifts in View Rota

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Manage Calendar

• Deleting Single Shifts In A Rota
• Creating A Calendar
• Deleting A Rota/Calendar Period
• Adding Shifts In Manage Calendar

Rota Upload

• Uploading to the Web
• How can I pull a live rota down from the web?
• Quick Upload

Rules

• Team Rules
• Personnel Rules
• General Rules

Rota Settings

• Adjustment Reasons
• Shift Groups
• Shift Flags
• Adding, Deleting and Hiding Teams
• Duty Stations
• Shift Seats
• Exchange
• Hiding/Unhiding A Role
• Priority
• Enabling Single Day Rota
• Zones
• Setting up RotaMaster
• Shift Statuses
• Roles
• Shift Categories
• Rota Group Fields
• Adding, Deleting and Hiding Rota Groups
• How to create a Role Group
• Adding/Editing NetMaster Email Addresses
• Hiding a Role Group

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Budgeting

• Budget Tracking
• Budgeting - Setup

Room Allocation

• Rooms in Personnel Records
• What is Room Allocation?
• Room Allocation Wizard
• Room Allocation Set Up
• Manually Assigning Rooms to Shifts

Allocating Shifts

• Set Availabilities
• Registrar Allocation Wizard
• Shift Allocation Methods in RotaMaster
• Team Confirmation
• Setting Web Bookings Type
• Running the Template Allocation Wizard
• General Availabilities in Manage Availabilities
• Re-Allocation Wizard
• Manage Availabilities
• How can registrars book themselves into shifts?
• Accept/Reject Shift Bookings
• Case Study - Collecting Staff Availabilities & Allocating Shifts
• Using Availabilities With The Allocation Wizard
• General Availabilities
• Availability Allocation Wizard
• Personnel Allocation Wizard
• Template Allocation Wizard - Set Up
• Web Bookings Set Up
• Availability Allocation Wizard Set Up

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Rota Management

• When to do a rota upload
• Linked Shifts

Rota Weekly Viewer

• Rota Weekly Viewer Person View
• Rota Weekly Viewer Duty Station View