Better Impact

About this feature: Shift Templates containing a schedule of regularly-occurring shifts can be used to add further dates to an Activity’s schedule in an efficient manner.

Create Daily/Weekly Activity Shift Templates

Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 

Click the [+ New Shift Template] button at the bottom of the page or click the [+] button to the left of the Template Name heading 

Enter a Name (maximum 100 characters)

Optional: Enter a Description (visible only to administrators)

Interval – Leave this as Weekly (this also includes daily)

- Select a day and enter a start time and end time for the shift 
- Click [+ Add Shift] to add another shift to the pattern 
- Select the recurrence frequency; if this happens every week, leave it set to “Every 1 Week” 

1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
2. Click the [+ New Shift Template] button at the bottom of the page or click the [+] button to the left of the Template Name heading 
3. Enter a Name (maximum 100 characters) 
4. Optional: Enter a Description (visible only to administrators) 
5. Interval – Leave this as Weekly (this also includes daily) 
6. Pattern 
 - Select a day and enter a start time and end time for the shift 
 - Click [+ Add Shift] to add another shift to the pattern 
 - Select the recurrence frequency; if this happens every week, leave it set to “Every 1 Week” 
7. Click the [Save] button

- Select recurrence frequency; if this happens every month, leave it set to “Every 1 Month” 
- Select the day number OR day of the month this occurs 
- Set start and end times 

1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
2. Click the [+ New Shift Template] button at the bottom of the page or click the [+] button to the left of the Template Name heading 
3. Enter a Name (maximum 100 characters) 
4. Optional: Enter a Description (visible only to administrators) 
5. Interval – Click on monthly 
6. Pattern 
 - Select recurrence frequency; if this happens every month, leave it set to “Every 1 Month” 
 - Select the day number OR day of the month this occurs 
 - Set start and end times 
7. Click the [Save] button

Note: Editing a template will not update any shifts in Activities that have already been created. Edits will only impact the future use of the template.

Mouse over the Options icon beside the Template 

1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
2. Mouse over the Options icon beside the Template 
3. Click on “Edit” 
4. Make any changes necessary 
5. Click the [Save] button 
    

To Print, click the Print icon in the top right corner 

1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
2. Mouse over the Options icon beside the Template 
3. Click on “View” 
4. To Print, click the Print icon in the top right corner 
5. Click the [Close] button 

Name: Enter new Shift Template name (maximum 100 characters)

1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
2. Mouse over the Options icon beside the Template 
3. Click on “Copy” 
4. Name: Enter new Shift Template name (maximum 100 characters) 
5. Click the [Copy Shift Template] button

Click on the [Delete] button to confirm

1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
2. Mouse over the Options icon beside the Template 
3. Click on “Delete” 
4. Click on the [Delete] button to confirm

Create Daily/Weekly Activity Shift Templates

Create Monthly Activity Shift Templates

Edit Activity Shift Templates

View/Print Activity Shift Templates

Copy Activity Shift Templates

Delete Activity Shift Templates