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)
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”
Click the [Save] button
Create Monthly 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 – Click on monthly
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
Click the [Save] button
Edit Activity Shift Templates
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.
Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities
Mouse over the Options icon beside the Template
Click on “Edit”
Make any changes necessary
Click the [Save] button
View/Print Activity Shift Templates
Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities
Mouse over the Options icon beside the Template
Click on “View”
To Print, click the Print icon in the top right corner
Click the [Close] button
Copy Activity Shift Templates
Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities
Mouse over the Options icon beside the Template
Click on “Copy”
Name: Enter new Shift Template name (maximum 100 characters)
Click the [Copy Shift Template] button
Delete Activity Shift Templates
Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities
Mouse over the Options icon beside the Template
Click on “Delete”
Click on the [Delete] button to confirm