Create Monthly Activity Shift Templates

About this feature: A Shift Template containing a regularly-occurring monthly shift pattern can be used to add further dates to an Activity’s schedule in an efficient manner. 

  1. Go to: Configuration, then click on “Shift Templates” found in the sidebar under Activities 
  1. Click the [+ New Shift Template] button at the bottom of the page or click the [+] button to the left of the Template Name heading 
  1. Enter a Name (maximum 100 characters) 
  1. Optional: Enter a Description (visible only to administrators) 
  1. Interval – Click on monthly 
  1. 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 
  1. Click the [Save] button 
Updated on March 30, 2021

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