Creating Rotas

Manually create rotas using the Rota screen.

  1. Open the Rota screen and set the Context (F3).
    The Rota screen shows a list of rotas and the divisions and times for which they're valid.
  2. In an empty row, add the following information:
    1. Enter a Rota ID to uniquely identify the rota.
    2. Select the Division Group for the rota.
    3. Select the Bid Unit Name for the rota.
    4. In Rota Days, enter the number of days that this rota line is in effect before operators are rotated to the next rota line.
      Typical values are 7 days, 14 days and 28 days. Multiples of 7 are used to specify weeks.
    5. Enter the first day the rota is valid (From Date)
      This date must be the first day of a week.
    6. Enter the last day the rota is valid (To Date).
      This date must be the last day of a week.
    7. Enter an abbreviation for the rota name (Rota Abbr).
    8. Optional: Select the Employee Group to which the rota applies.
      If this field is blank, all employees are included.
    9. Optional: In Rota Description enter a description of the rota line.
    10. If you want employees to keep the same work assignments throughout the rota span, select Suppress Rotation.
  3. Select Save.