Changing a Users Rotation
Purpose
- To explain how to change a users rotation on the shift board.
Video
Directions
1. Click on Scheduling> Shift Board.
2. Click on the pencil next to the individual who is changing rotations.
3. In the Until Date, type in the day the individual will no longer be on their current rotation.
4. Determine if you want to keep or delete all Time Off and Trades that the user has in the future.
5. Click on Save.
6. You can also delete a user from the rotation. Be aware that this is not the preferred method, as these actions cannot be undone.
- Delete This Date will only delete the current date that the user is working on.
- Delete This Date and the Followings deletes the current date the user is working on, as well as any future dates. This is the one you would select if a user is changing rotations.
- Delete All Occurrences will delete all shift board data associated with the user. This will affect all historical data the user is associated with.
7. Next, go to the day the user will begin their new rotation and select the vacancy they will be filling.
8. If you see On Rotation at the bottom of the screen, click it.
9. Type in the employees name and select them when they appear.
10. Choose the Rotation that the individual will be associated with. Finally:
- Determine the users work type and subtype if neccesary.
- Set-up the Kelly Days.
Click Save when done.
Related Articles
Adding Users
Purpose To explain the process of adding Users to your system. Users are individuals who have access to the First Due system within your department. IMPORTANT: If you work for more than one agency using First Due, a unique email address is required ...Placing Individuals On Rotation
Purpose To explain how to place individuals on the Shift Board on a rotation. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. ...Managing Rotation Rules
Purpose To explain how to manage rotation rules. Managing these rules allow you to show only those that apply to your department, while hiding all others. Video Directions 1. Click on Scheduling > Setup. 2. Click on Rotations. 3. Click on Rules. 4. ...Unlocking Users
Purpose To explain how to unlock users who have exceeded the maximum number of attempts to login. Video Directions 1. Click on Admin > Users. 2. Click on the three vertical dots of the user who has their account locked. 3. Click on the unlock button. ...Inspection Form – Make changes to the form without changing historical records
Heads Up! We are changing the way Inspection Form updates interact with Completed Inspection. These changes will allow agencies to: 1 - Users can edit an inspection form from the form builder without affecting previously completed inspections. 2 - ...