Daily Roster Information

Daily Roster Information

Purpose

  1. To explain the Daily Roster version of the Scheduling Module. 

How do I know if I have Daily Roster?

  1. On the Shift Board, can you see the Off Roster section? Do you have the ability to see Events?
    1. If you do not see the Off Roster section, or the ability to see events, You have the Daily Roster.






  1. When you Right Click a User on the Shift Board do you see the ability to send a Shift Reminder?
    1. If you do not see the Send Shift Reminder, you have the Daily Roster.





  1. If you are still not sure, reach out to your Client Success Manager and they can inform you if you are using the Daily Roster. 

Information Related to Daily Roster

Sub-modules you can access:

  1. Daily Roster allows departments to place users on the Shift Board so that they pull appropriately into Fire and EMS reports. 
  1. The Daily Roster does not allow access to:
      1. Dashboard.
      2. Call Shifts.
      3. Messaging.
      4. Time Off.
      5. Shift Trades. 
      6. System Log. 

Shift Board

  1. On the Shift Board you have the ability to utilize the following features:

Shift Board Overviews

  1. Shift Board Overview: 30 Day View
  2. Shift Board Overview: 7 Day View
  3. Shift Board Overview: Three Day View
  4. Shift Board Overview: Single Day

Placing Individuals

  1. Placing Individuals on a Single Day
  2. Placing Individuals On Rotation
  3. Placing Individuals on Leave from the Shift Board
  1. Adding Holdover Hours
  2. Printing the Shift Board
  3. Setting up and Deploying Snap Assignments
  4. Roster Count
  5. Adding Notes to Assignments
  6. Swapping Users on the Shift Board
  7. Setting up Recurring Kelly Days
  8. Changing a Users Rotation

Setup

  1. All the normal Setup Settings will appear within this section, however a majority do not apply to the Daily Roster.
  2. The following settings do apply to Daily Roster:

Settings:

    1. You CANNOT USE THE FOLLOWING SETTINGS IN THIS SECTION:
      1. Signing Up for Vacancies.
      2. Validating Assignments. 

Assignments:

  1. Adding New Assignment
  2. Setting up Boards

Qualifiers:

  1. Setting up Qualifiers

Groups:

  1. Setting up Groups

Rotations:

  1. Setting up Rotations

Project Code:




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