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. 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. The Daily Roster allows departments to place users on the Shift Board so that they can be accessed appropriately in Fire and EMS reports. 
  1. The Daily Roster does not allow access to:
      1. Call Shifts.
      2. Time Off.
      3. Shift Trades. 
      4. Time Card.

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. Printing the Shift Board
  2. Roster Count
  3. Adding Notes to Assignments
  4. Swapping Users on the Shift Board
  5. Setting up Recurring Kelly Days
  6. Changing a Users Rotation

Setup

  1. This section will contain all the normal Setup Settings; however, most do not apply to the Daily Roster.
  2. The following settings apply to the Daily Roster:

Settings:

    1. You CAN NOT 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:


    • Related Articles

    • Roster Count

      Purpose Statement The Roster Count feature provides a real-time visual representation of staffing levels across all assignments and time periods within your shift schedule. This tool enables supervisors and administrators to quickly identify staffing ...

    • About the Scheduling Dashboard

      Purpose Statement The Scheduling Dashboard serves as the primary landing page when accessing the Scheduling module, providing personnel with immediate visibility into their current shift assignments, available time off, important announcements, and ...

    • Daily Operations: Daily View

      Purpose Statement The Daily View within Events & Activities provides personnel with a centralized snapshot of all scheduled operational activities for a selected date. This feature ensures enhanced situational awareness, operational readiness, and ...

    • Off Roster Settings

      Purpose Statement Configure and manage how personnel record and track time worked outside of their regular scheduled shifts, including overtime, callbacks, training, and special assignments within the Fire/EMS scheduling system Background Information ...

    • Daily Operations: List View

      Purpose Statement The List View within the Daily Operations section of the Events & Activities Module provides users with a centralized, filterable display of department-wide activities. This includes entries from Events, Inspections, Work Shifts, ...