Import Schedules (Templates) - - - - - -
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Create a WEEKLY Schedule Template
You can Import any previous week "as is" by choosing that date in the Import
window but if you want to create and name certain weekly schedule "templates" (Ex. if you want to create a holiday schedule and save/name it
as a template for later importing) you can do so at any time. You can save any
schedule that you have on the screen or you can navigate to an
empty week (future or past) and create a schedule and save as template. When you are finished creating the template click
Save
Template and name it. If you used an empty week to create the template
be sure to use the Clear/Delete function to "Erase the Entire Schedule" -
removing the shifts from that week and setting that week back to empty after
saving as a template. Note that when saving or importing templates you can
first filter your view to only include a specific position, category or group so
that the template will only include those shifts. Ex: I can filter my schedule
to only include shifts for one position and then "Save as Template" to create a
template that includes only those shifts for that position.
How to create a WEEKLY Schedule "Template"
From any weekly Schedule View
Either use a week you currently have on screen OR
Navigate to an empty week (past or future) by clicking the "Week of..."
row to temporarily create your shifts in that week
Click Add Shifts (or Import) to create your shifts
Make any changes or Clear/Delete work assignments
Click Save Template to open the Save Schedule window
Type a name for this template and click Save WEEK
When the warning asks if are you sure you want to save click OK
To see your new template in the Import a Week list
From any UnPublished Schedule View
Click Import to bring up the Import Shifts window
In the "Import a Template" dropdown you will now see your new template
Related Topics:
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WhenToWork.com Online Scheduling
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