Saving / Naming Schedule Templates 

 

Your previous weekly/daily schedules are always available to be Imported by date but you may want to "Save as a Template" Schedules at certain points in the scheduling process.  Ex. you can Save a schedule for a holiday with certain employees already assigned so that it is easy to find when you want to Import for a later holiday. Or you can create different scheduling scenarios and save them as a template so that they can be Imported by template name. You can filter your schedule view on certain Positions and/or Categories and Save only those shifts in your template etc. 

 

To Save Shifts as a Daily or Weekly Template:  (You can navigate to any empty week, create your schedule, Save Template, then use Clear/Delete to return that particular week back to be empty) At any point in your scheduling process, from any Schedule View:  Click Save Template to open the Save as Template window  If you had already filtered your schedule view then those Positions/Categories will be preselected in the Save as Template window Type in the name you want to give the template (either in the Save a WEEK Section or the Save a DAY section) Click Save WEEK (or Save DAY)   Your Template will now appear as an option under "Import a Named Week (or Day)" when you open the Import window.

To see your new template in the Import list  From any UNPublished Schedule View  Click Import to bring up the Import Shifts window  In the Import a Template dropdown you will now see your new template  or if you saved a day you will see it the Import a Day section

 

Related Topics: 

Deleting Saved Schedules