Import One Position (Position Group or Category) – Filter on Position
To limit what you are importing into your schedule, first filter your Schedule View to display only the Positions/Categories you want to Import – then perform the Import.
To Filter and Import
From any Unpublished weekly Schedule View:
- In the Category and Positions dropdown menu, choose what you want to be included when you Import
- Click Import to open the Import Shifts window
- Be sure that the proper Positions, Categories, or Groups are selected at the top of the Import Window
- Optional – add a shift description for all the shifts
- Click Import Week or Import Day
- The window will close and your schedule view will be updated
- If you make a mistake, you can locate and delete imported shifts on the Grid View.