
{"id":486,"date":"2018-05-02T21:05:07","date_gmt":"2018-05-02T21:05:07","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=486"},"modified":"2021-08-16T17:24:40","modified_gmt":"2021-08-16T17:24:40","slug":"h-create-sched-temp-day","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-create-sched-temp-day\/","title":{"rendered":"Create a Day Template"},"content":{"rendered":"<p>Saving a daily template can be useful if you have certain days where you would like to bring in a special set of shifts. (Ex. if you want to add an event to a day that requires a set of shifts that needs to be worked for that event, or if you want to bring in one &#8220;<a href=\"https:\/\/when2work.com\/help\/mgr\/h-show-holidays\/\">closed shift on a holiday<\/a>&#8220;.)<\/p>\n<p>Note that when saving and 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:\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filtering\/\">filter<\/a>\u00a0the schedule to only include shifts for one position and then &#8220;Save as Template&#8221; to create a template that includes only the displayed shifts for that position in the template, if appropriate).<\/p>\n<p>You can\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\">Import a previous day<\/a>\u00a0by choosing that date in the Import window, but if you want to create and name certain schedule &#8220;templates&#8221; (Ex. if you want to create a holiday schedule day 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\u00a0<strong>empty<\/strong> week (future or past) and create a schedule to <a href=\"https:\/\/when2work.com\/help\/mgr\/h-create-sched-temp\/\">save as a template<\/a>. When you are finished creating the template, click\u00a0<strong>Save Template<\/strong>\u00a0and name it. If you used an empty day to create the template, be sure to use the Clear\/Delete function to remove the shifts from that day and set that day back to empty after saving as a template.\u00a0<\/p>\n<h2>How to create a DAY Schedule &#8220;Template&#8221;<\/h2>\n<p>From any weekly Schedule View:\u00a0<\/p>\n<ul>\n<li>Either use a day you currently have on screen OR<\/li>\n<li>Navigate to an empty week (past or future) by clicking the &#8220;<strong>Week of&#8230;<\/strong>&#8221; row to temporarily create your shifts for a day in that week<\/li>\n<li>Click\u00a0<strong>Add Shifts<\/strong>\u00a0(or Import) to create your set of shifts\u00a0<\/li>\n<li>Make any changes or\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-clearing-deleting\/\">Clear\/Delete<\/a>\u00a0work assignments\u00a0<\/li>\n<li>(Optional)\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filtering\/\">Filter<\/a>\u00a0your view to only include a Position, Category, or Group<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavedaytemp.png\"><img class=\"aligncenter size-full wp-image-7834\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavedaytemp.png\" alt=\"\" width=\"700\" height=\"507\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavedaytemp.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavedaytemp-300x217.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>Click\u00a0<strong>Save Template<\/strong><\/li>\n<li>Be sure the day of the week you want to save is correct<\/li>\n<li>Type a name for this template<\/li>\n<li>Click\u00a0<strong>Save DAY<\/strong><\/li>\n<li>When the warning asks if are you sure you want to save, click\u00a0<strong>OK<\/strong><\/li>\n<\/ul>\n<h2>To see your new template in the Import list<\/h2>\n<p>From any UnPublished Schedule View:\u00a0<\/p>\n<ul>\n<li>Click\u00a0<strong>Import<\/strong>\u00a0to bring up the Import Shifts window\u00a0<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportday.png\"><img class=\"aligncenter size-full wp-image-7835\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportday.png\" alt=\"\" width=\"700\" height=\"609\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportday.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportday-300x261.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>In the &#8220;Import a Template&#8221; dropdown, you will now see your new template in the Import a Day section.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Saving a daily template can be useful if you have certain days where you would like to bring in a special set of shifts. (Ex.&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-create-sched-temp-day\/\">More<span class=\"screen-reader-text\">Create a Day Template<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/486"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=486"}],"version-history":[{"count":10,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/486\/revisions"}],"predecessor-version":[{"id":7836,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/486\/revisions\/7836"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=486"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}