{"id":492,"date":"2018-05-02T21:06:21","date_gmt":"2018-05-02T21:06:21","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=492"},"modified":"2023-06-09T14:00:37","modified_gmt":"2023-06-09T14:00:37","slug":"h-changing-template","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-changing-template\/","title":{"rendered":"Schedule Template &#8211; Edit \/ View \/ Rename \/ Delete"},"content":{"rendered":"<p><strong>View\/Edit a Saved Template (Edit a Template)<\/strong><\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/1-Edit-A-Schedule-Template.png\"><img class=\"alignright wp-image-4068 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/1-Edit-A-Schedule-Template.png\" alt=\"Choose Templates from Schedules in top menu\" width=\"300\" height=\"397\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/1-Edit-A-Schedule-Template.png 300w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/1-Edit-A-Schedule-Template-227x300.png 227w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a>Once a day or week template has been saved, managers with permission to &#8220;Import Templates&#8221; can view the shifts in a template and managers who also have permission to\u00a0 &#8220;Save \/ Edit Templates&#8221;\u00a0 can make changes to templates.<\/p>\n<p>If you have permission to Import Templates, you will see the &#8220;<strong>Templates<\/strong>&#8221; option in the top menu under <strong>SCHEDULES.<\/strong><\/p>\n<p>To open a saved template, choose the template name from the Templates dropdown.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/2-Edit-A-Schedule-Template.png\"><img class=\"aligncenter wp-image-4070 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/2-Edit-A-Schedule-Template.png\" alt=\"\" width=\"700\" height=\"309\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/2-Edit-A-Schedule-Template.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/2-Edit-A-Schedule-Template-300x132.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>The page will update to show a Shifts Summary which can be expanded and broken down by Position, Employee or Day of Week.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/3-Edit-A-Schedule-Template.png\"><img class=\"aligncenter wp-image-4071 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/3-Edit-A-Schedule-Template.png\" alt=\"\" width=\"700\" height=\"418\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/3-Edit-A-Schedule-Template.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/3-Edit-A-Schedule-Template-300x179.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>The shifts in the template are displayed in a grid below and you can filter to view only assigned or unassigned, use the find feature to narrow down your search and then you can check off shifts and <strong>Message <\/strong>selected assigned employees or <strong>Copy to Clipboard<\/strong> the selected shifts to use in other programs.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/4-Edit-A-Schedule-Template.png\"><img class=\"aligncenter wp-image-4072 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/4-Edit-A-Schedule-Template.png\" alt=\"template editor grid of shifts\" width=\"700\" height=\"434\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/4-Edit-A-Schedule-Template.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/4-Edit-A-Schedule-Template-300x186.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<h2>To make changes to a Template:<\/h2>\n<p>Click the <strong>EDIT This Template<\/strong> button to open the template editor.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/5-Edit-A-Schedule-Template.png\"><img class=\"aligncenter wp-image-4073 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/5-Edit-A-Schedule-Template.png\" alt=\"\" width=\"700\" height=\"445\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/5-Edit-A-Schedule-Template.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/05\/5-Edit-A-Schedule-Template-300x191.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>There you can &#8220;Select Columns&#8221; to view in the grid, add new shifts and edit shifts in the grid.\u00a0 You also can check off shifts and unassign or bulk edit shifts.\u00a0 Click the <strong>SAVE<\/strong> or <strong>SAVE AS<\/strong> button when done to update that template or save as a new template.<\/p>\n<p>When you click to <strong>Save<\/strong> or <strong>Cancel<\/strong> you will be returned to the View Template page.<\/p>\n<h2>To RENAME a Template:<\/h2>\n<ul>\n<li>Choose the template<\/li>\n<li>Click the\u00a0<strong>EDIT This Template<\/strong>\u00a0button to open the template editor.<\/li>\n<li>Click the <strong>Save As<\/strong> button and enter the new name and click OK<br \/>\n<a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/sssavetemplate.png\"><img class=\"aligncenter size-full wp-image-8139\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/sssavetemplate.png\" alt=\"\" width=\"700\" height=\"303\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/sssavetemplate.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/sssavetemplate-300x130.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a>This will create an updated copy of the template under a new name. You can then delete the old template.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/ssdeloldtemplate.png\"><img class=\"aligncenter size-full wp-image-8140\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/ssdeloldtemplate.png\" alt=\"\" width=\"700\" height=\"243\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/ssdeloldtemplate.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2022\/01\/ssdeloldtemplate-300x104.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<hr \/>\n<p>Another method to update a template is to<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\"> import<\/a> it into an empty week, make changes and then save again and set the week back to empty.<\/p>\n<p>This method is not recommended but in some instances it is needed. For instance, you might prefer the following alternative method if you intend to import other templates into a new template. For more information: <a href=\"https:\/\/when2work.com\/help\/mgr\/alt-method-edit-templates\/\">Alternative Method To Editing Schedule Templates<\/a>.\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">change the templates of my positions\u00a0 editing existing templates\u00a0 rename a template edit a schedule template\u00a0 edit template edit template\u00a0 edit template edit template\u00a0 View tamplate without importing View template without importing\u00a0 EDIT TEMPLATE NAME\u00a0 edit template how do you edit a template how do you edit a template add category to template assign in template\u00a0 blank template\u00a0 delete\u00a0 how to edit the name of a shift on template<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>View\/Edit a Saved Template (Edit a Template) Once a day or week template has been saved, managers with permission to &#8220;Import Templates&#8221; can view the&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-changing-template\/\">More<span class=\"screen-reader-text\">Schedule Template &#8211; Edit \/ View \/ Rename \/ Delete<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/492"}],"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=492"}],"version-history":[{"count":34,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/492\/revisions"}],"predecessor-version":[{"id":9555,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/492\/revisions\/9555"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}