Using Schedule Templates

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Applies to , ,

Overview

Schedule templates allow you to create a daily or weekly schedule that is reusable. If your schedules are very similar from day to day or week to week, use a template to save time and avoid creating schedules from scratch.

You may use an already existing schedule or create a new one to use as a template.

Things to know before you begin

  • Templates can be made for daily or weekly schedules, but not monthly schedules.
  • After a template is saved, it cannot be edited. If you need to make adjustments to a template, load the template you’d like to edit, make the adjustments, and save a new template. When you’re finished, delete the old template.

Saving a Template

  1. From the Scheduler, view or create a daily or weekly schedule that you’d like to use again in the future
  2. Click the wrench icon, then click Save Template.
    Save Template under Wrench menu
  3. Enter a name for the template. The description is optional.
    Create Template Screen
  4. Click Create Template to save the template.

Loading a Template

  1. From the scheduler, select the day or week where you want to load the template.
  2. Click the wrench icon, then select Load Template.
    Load Template in Wrench menu
    A list of your saved templates appears.
    Load Template Screen
  3. Click a template to load it into the current daily or weekly schedule.
  4. Choose how you’d like the shifts in your template to be applied:
    • Overwrite Conflicts: Removes any duplicated or conflicting shifts from the schedule.
      Apply Template to Overwrite Conflicts
    • Allow Duplicates: Keeps duplicated shifts that will load from the template to the schedule.
      Apply Template to Allow Duplicates
    • Avoid Conflicts: Will move any conflicting or duplicated shifts in the template to the OpenShifts row.
      Apply template and avoid conflicts
  5. Click Apply to finish applying the template.
    Apply schedule template

Deleting a Template

  1. Click the Scheduler.
    • To delete a daily template, click Day view.
    • To delete a monthly template, click Month view.
  2. Click the wrench icon, then select Load Template.
    Load Template in Wrench menu
  3. Click the Trash Can icon next to the template you want to delete.
  4. Click OK to confirm that you want to delete the template.
    Delete Template Prompt
Updated on December 6, 2018

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