Using Schedule Templates

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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.
  3. Enter a name for the template. The description is optional.
  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.

    A list of your saved templates appears.
  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.
    • Allow Duplicates: Keeps duplicated shifts that will load from the template to the schedule.
    • Avoid Conflicts: Will move any conflicting or duplicated shifts in the template to the OpenShifts row.
  5. Click Apply to finish applying the 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.
  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.
Updated on September 18, 2017

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