Use this page to select the rota plan to be edited.  Use this page to also select the scheduling unit and employment unit, when a new rota plan is to be defined.

• Select the “Edit Rota Plan” option from the left pane. 

• The “Select Rota Plan” page appears.

• In the “Select Rota Plan” page, select the Scheduling Unit and  Employment Unit whose rota plan you need to review

• Select the rota plan, to be edited, either through the “Direct Entry” group box or through the “Search Criteria” group box. 

• Use this method if you know the complete code of the rota plan.

• Enter the code of the rota plan that must be modified or deleted, in the “Rota Plan Code”   field.

• Select the “Edit Rota Plan” hyperlink

• The “Edit Rota Plan” page appears.  All details of the selected record are displayed.

• To edit the rota plan, refer to the topic “Editing the rota plan”.

Use this method, if you know just a few characters of the rota plan code or the rota plan description. In the search criteria group box, specify the search criteria based on which the system will fetch the records.

To specify the search criteria, can enter one or more characters that the rota plan code contains. Optionally, you can enter the rota plan description or holiday master short description, to narrow your search. Search based on wild card characters is also supported.

• Enter the following search criteria values, in some or all of the following fields.

Rota Plan Code	The code of the rota plan.  Alternatively, type in these characters in any combination with wild cards.
	Example, ROTAPL1*, will search for those rota plan codes that start with ROTAPL1. Other examples are *RTP1,RT*1 and RTPL.
Rota Plan	The description of rota plan
Holiday Master	To view all holiday master short descriptions containing specific characters, type in the starting character/s of the short description.
	Alternatively, type in these characters in any combination with wild cards.
	Example, RotaPlan1*, will search for those holiday master short descriptions that start with RotaPlan1,. Other examples are *Plan” and “Rot*Pl*,

• Select the “ Search” pushbutton.

Note: If only one search criteria value is entered, the system will fetch the records that satisfy this value.
If more than one search criteria value is entered, the system will fetch the records satisfying all the specified values.
 If you do not enter any value in the search criteria group box and select the “Search” pushbutton, the system will fetch all the records that are applicable to the selected employment units..

• The system displays the following details in the multiline, for the rota plan records that satisfy the search criteria specified.

Rota Plan Code	The code of each rota plan
Rota Plan	The description of the rota plan
Current Holiday Master	The holiday master that is currently applicable for rota plan.
Next Holiday Master	The holiday master that will follow, as soon as the currently applicable holiday master ceases to be effective.

• Select the record that must be modified.

• Select the “Edit Rota Plan” link.

• The “Edit Rota Plan” appears.

 

 

 

 

 

 

 

    

 What you can do in this page

To select the record through Direct Entry

To select the record through Search Criteria