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Use this page to carry out one of the following: (i) Select the time management scheduling unit and employment unit, before creating a rota plan (ii) Select the rota plan, before editing a rota plan
Select the “ Edit Rota Schedule” option from the left pane
The “Select Rota Schedule” page appears
The system displays the following field
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Date Format |
The date format applicable to the login user. |
Enter the following
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Time Management Scheduling Unit |
Select the organization unit in which you must create a rota schedule. More details. |
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Employment Unit |
The name of the organization unit that interacts with the Time Management Scheduling Unit, to access rota schedule information. This organization unit must hold the Employment Information component. |
Ensure that you have selected the Time Management-Scheduling Unit and Employment Unit, as described above
Select the “Create Rota Schedule” link
The “Create Rota Schedule” page appear. Refer to the topic Creating a rota schedule .
Ensure that you have selected the Time Management-Scheduling Unit and Employment Unit, as described above
Select the rota plan that contains the shifts you want to schedule, from the “Rota Plan” field
Select the rota schedule, either through the “Direct Entry” group box or through the “Search Criteria” group box. Selecting through Direct Entry and through Search Criteria are described below.
The “Edit Rota Schedule” page appears. Refer to the topic Editing the rota schedule.
Use this method if you know the complete code of the rota schedule.
Enter the code of the rota schedule that must be modified or deleted, in the “Rota Schedule Code” field.
Select the “Edit Rota schedule” hyperlink
The “Edit Rota Schedule” page appears. All details of the selected record are displayed.
To edit the rota schedule, refer to the topic Editing the rota schedule.
Use this method, if you know just a few characters of the rota schedule code or the rota schedule 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, enter one or more characters that the rota schedule code contains. Optionally, you can enter the rota schedule description or “effective from” fields, 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.
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Rota Schedule Code |
The code of the rota schedule. Alternatively, type in these characters in any combination with wild cards. Example RSC1* will search for those rota schedule codes that start with RSC1. Other examples are *RSC1, RS*1. |
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Rota Schedule Description |
The description of the rota schedule. |
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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. |
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Rota Plan Description |
The description of rota plan |
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Effective From |
The start date of the period from which the rota plan is valid. Example, 1 January 2002 |
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 schedule records that satisfy the search criteria specified.
|
Rota Schedule Code |
The code of the rota schedule |
|
Rota Schedule Description |
The description of the rota schedule |
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Rota Plan Code |
The code of the rota plan |
|
Rota Plan Description |
The description of the rota plan |
|
Effective From |
The start date of the period from which the rota plan is valid. Example, 1 January 2002 |
In the multiline, select the record that must be modified
Select the hyperlinked “Rota Schedule Code” field, in the multiline record to be edited
The “Edit Rota Schedule” appears.
To select through Direct Entry
To select through Search Criteria