A term is a named folder that groups a set of recurring shift templates for staff who rotate through the same work — for example a "General Surgery" term or a "Neurology" term. This article covers creating and editing the term itself. Its recurring shifts (term shift templates) and the people on it (term users) are covered in their own articles.
Creating a term
Go to the Admin menu and open the Terms page.
Click Add term.
Complete the fields, then save.
Term fields
Name — a clear, consistent name for the term. This is what you'll pick from when assigning term users, so keep names distinct.
Description — optional notes about the term.
Roles — the role(s) this term applies to, for example Registrar or Resident. The roles you choose determine which staff and which term dates are relevant to the term.
Teams — an optional team to associate with the term. When a team is set, it is automatically applied to the profile of staff assigned to the term, saving you from maintaining team membership separately.
Editing and archiving
Open a term to change its details at any time. If a term is no longer used, you can archive it so it stops appearing in everyday lists without losing its history. Note that deleting a term also removes the term shift templates attached to it, so archiving is usually the safer choice for terms you may want to refer back to.