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Reviewing user templates
Charles Lynam avatar
Written by Charles Lynam
Updated over 4 months ago

A user's templates are able to be reviewed and edited on the User templates tab under their profile page (A).

User templates are colour coded:

  • Allocated (pink): a user is assigned to a specific regular shift template activity. Click into this template to edit it or to end it.

  • Unallocated (blue): where a user is expected to be staffed but has not been given a specific regular activity. Click into it to edit it, or to change from unallocated to allocated.

  • Available (green): where a user has made themselves available for staffing on days and times they are not normally expected to be staffed. Users can define these for themselves. Neither they nor a roster administrator can set an available time that conflicts with an allocated or unallocated template.

  • Unavailable (grey): where a user is not expected to be staffed, this signals that the user is definitively not available for staffing. Like available, neither they nor a roster administrator can set an unavailable time that conflicts with an allocated or unallocated template.

Click the view settings cog (B) to filter for different roster groups, show different date ranges (e.g. 6 weeks rather than 5 weeks) and to decide how to show session times.

You can also select between the Tabular view and List view (C).

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