After building the templates for your rosters, the next step for the site administrator is to populate the users in order to get to publishing a roster.
There are three different ways to populate the users on activity-based rosters (on-call):
Creating user templates
Use the Multi-select function
Shift by shift
In the following section, we detail each method and provide instructions on its usage:
1. Create user templates:
If you have users with repeated shifts, this would be the most efficient way to populate the users:
Click on the 'Templates' button:
The following page will open. Click on the (+) icon (A), then populate the following fields:
Select User (B)
Define the repeat cycle (C)
Define the shift days (D)
After assigning the users and their repeat shifts, click on 'Save'.
2. Use the Multi-select function:
If there is no specific pattern for users, but you would like to allocate users on several shifts with the least possible clicks, go to 'Edit' then click on the 'Multi-select' button:
Select several shifts that you would like to assign a user to (E), then click on Bulk edit (F), then add user (G).
A pop-window will appear with the list of users, select the user and click on Draft or Publish.
3. Shift by shift:
Click on the 'Edit' button:
The templates (in pink page) will open. Click on a shift and select the user you would like to have assigned for the selected shift:
Related reference: release notes on how to fill shifts from patterns, and how to populate users on location based roster.