Team and Veydex Shift
Save and use a week template
If you like a week's draft, save it in the autopilot with “Save as template”. For a new week, pick it under “Plan from”, “with regular staff” if you want the same people.
A week template records which shifts fall on which weekday at what time, with role, type and, if you want, the person.
Save a template
- 1. Open the autopilot with Rota › Plan › Let Mira plan the week (see Let Mira plan the week).
- 2. Untick whatever should not go into the template. Unticked shifts are not saved.
- 3. Choose Save as template, enter something like “Summer week” under Template name and tap Save. If the name exists, the Hub asks whether to Overwrite.
You can also tell Mira, for example “save this as a template”. Below her reply there is then a button Save as template “…”; nothing is saved until you press it.
Use a template
- 1. Open the autopilot for the new week.
- 2. Under Plan from, pick the template, for example “Template “Summer week” · 24 shifts”.
- 3. With with regular staff, each shift goes to the person from the template if they may take it. If they are on holiday or lack the rest period, the autopilot takes the next best and tells you.
- 4. Take over the draft as usual and publish.
Someone who has since left the team does not make a template invalid.
Delete a template
Delete template only removes the template. Shifts you already planned with it stay.
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