Minimums By Shift
From Wiki
Virtually all rotas can benefit from setting up data in this area. This represents the minimum staffing for each day of a typical week. Once this is set up, the Unfilled reporting can be used to help you fill your rota, and features such as Volunteer can be used.
To set minimum levels use the dropdown selections.
Copying days
We recommend setting up one day at a time, as you be able to quickly copy that information to another day later.
Deleting items
To delete an item you need to set the quantity to 0
Deleting related items
To delete similar shifts use the quick delete option.
Locked days
On any given day, in Day View, Week View, Quick Fill and Unfilled you may see unfilled items listed. These represent the Min by Shift items less any matching shifts that are being worked. In other words these items are highlight your potential understaffing.
There may be situations where you do not want to fill all your unfilled posts for a given day, and in that instance you can some or all of its unfilled items. This means that in Day View you'll see a note to indicate that the unfilled has been manually amended, and as such the are considered locked and will not be refreshed by any changes you make to the Mins By Shift. You can view and unlock the unfilled for the respective dates from this area.
Related areas
- Day View and QuickFill pages can be populated by the system suggesting fills based on unfilled items.
- Weekly Template can be created based on the Minimums by Shift.
Special Day Requirements
If your requirements do not follow a regular weekly pattern, you can set up additional unfilled posts in the Make Appointment page.
