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Create Schedule Day Template
Saving a daily template can be useful if you have certain days where you would
like to bring in a special set of shifts. Ex. if you want to add an event
to a day that requires a set of shifts for that event.
Note that when saving and importing templates you can first filter your view to
only include a specific position, category or group so that the template will
only include those shifts. Ex: You can filter the schedule to only include shifts
for one position and then "Save as Template" to create a template that includes
only the displayed shifts for that position in the template.
You can save any
schedule that you have on the screen or you can navigate to an
empty week (future or past) and create a schedule to save as a template. When you are finished creating the template click
Save
Template and name it. If you used an empty day to create the template
buse the Clear/Delete function to "Erase the Entire Schedule" -
removing the shifts from that day and setting that week back to empty
after saving as a template.
How to create a Day Schedule "Template"
From any weekly Schedule View
(Optional) Filter your view to only include a position, category or group (1.)
Click Save Template to open the Save Schedule as a Template window (2.)
Be sure the day of the week you want to save is correct (4.)
Type a name for this template (5.)
Click Save DAY (6.)
When the warning asks if are you sure you want to save click OK
To see your new template in the Import list
From any UnPublished Schedule View
Click Import to bring up the Import Shifts window
In the "Import from Day Template" dropdown you will now see your new
template
Related Topics:
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WhenToHelp.com Online Scheduling
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