Existing Shifts - Assigning Categories 

 

Once you have defined your Category names they will appear in the Category dropdown menu on your Schedule pages. You can choose a category when adding new shifts or you can set existing shifts to be included in that Category by clicking the shift or by using the Multi-Shift Edit Schedule View. 

 

Marking Existing Shifts to be in a Category: 

From any Schedule View 

In the Schedule View dropdown choose Multi-Shift Edit 

Choose a Day or the Week Tab to see all of the shifts you want 

Sort the display by any column - Ex. if setting night shifts you might want to sort by Time 

Change the dropdown box for each shift to be the Category you want 

When finished click the Save Changes button

 

To test the Category and view the shifts 

From any Schedule View 

In the Category dropdown choose your new category name 

(Be sure the Positions dropdown is set to All Positions) 

The Schedule View will now include only the shifts in that Category

You can also filter on a position to see only shifts both in that category and that position

 

Note:  Changing an existing shift to be in a Category DOES NOT change any category default times or any items set in the category defaults.  Category defaults are only used when Adding New Shifts.

 

Related Topics: 

Why Use Shift Categories? 

Adding New Category Definitions 

Adding New Shifts is Easy Using Shift Categories 

Using Categories to Selectively AutoFill 

Viewing a Compressed Schedule Chart 

Coloring Individual or Groups of Shifts 

Setting a Category Default Shift Color