Import Schedules (Templates) - - - - - -
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Create a Weekly Schedule Template
You can Import any previous week to copy existing assignments exactly as they
are right now, or you may want to create and name certain daily or weekly schedule "templates" (Ex. if you want to create a holiday schedule and save/name it
as a template for later importing) . 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
schedule click
Save
Template and name it. If you used an empty week to create the template
you can use the Clear/Delete function to "Erase the Entire Schedule" -
removing the shifts from that week and setting that week back to empty, after
saving it as a template. 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: I can filter my 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.
How to create and Save a Schedule "Template"
From any weekly Schedule View
When you have a schedule week ready to save as a week template
Click Save Template to open the Save Schedule window
Type a name for this template and click Save WEEK
When the warning asks if are you sure you want to save click OK
To see your new template in the Import a Week list
From any UnPublished Schedule View
Click Import to bring up the Import Shifts window
In the "Import a Template" dropdown you will now see your new template
Related Topics:
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WhenToHelp.com Online Scheduling
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