Adding Roles to Cloud Roster – Care Control Learning Hub

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How to Add Roles to Cloud Roster

This guide explains how to add roles to the rota within the Roster app, from accessing the draft rota to confirming the updates.

Adding roles correctly ensures your rota is accurate, structured, and ready for effective staff allocation. Following a consistent process helps improve efficiency, reduces the risk of missing roles, and ensures all required positions are included in the schedule.

By following this guide, you will learn how to:

Access the rota and draft plan
Add new roles to the rota
Select and confirm multiple roles
Close and finalise the role selection process
Review the updated rota

This ensures all required roles are added correctly and clearly visible in the rota, supporting accurate planning and effective shift management.

Interactive Guide

Text based guide

Open the Roster app to manage and update your team’s weekly schedule

Select the Rota button to open the rota view screen

Switch to the Draft Plan to make changes to the rota

Click the plus button to begin adding a new role to the rota

Select the Add Roles option to add new roles to the rota

Select one or more roles to add to the rota

Click the Add to Rota button to confirm and add the selected roles

Click the Close button to exit the pop-up window

Review the rota to confirm the new role has been added successfully

Review the rota to ensure all updates have been applied correctly

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