---
title: Assigning Allocations to the Rota
description: "[![banner dark](https://cclearninghub.co.uk/wp-content/uploads/2023/01/banner-dark.png)](https://www.cclearninghub.co.uk) ## Assigning Allocation to the Rota This guide will cover how to assign allocation groups to shifts on the live rota. [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-1-28-1024x533.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-1-28.png) ## 1 In the **Administration of Care Control Windows**, open the **Roster System** which can be…"
url: "https://cclearninghub.co.uk/docs/assigning-allocations-to-the-rota/"
updated: "2023-05-26"
category: Care Control Windows / HR Windows / Roster Windows
---

# Assigning Allocations to the Rota

[![banner dark](https://cclearninghub.co.uk/wp-content/uploads/2023/01/banner-dark.png)](https://www.cclearninghub.co.uk)

## Assigning Allocation to the Rota

This guide will cover how to assign allocation groups to shifts on the live rota.

                         [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-1-28-1024x533.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-1-28.png)

## 1

In the **Administration of Care Control Windows**, open the **Roster System** which can be found under the Common Options and Time & Attendance tabs.

## 2

Select **Allocation Groups** from the options on the left-hand side of the window.

       [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-2-30-1024x672.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-2-30.png)                         [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-3-26-1024x780.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-3-26.png)

## 3

A new window will open. Here, tick **‘Apply to Live Rota’**then press **Load Data**.

## 4

The window will populate with data. You can now assign allocation groups to shifts via the drop-drown boxes on the right-hand side.

After making any changes, press **Save Your Changes**.

       [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-4-12-1024x781.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-4-12.png)                         [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-5-7-1024x670.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-5-7.png)

## 5

You can also do this on an individual shift level. From the **Roster System**, open the **Live Rota**.

## 6

Open the **Smart Board** for a shift and navigate to the **Allocation**tab. Select **Allocation Group** from the drop-down list, then choose the appropriate allocation for the shift.

       [![](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-6-4-1024x439.png)](https://cclearninghub.co.uk/wp-content/uploads/2023/05/edit-6-4.png)
