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