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    How to Create a New Rota Filter

    Kieran Worth

    This guide explains how to create and apply Rota Filters within the Cloud Roster system. Rota Filters allow you to customise the rota view so you can focus only on the staff, clients, roles, or service groups that are relevant to you.

    By building and saving filters, you can quickly narrow or widen results using specific criteria, wildcards, and AND/OR logic. This makes it easier to manage large rotas, identify the information you need, and switch between different operational views without manually adjusting the screen each time.

    Interactive Guide

    Text based guide

    Enter the Roster app


    Select Rota Filters from the tabs at the top of the page


    Click Add New


    Enter a name for the filter


    Open the Filter By options to view available filter areas


    Select Client to filter by individual clients


    Use Staff Category to filter by a specific staff category


    Select Staff Member to filter by individual staff


    Use Staff Role to filter by a specific role


    Select Care Service Group for this example


    Use the Options drop-down to select values within your chosen filter category


    Select the option you want to filter by


    Use the Custom Match box to apply wildcards (e.g. Care*)


    Use AND to narrow results or OR to widen results


    Click Add to confirm the filter


    Add further filters and combine them using AND/OR


    Click the X to remove filters if needed


    Click Save when finished


    Click the Rota button on the left to return to the rota page


    Open the drop-down at the top left of the screen


    Select your saved rota filter to apply it


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