Roster Filter Sets
This guide covers how to access and amend Roster Filter Sets. The Roster System has a feature in which you can allow a member of staff to access the rotas based on certain parameters such as Care Service Groups. You can view, add and amend these Filter Sets by going into the Roster System and clicking Settings.
1
Open the Settings in the Roster System.
2
Select Filter Sets from the options on the left hand side of the window, then press Add New.
3
First, enter the name for the filter set. Then, select the parameter you wish to filter the roster by (e.g Staff Role).
You can then select the specific filter option from the list and press Add. Finally, press Save Changes and then Test Filter Set.
4
A new window will open displaying which service users and staff members will or won’t be shown when the filter set is active.
In the example given, the filter set shows Care Assistants only, however filter sets can be more complex and contain multiple AND/OR as well as operating commands.
