How to add a new shift

The new shift can be set up within the 'Customize schedule' section of the 'Scheduler' portal menu. I've included instructions below.

Customize schedule

Manage Shifts

 

Shift Relations

 

Manage Day Types

 

Manage Categories

 

Manage Providers

 

Manage Cycles (Optional)

 

Print Settings

 

Display Settings

 

Title & Key (Optional)

 

 

Manage Shifts

 

Shift Relations

The relationships between one scheduled shift and all other shifts that could be worked on the same day and the subsequent two days are shown.

 

 

Manage Day Types

The Day Types are used to inform the Scheduler about which shifts are normally scheduled on which days of the week. What day of the week are your shifts used?

 

 

Manage Categories

 

 

 

 

Manage Providers

Print Settings (add shift line)

 

Display Settings (new shift line adds by default)

 

 

Title & Key

This area of text is intended as a key or guide to your schedule and is permanently labeled to that effect with the words Schedule Key when printed. You can either accept or modify the Formatted key created by the Scheduler, create a Freeform key that continues with whatever conventions you are using on your current schedule, or you can use both.