Creating and managing events

staffers have the ability to create and manage varying event types on the roster these are often used in situations involving training or strike teams create a new event for events that span multiple days and have a different start time on the first day, we recommend creating two separate calendar entries a single day event for the first day, reflecting its unique start time a recurring event starting on the second day, with the consistent start time for the remaining days this method ensures that start times are accurately represented and remain consistent throughout the event's duration steps to create a new event select the ‘+ create event’ button in the bottom right corner enter the event group name this appears as a drop down menu, staffers can click into this field and type in a new name or use the drop down to select an already existing group enter the name of the event , the click 'next' event groups create a 'station' for that event type each named event will appear as an 'apparatus' under that event group this opens the event creation form, where you can choose to add position slots to the event once all positions are added click 'next' each position you can set custom requirements, start times, and end times select if this event is a single day or a multi day event for multi day events, staffers will be prompted to choose an end date and what days of the week the event should appear on roster click ‘submit’ to save the event input the event shift pattern click 'submit' managing events once an event is created, staffers can fill empty positions in the event to staff a single day staffers are able to drag and drop employees into events directly from the roster and from staffing lists however this only staffs a user to the event for a single day to staff in a repeating pattern open the shift planning tool select 'event planning' in the top tool bar select the name of the event (not the check to the left of the name) this allows the staffer to staff eligible position or add excess capacity users to an event select 'show eligible personal' next to the position or excess capacity spot to select a qualified employee once an employee is located, select the up arrow to move them into position fill in all information for 'new assignment' shift start and end times assignment start and end dates an assignment end date cannot exceed the end date of the event apply pay codes if users should have different pay codes depending on if its a regularly scheduled day or not be sure to toggle on use different pay codes on duty days apply detail codes add any required breaks toggling on a break duration will automatically deduct the break duration from the end users time card once all information is correct, hit 'confirm' if the employee staffed had a pre existing shift assignment, be sure to pay attention to the shift priority select the edit icon next to the name of the user staffed underneath their name in 'edit assignment', select the edit icon next to priority from here, staffers can control the users shift priority order by default, 'pause all other assignments' is enabled this means that other assignments will not be active while the event is taking place if the staffer toggles off 'pause all other assignments' and toggles on 'full shift', this means that on days where the event and the regular assignment overlap the user will not be scheduled to work their regular assignment at all on days where they are not scheduled to work the event and have a regularly scheduled shift they will be placed on roster use the drag and drop icons to manually drag shift into the desired priority order once all changes are confirmed, select 'save' once all users are staffed correctly be sure to ' publish ' the shift planning tool editing, duplicating, undeploying, and unstaffing an event to make edits to an event open your shift planning tool navigate to events planning from the top tool bar select the circle next to the event name once selected it will turn blue choose edit this allows staffers to change the name of the event extend the event choose duplicate create a copy of the event users will be walked through the creation menu with the same setting as the chosen event in place choose undeploy this allows staffers to end the event to unstaff or remove an employee from the event select the name of the event in the shift planning tool to open the staffing menu locate the name of the employee staffers can edit their assignment to enter an end date or choose the ' ' to immediately remove them once changes are made, be sure to publish the shift plan to enact any changes roster tool bar shift planning tool this is where departments can create and edit their default rosters and set staffing patterns please see the shift planning tool section of the guide for further info send message sending a message through roster will send to everyone on the roster for that day selecting the icon will open the 'new message' field here staffers can fill required information and hit 'send', to view and follow up on messages sent from roster please navigate to 'dashboard' and locate the sent message in the message panel print roster or export to csv selecting the print icon will open the option to print the current view on the roster day this view can be edited by using the 'battalions' drop down menu and select what stations to show select 'print' to open to open your computers print options select 'export' to download an editable csv of the roster prior to printing staffing lists staffing lists will open the staffing lists side panel here staffer can choose different staffing lists, apply filters, and manually drag and drop employees into positions on roster staffing list movement is determined by the detail code if the automated detail code is removed the employee will not move on the list off roster this list displays employees who are off, the reasons for their absence, and who is covering their open shifts admins can view the reasons for absences, while general employees can only see who is off staffers are also able to see additional paid time requests from this list for more information, please see the above off roster section of the guide staffing stats this opens a side panel showing a summary of the day's battalion information providing a condensed view of the roster, offering a quick overview of the battalion details for the day change log this will display a log of all changes made to the roster, including what changes were made when the changes occurred who made the changes