The objective of this tutorial is to help you understand how to edit a recurring series.
A repeating shift series can be updated/modified any later when a change is required. Change in shift times, notes, title or employee assignment and a lot more. Let's look that in detail!
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to edit a recurring series.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
Editing a Recurring Series
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Schedule Overview’ from the left-hand side filter panel as shown in Image 2.
Step 3: Go to your shift of interest and click to open the shift edit window as shown in Image 3.
Step 4: We have updated: Position, Start/End Time, and Title as shown in Image 4.
However, you can update according to your requirement from the following options.
Position, Start/End time, Title, Notes, Remote Site, Scheduled Employees, Open Slots, Tasks (without titles)
Step 5: Click the option ‘Repeats ‘x’ times’ again as shown in Image 5.
Step 6: Under the ‘Update’ field, select what you want to update as shown in Image 6 with the following options:
- All future shifts in this series.
- All Shifts in this series.
- This Shift back to the original
Step 7: Check the box for which the changes are made under ‘With’ as shown in Image 7.
Step 8: Click ‘Update Series!’ as shown in Image 8.
Step 9: Click ‘Save & Close’ as shown in Image 9.
You will be able to view the changes on the schedule.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!