How do I create or edit a day template?

Create your day templates before you start building your first rota. Learn how to edit templates when needed.

💡To create a new day template, please ensure that you have already                   created a demand template.

To create a new day template, please follow these steps:

  1. Select the 'Admin' dropdown from the menu

  2. Select 'Day Templates'

  3. Select ‘New Day Template’

  4. Complete the required fields



6. Once completed, select 'Create Day Template'

To update a template:

  1. Select 'Day Templates'

  2. Select the template you would like to edit

  3. You can add another day or add a shift to the existing day template

  4. Amend the template by dragging and dropping shits from the tray at the bottom of the page

  5. Once you have added/removed all shifts, changes will save automatically


💡 You can amend the minimum staffing numbers on all shifts at the day              template stage by clicking on the shifts and updating the template