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- Rota Templates
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:
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Select the 'Admin' dropdown from the menu
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Select 'Day Templates'
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Select ‘New Day Template’
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Complete the required fields
6. Once completed, select 'Create Day Template'
To update a template:
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Select 'Day Templates'
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Select the template you would like to edit
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You can add another day or add a shift to the existing day template
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Amend the template by dragging and dropping shits from the tray at the bottom of the page
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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