How do I create or edit an activity?

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

To learn more about editing or adding activities, please watch our video guide. Alternatively, the written step by step instructions can be viewed below: 

 

To create a new activity, please follow these steps:

  1. Select the 'Admin' dropdown from the menu

  2. Select 'Activities'

  3. Select ‘New Activity’

  4. Complete the required fields

Patchwork Rota_Add Activity

6. Once finished, select ‘Create Activity'

7. The activity will then be created and sit on the activity list

 

To update a template:

  1. Select 'Activities'

  2. Select the template you would like to edit

  3. Complete the required changes

Edit Activity

 

💡Ensure that a Site and Location is selected for your activity to allow this information to be included in bank requests