Help Centre
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Rota for managers
What is Patchwork?
What are our products?
Clinician or worker using the mobile or web app
General troubleshooting
Using the Patchwork web app
Using the Patchwork Bank mobile app
Using the Patchwork Rota mobile app
Contacting Patchwork
Organisational settings and access
Access and sign in
Worker settings
Trust settings
Rota for managers
Support
Planning and creating a roster
Managing a roster
Managing leave
Managing pay processes
Bank for managers
Collaborative Bank
Agency Management
For recruitment
For shift management
For block shifts
For rate escalations
For pay processes
For data analysis
Agency Manager for managers and agencies
For shift management
I'm an Agency
Reporting
MOD
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Help Centre
Rota for managers
What is Patchwork?
What are our products?
Clinician or worker using the mobile or web app
General troubleshooting
Using the Patchwork web app
Using the Patchwork Bank mobile app
Using the Patchwork Rota mobile app
Contacting Patchwork
Organisational settings and access
Access and sign in
Worker settings
Trust settings
Rota for managers
Support
Planning and creating a roster
Managing a roster
Managing leave
Managing pay processes
Bank for managers
Collaborative Bank
Agency Management
For recruitment
For shift management
For block shifts
For rate escalations
For pay processes
For data analysis
Agency Manager for managers and agencies
For shift management
I'm an Agency
Reporting
MOD
Rota for managers
Support
Rotation Support
Planning and creating a roster
How can I create new activity types for activity creation?
How do I create or edit a shift template?
How do I add, amend or remove a worker on a live roster?
How do I create a roster?
Creating and managing service plans
Setting and managing minimum and ideal staffing numbers
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Managing a roster
Can I revert a published roster to draft?
How can I see information about the rota pattern or template when managing the roster?
Adding or amending patterns within a roster
What is day view and how can I access it?
How do I search for a worker on a roster?
How do I view a worker's shifts?
How do I end date a worker on roster?
How do I view activities on the roster?
How do I assign activity to a shift on the roster?
Seeing worker availability on live rosters
Can I add a worker to multiple patterns within a single roster?
Can I view a worker's shifts from other rosters?
Using the multi-select tool (Patchwork Rota)
Can I 'split' a worker slot within a roster to allow one worker to take over another’s schedule?
How does a worker gain access to view their roster?
How do I amend a shift on a roster?
How do I add a worker to a shift on the roster?
How do I create a new shift on the activity view?
How do I sent a shift to Patchwork Bank from Patchwork Rota?
How do I remove a worker from a shift
How do I set up shift swapping?
Who receives shift swapping request emails?
What shifts can workers request to swap?
How do I review a swap request?
How do I approve a swap request?
Why can’t I approve a swap request?
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Managing leave
How do I add leave to a roster? (annual leave, study leave, sick leave, special leave, etc.)
How do I use the leave calendar?
How do I review annual leave requests?
How do I add leave to a worker profile?
I am not receiving leave requests
How do I make a user a leave approver?
What's the difference between leave duration and deduction?
How do I manage time off in lieu?
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Managing pay processes
Exception reporting with Patchwork
How do I review and approve/reject an exception report?
How do I manage pay as compensation?
How does locking a roster work?