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To edit Staff Requirements click the 'Edit Requirements' checkbox.
You can now edit the Requirements by click at the top of any bar and dragging it up or down.
Zooming
You may need to zoom the roster screen so you can see individual Requirements.
Scrolling your mouse will zoom in and out so you can see and edit
Remove the Edit Requirements check box when you have finished editing.
Roster Staff
Now it gets exciting (well I'm excited), you are now ready to roster staff.
The top of the Roster screen is broken up into 3 hour time ranges e.g. 9-12 using 24 hour time.
Click the heading that best represents the time period you want to roster for.
The left hand list of Available Agents is updated to show what agents are available in that time window.
The list is sorted to help you select the best agent.
The order is:
- Agents with a Preference in the selected time slot
- Agents with an Availability in the selected time slot
- All other agents
Agents which have been already rostered in the selected interval won't show up.
Click the green '+' button to add an agent to the roster.
The agent is added to the roster (yellow bar).
The orange blocks represent breaks. Breaks are automatically allocated based on the length of the shift but can be modified as needed.
Change a shift duration
To change the duration of the shift click either end of the shift and drag it to the desired start or end time.
Change a break duration
You can modify a break duration using the same technique as for a shift.
Adding Breaks
You can add a break by right clicking on the Shift and selecting Add... then the break type you wish to add.
