This guide is all about creating user templates which are the basis of rota management. They are an evolution of a users work plan to show the type of work they usually do throughout the course of the week and they are basis on which to start Rota Management.
📹 Video Chapters:
- 👉🏻 00:00 Overall Introduction
- 👉🏻 01:05 See your current user templates
- 👉🏻 07:00 Introduction to builduing a User Template
- 👉🏻 07:20 Checking the workplan
- 👉🏻 09:22 Starting a new User Template from the workplan screen
- 👉🏻 09:50 Starting a new User Template from the Rota Templates screen
- 👉🏻 10:28 Checking user template workplan association
- 👉🏻 11:25 Adding work into the User Template
- 👉🏻 19:08 Batch update of Session Types and Session templates
- 👉🏻 20:44 Making User template varitations for different times of the year (Week Type Variations)
- 👉🏻 23:35 Alternating week User Templates
- 👉🏻 26:20 Seeing overview of the User Templates in the Annual Planner Screen
- 👉🏻 27:18 Copying one persons user template to another person
