Duplicate / copy rota templates

Even an organisation template to a user template

To duplicate a template to a person, for example:

Go to your Rota Templates and open the template to duplicate

 

 

 

 

 

 

 

Example: pharmacist template

 

 

 

 

 

 

 

 

 

 

Once in this view, click the ‘Week templates’ button to open the options

 

 

In the popup modal, select User template option and then choose the person from the dropdown – that you want to clone the template to

 

 

 

 

 

 

 

 

 

Note

Don’t forget to name the new template being created and then click Save (the green button bottom left)

This creates the persons template and takes you to the edit view of that template, where you can edit it and connect it to their work plan

Then Save that