User Template Based Rotas
This guide will walk you through the process of rota management using user templates as the foundation for your rotas. This method is one of the simpler options and is commonly used when creating rotas for users who already have established templates, with minimal variation in their session types compared to what is outlined in their templates.
For more complex rota management, particularly if you need to design rotas based on minimum service levels or to meet specific targets (e.g., appointment numbers), we recommend using the Organisational Template-based approach. Please refer to our other guides for more information.
If you’re unsure which option is best for your needs, feel free to reach out to us, and we’ll be happy to assist you.
