How to use the Annual planner
The Annual Planner is a place where rota template design meets seasonal week planning. IN the Planner calendar you can connect your rota template designs to any number of week ‘type’ that you want to create and connect those to the actual weeks of the year.
This action connects your template designs to the weeks of the year in the rotering screen and ensures targets and counts are defined across different weeks of the year.
In the annual planner calendar, we use the drop down at the top/left of each week, to set the week type for that week.
The things that are part of Annual week planning:
- The week types
- The templates
- The Annual Planner calendar
At the top of the planner, you can see the week types you have created. Edit them or make new ones until you have the latest set of week types you need for a year.
In the planner calendar, go to each week of the year and use the drop down to set the proper week type for that week.
The last part, after setting this schedule up, is having enough variations of templates to match the week types you created.
Each templates can be assigned to a week type (in template edit screen)
When templates are assigned to a week type, they will show in the annual planner, when they are appropriate
