| Field Name | Template Filter Field Description |
|---|---|
| *Person | Select a person to attach this template to. To return specific people, type their name, or to return all of the people in the application use the percent % symbol or the underscore _ symbol. |
| *Start Date | This is the effective date of the template;
this means, the date this template is active or turns on. This is the date the assignment contained within the template turns on and relative to the shift pattern. For example, if the start date for Shift A is Monday, April 3, 2017. The assignment activates on April 3, 2017, if Shift A runs on Monday, then this assignment will show on the Roster Monday, April 3rd; however, if Shift A runs Tuesday through Fridays, then this assignment will show on Tuesday, April 4th. |
| End Date | This is the Through date of the assignment.
The last day of the assignment and relative to the shift pattern. Note:
End Assignment Template logic redesigned in v6.4.2. By design ending an assignment creates an additional assignment with a new From date (using the previous assignment date + 1 day) and import logic. The new design removes this functionality. Ending an assignment template ends the assignment; a new assignment is not created. However, if you create an assignment template with a start date before a previous open-ended assignment the new assignment ends the open ended previous assignment using the new assignment From Date minus 1 day. |
| Remove | The red circle with a minus sign is used to
remove the selected person from the template. The behavior of the application is that when we remove the person from the assignment template the assignment is removed from the People > Assignment tab too. The previous assignment which had become inactive, if any, should then become active. |
| Save as default | Used to preset the Start Date as the default setting for this |
| +Add Person | Optional - to assign another person to this same template. Only one assignment template can be active for each person. More than one person can share the same assignment template |
| Save | Used to Save Assign Template settings. |
| Cancel | Used to leave the Assign Template area without applying or saving any settings. |