Assignment Template Filter Field Description

Assignment Template Options
  • Gear icon options
  • Template Filter Options

Gear Icon Options

Field Name Gear Icon Field Description
Wrap Text in Cells Used to wrap text in the cell when truncated.
Assignment Settings Used to set global assignment template Preferences:
  • Automatically Push Assignments: select this check box to automatically apply, and push assignment template modifications to personnel associated with the modified assignment template, if any.
  • Display days off as grayed out: displays days off per the day off label source selection in gray color.
  • Day off label source: Abbreviation, Name, Custom. The Abbreviation, and Name label source apply to the work code associated with the Assignment via the Assignment Override Work Code > Off Duty setting, along with the Day Off Shift Mask pattern applied. The Custom label source applies to shift mask days off, and shift non-working days.
  • Day off label display: used with the custom setting to create your own label.
Convert Assignments To Templates Turns one or more assignments to a template for multiple people in a single instance. This feature replicates the Save As... template feature at the person > Assignment level where one or more assignments can be converted into a single template.
Field Name Template Filter Field Description
Select Filter Displays a list of filters, including the option to <Add New Filter>.
*Filter Name The name of the selected filter. Names are best displayed when concise, and meaningful.
Available to All Users Select this box to allow other users to access this Filter.
Default filter Used to allow authorized users to set their filter of choice as their default filter when accessing the Assignment Template view. Available in application version 6.8.12+, and 7.2.4+.
Note:

Opting for no default filter may improve the user experience by omitting unnecessary assignments to be drawn on the page.

Filter Used to limit the assignment templates in view by Position data as set in Setup > Organizations, date range, and whether the template is assigned or unassigned. Template filters process target data within the assignment template.
+Add (Filter) Options are:
  • Agency
  • Battalion
  • Station
  • Unit
  • Shift
  • Label
  • Position Group
  • Position Job Title
  • Position Skills
  • Template Specialty
  • Date Range
  • Assigned Status
  Include:
  • All (AND) - All returns records that match all of the selections.
  • Any (OR) - Any returns records that match any of the selections.
For example, suppose that more than one Agency is selected, using ‘All’ means “and or in addition to”, using All will search for all of the selected items in one assignment template. This means if Agency A and Agency B are selected the application will search for assignment templates that contain both Agency A and Agency B. If ‘Any’ is selected the application will search for assignment templates that contain Agency A or Agency B. The more filter options applied using ALL the tighter the search result.
Sort Used to sort assignment templates in a specific order.
+Add (Sort)
  • Rank Ordinal
  • Rank
  • Unit Ordinal
  • Unit
  • Station Ordinal
  • Station
  • Battalion Ordinal
  • Battalion
  • Agency Ordinal
  • Agency
  • Shift Name
  • Shift
  • Specialty
  • Shift Group
  • Label
  • Template Specialty
Apply Used to apply a filter for preview in this instance.
Save Used to save filter limits and sort selections.
Cancel Used to leave the Template Filter without applying or saving any settings.
Delete Used to remove the Template Filter.
Parent topic: About Assignment Templates