Roster View Content TAB Field Descriptions

1st and 2nd Limit Options- controls which areas or records display on the Roster.
Include Options - controls which records display on the Roster.
Perform Options - specifies how the customized Roster View displays and performs.

For example, 1st Limit = Shift A, 2nd Limit = North Zone, Include =Vacancy to be filled, Perform= Sort By Unit.

Roster View 1st and 2nd Limit Panel Options

Field Name	Roster View ‘Content’ TAB 1st and 2nd Limit Field Description
1st Limit - Selections below...	Three selections located in the 1st Limit allow you to control which records show on the Roster: Selections below... is a fixed limit that always limits the selected items. User's assignment location...is a dynamic limit that only shows the portion of the roster that includes the logged-in person's assigned organizational structure. User's roster location... is a dynamic limit that only shows the portion of the roster that includes the logged-in person's locations on the selected roster dates.
1st and 2nd Limit - Drop-Down List Box	From the drop-down list select one of the options defined below as the primary or secondary sort by or filter options when displaying the Roster.
	Selections are: Shift, Institution, Agency, Region, Station, Unit, Position, Work Code, Rank, Unit Type, Specialty, Group, Location, Departure Location, Backup Unit.
1st and 2nd Limit Table	Each Limit has corresponding values that populate when selected. To use all of the values within the selected Limit, be sure all of the check boxes next to the values are clear. If one or more values are selected, only the selected values display on the Roster (clear check box values are filtered out).
Shift Duration	This field enables when Shift is selected in the 1st Limit drop-down list. Use to target and display shifts of a certain duration. Type the shift duration in hours from start time through end time to include only shifts of this duration on the Roster. If this field is blank, shifts are not filtered out based on shift duration.
OK	Click to save all changes and close the window.
Cancel	Click to close the window without saving changes.
Remove	Enables on any view that is not shared. To enable the Remove button on a shared view clear the check box: Available to all users and click Save.

Roster View Include Panel Options

Field Name	Roster View ‘Content’ TAB Include Field Description
Working Codes	Select to view work code type: Regular Duty, Working AND Non Working. Default setting.
Position	Select to view work code type: Regular Duty. Default setting.
Non-Working Codes	Select to view work code type: Non Working. Default setting.
Signup Codes	Select to view work code type: Signup
Charge Codes	Select to view work codes that have the ! Charge setting enabled.
Hidden Codes	Select to view hidden codes on the roster.
Denied	Select to view denied codes on the roster.
Has Outstanding Outbounds	Select to view who has outstanding outbounds on the roster. Default setting.
Payroll Records	Select to only display records that have corresponding payroll codes for people who have Payroll IDs. Use to see only payroll related records.
Remove Records	Select to include records that have been removed from the Roster. Displays work code with strike through.
Scheduled Records	This setting creates a view that allows you to see both projected records and actual records at the same time on the Roster. Personnel scheduled to work their regular shift display twice on the Roster with two records - projected and actual.
Finalized Records	Select to view finalized work code records on the Roster. Default setting.
Alarmed Areas	Select to view alarmed areas on the Roster. Default setting.
<unassigned>	Select to view <unassigned> personnel. Default setting.
<off roster>	Select to view personnel who were placed on the Roster using the <Off Roster> feature. Default setting.
Vacancies to be Filled	Select to view open positions that require staffing. Default setting.
All Vacancies	Select to view all open positions on the Roster; this includes vacancies that require staffing and suppressed vacancies. Default setting.
Not Checked-In	Select to view all people on the roster who do not have a checked-in record for the target date.

Roster View Perform Panel Options

Field Name	Roster View ‘Content’ TAB Perform Field Description
Organization Setup	Select to display unassigned positions that are defined in the Organization Setup folder on the Roster View. Clear this box to hide unassigned positions on the Roster View. Default selection.
Assignments	Select to view personnel with their defined assignments on the Roster. Clear this check box to hide all personnel with their defined assignments. When this check box is clear and the Organization in Setup check box is checked, the application displays vacant positions as defined in the Setup > Organization folder. Default setting.
Exceptions	Select to perform staffing exceptions on the Roster. Clear this box to hide all staffing exceptions on the Roster. This will also hide all Fixed and Finalized records. Default selection.
Outbound Information	Select to view the Outbound icon on the Roster. Clear this box to hide the Outbound icon. Clearing this box does not prevent authorized users to initiate the Outbound function. Default selection.
All Alarms	Select to perform alarms on the Roster. Clear this box to not perform alarms on the Roster. Default selection.
Fixed/Finalized Information	Select to view a date and time stamp on the Roster when Finalized. Clear this box to hide the Finalized date on the Roster. Default selection.
Vacancy Information	Select to perform vacancy information on the Roster. Default selection.
Vacancy Splits	Select to perform vacancy splits on the Roster. Default selection.
Vacancy List Tooltip	Select to display additional information about the vacancy on the Roster, for example, List Chain abbreviation, Lists.
Multiple Assignments	There is no current functionality for this option. Multiple Assignments is reserved for potential functionality in a future release.
Attachment Information	Select to display a paper clip next to the affected area (person or organizational level) signifying that there is an Attachment. If the option is turned off the Roster will not display such information. Disable to increase performance if needed. Default selection.
Fast Build Via Limits	Check this box to increase the performance of a Roster build. Please note that performance is increased by excluding the consideration of any records outside of the Roster View Limit, therefore negating certain Roster behaviors. For example, Roster Count Alarms for levels outside the Roster View Limit will not be performed.The default is for this option to not be selected.
Push Unassigned	Select to enable the work code setting Push Unassigned. Use this feature to push personnel into an unassigned area on the Roster. Recommended setting.
	Example: Suppose Person A who is scheduled to work their regular assignment takes time off and creates a vacancy. That vacancy is staffed with Person B. Person A then cancels their time-off. If this check box is clear, Person A hides behind Person B on the Roster. If checked, Person A displays on the Roster as an unassigned resource because Person B is occupying their regular assignment.
Check-in Information	Select to process Check-in information during the roster build. This option is not selected by default to avoid the extra processing logic required for check-in information.
Headcounts	Select to display the number of people working within a specific category for that Roster day. Headcounts merge adjacent cells if the count is the same. Configurable categories include: Rank, Can Act As, Specialties, and Group. Choices are: None- omits headcount information Totals- provides a total for the configured category. Subtotals- provides a total for each of the items configured within a category.
Sort People	Sort People provides the functionality to sort the Roster. Choices are: Yes - sorts personnel in alphabetical order. No- does not sort personnel. Additionally, select one of the following features to enable personnel grouping in alphabetical order and sort personnel By: Date, Institution, Agency, Region, Shift, Station, Unit, Position. You may need to hide organizational levels to produce the desired result.
Sort Positions by Formula ID	Select to sort the positions within a Unit using a Formula ID. Selecting this check box enables the subsequent settings Position sort direction and Position sort empty values. Note: To show the formula ID on the Roster use the Lead with Formula ID: Position setting located on the Roster View Display tab.
Position sort direction	The sort direction using the returned value of the Formula ID. As such, vacancies may not follow the work code that created the vacancy. Multiple people sharing a position on the target date for the same shift may not show next to each other and will sort by their formula ID value. If multiple positions on a unit return the same evaluated formula ID, essentially all things equal, the system sorts the same way as before the Formula ID was applied.
Position sort empty values	The sort direction of an empty sort value returned by the Formula ID.
Sort Unassigned by Person Formula ID	Select to sort unassigned personnel on the Roster using a Person Formula ID. Selecting this check box enables the subsequent settings Unassigned sort direction and Unassigned sort empty values. Note: To show the formula ID on the Roster use the Lead with Formula ID: Person setting located on the Roster View Display tab.
Unassigned sort direction	The sort direction using the returned value of the Formula ID.
Unassigned sort empty values	The sort direction of an empty sort value returned by the Formula ID.