| General Options - addresses the presentation of the Roster. |
| Column Options - controls which columns display on the Roster. |
| Color Options - applies color to positions or people to quickly identify information. |
| Organization Options - controls how your Organization displays on the Roster |
| Field Name | Roster View Display TAB ‘General’ Field Description |
|---|---|
| Name | Label. Keep concise. This will be visible on the Roster. |
| Focus Banding | If selected, a line displays above and below the Units on the Roster. |
| Available to All Users | Select to share this view with others. If unchecked, this view saves to the creator’s user account and available to that user -only. |
| Focus Bolding | Bold by default. Select to display the following in Bold font on the Roster: Shifts, Agency, Regions, Stations, Units, Unassigned, OR Off Roster |
| Abbreviations | Select to abbreviate all the information on the Roster, except People's names. |
| Unauthorized in Gray | Use to visually distinguish the areas on the Roster people can affect. Select to gray out areas on the Roster that the logged in user has no Authority over. |
| Always Show Times | Select to display the shift start and end times to the right of every position on the Roster. By default, shift times display next to the position when they differ from the main shift. Vacancies always show shift start and end times. |
| Automatic Refresh | Select to automatically refresh the Roster after every transaction. Recommended setting. |
| Build on Open | Select to build the Roster on initial display. Otherwise, users may need to refresh the Roster screen to display this view. Recommended setting. |
| Lines | Controls the brightness of the Roster lines (grid pattern). Choices are: Hide, Light (default), Medium, Dark |
| Preferred | If a Preferred Region or Station is set in the user’s Profile, select how to display these preferences. Choices are: Hide (default), Show Region, Show Station. |
| Nearest Date | Use to set the Roster day to an alternative date when a specific date is chosen. Requires a Dynamic Date in proper format and Setup: Roster authority to modify this field. |
| Days Included | Used to build and present several consecutive days on the Roster. The numeric value indicates that N consecutive days follow the selected date. Requires Setup: Roster authority to modify this field. |
| Warning: This option may slow down your system. | |
| -> Month | Check this box without a Nearest Date to display the target month on the Roster. If a Nearest Date is supplied the target month displays from the nearest date through the end of the month. Requires Setup: Roster authority to modify this field. |
| Warning: This option may slow down your system. | |
| Save | Click to confirm your settings. |
| Cancel | Click to close the window without saving changes. |
| Remove | Activates on any view that is not shared. To activate the Remove button on a shared view clear the check box: Available to all users >Save. |
| Field Name | Roster View Display TAB ‘Column’ Field Description |
|---|---|
| Lead w/ | Places column information on the far-left of
the Roster. Choices are:
|
| Alarms | Select to display Roster Count Alarms. Default selection. |
| Outstanding Outbound(s) | Select to display the status of an Outbound task by the position. Default selection. |
| Vacancy Fill Order | Select to displays the Fill Order of a vacancy. The lower the Fill Priority number, the higher the staffing priority for that vacant position. Default selection. |
| Qualified Pass or Fail | Select to display a yellow triangle with an
exclamation point by a person's name on the Roster when the person
fails to meet the positions’ qualification criteria. Also available
in Fill by Person. Qualified Fail verifies job title, specialties,
skills, and certifications.1 Default selection. Job title and specialty validation are based on the requirements of the position relative to the person’s qualifications for the target date. See About Qualified Pass or Fail (Yellow Triangle)... topic for more information. |
| Work Code Color | Select to display work code colors. Default selection. |
| Shift Times | Select to display the start and end times to the far right of the main shift. Default selection. |
| Finalized Detail | Select to display the date and time stamp the Roster was finalized next to every shift that was finalized. Default selection. |
| Attachment Icon | Select to display a paper clip icon next to the area affected by the attachment. Default selection. Requires Attachment: View authority to see attachment content.. Additionally, used to quickly add attachments on the Roster, and available as of application version 6.7. |
| Attachment List | Select to display a list next to the column
with the check marks. The list is a cumulative list for an organizational
level and all organizational levels above it. List contents include:
|
| Timeline | Select to display a linear histogram. A visual aid to see where work codes fall within the shift scope (without having to read each work code’s from and through values). |
| Checked-In | Select to display a profile with a question mark icon when a check-in record does not exist for the target person on the target date. If selected, also select Not Checked-in AND Check-in Information located under the Content tab. |
| Group Icons | Select to show Group Icons assigned to a Position in the organizational structure in Setup. Group Icons are configured in Setup > General > Groups. |
| ID | Places column information on the far-right of
the Roster. Choices are:
|
| Field Name | Roster View Display TAB ‘Color’ Field Description |
|---|---|
| Person | Applies the selected color to the Person if they have the selected attribute. Choices are: Rank, Specialty, Group, Can Act As Rank |
| Position | Applies the selected color to the Person if they have the selected attribute. Choices are: Rank, Specialty, Group, Can Act As Rank |
| Color Pane | Select a color for the selected item. Items defined in this pane display in order of importance. The higher color takes precedence to eliminate contradicting color elements on the Roster. |
| Background | Select to apply the selected color to the background. |
| Foreground | Select to apply the selected color to the font. |
Color printing option is supported as of application v6.4.2.
| Field Name | Roster View Display TAB ‘Organization’ Field Description |
|---|---|
| Roster Visibility Controls | Options:
|
| <roster> | Displays the Roster’s target date. |
| Organizational Levels | Roster levels include: Institution, Agency, Region, Station, Unit, Position. Use the visibility controls to design your custom Roster view. |
| Shift | Displays the shift name. |