V4 Solutions

Rota Details - Staff Rota

This is the main interface to the staff rota details, and is also the first screen that will be displayed when you click Rota Details from the main menu.

You define the staff rota by interacting with the individual timelines which are shown for each day for each member of staff. In depth instructions for manipulating the timelines is provided here. The remainder of this page covers the options available in the Staff Rota screen.

The Staff Rota screen display options can be customised using the View menu.

First up, you can change the number of weeks which are shown in the Staff Rota screen. This can also be updated using the Week tool bar button, as shown below. 

Click here to see a 4 week rota.

Enable Timeline relates to interacting with timelines, and details can be found here.

Clicking Show Section Toolbar and Show Status Toolbar will display the associated toolbar, as shown below.

To use the toolbars, click the desired Section or Status, then left click the mouse on cells or timeline items to apply the status or section.

Show Captions allows you to show some captions in each cell alongside the timelines. The Section and Working time captions are shown below.

By default, on the 1 and 2 week rota views, an overstaffing/understaffing graph will be displayed. When the number of staff working matches the number of staff required, a flat line will be shown, but if there are more or less, it will be indicated by values on the graph.

Hovering the mouse over the graphs will display a tooltip showing the value of any deviation.

The Show Graphs menu item allows you to disable these graphs, and replace them with some numeric totals, as shown below.

In the totals, Working Hours and Required Hours both relate to the specific 24 hour period or day. Paid hours will be allocated to the day when a time item, or a series of time items, begins. Because of this, you should not be alarmed that the paid hours for a day are significantly different.

Show Ruler allows you to hide the ruler that is displayed at the top of each day.

Finally in the view menu, you can select Show Section Color. In this case, the colour of the section the staff member is working in will be displayed instead of the colour of the Status. See below: