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VL2 TIP #227 - CHRISTMAS ROSTERS

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  CHRISTMAS ROSTERS  
 
During the Christmas period we often need to change the diary times in the software to allow staff members to work a few extra hours, a few less hours or an extra day or two.  As these adjustments don't require permanent changes to the roster we can use manual locks on the appointment diary to schedule these changes.
How Do I Add a Staff Member to a Day They Are Not Already Rostered To?

To add a staff member to the diary for a particular day, open the diary and navigate to the day you wish to add the staff member to. Click the 'Staff' button and  select 'Add Staff' from the menu. Search for the staff member you wish to add on, once you have selected them they will be added to the diary.

How Do I Change a Staff Member's Start or End Time on the Diary?

To change a staff members working times open the diary and navigate to the day you wish to changes the times for. Locate the staff member and right-click the 'not-working'  time for that staff member. Select 'Change to Manual'. You can now drag and drop the 'not-working' block to reflect when the staff member is to start or finish.

What Does 'Change to Manual' Mean?

Normally, staff members are put on the diary based on the usual roster settings in the staff record.  Occasionally though, a staff member's times may change for one-off events.  It is not practical to do this by changing the usual roster as it would become a permanent change.  To simplify one-off changes in the diary, the 'not-working' blocks can be changed to a 'manual lock'. This means that when the program applies the usual staff rosters, all 'manual locks' are left as is, and are not affected / changed by the roster.  Changing the 'not-working' times to manual lets the background program know not to adjust the times back, but to leave them as they have been set.

I can't drag the times far enough! 

If you find you can't drag an end time down low enough, or a start time up high enough, you may need to change the business hours.  The business hours govern when a staff member is able to work. To change the business hours follow the steps below.

Log in with your staff ID and password (you may need OWNER access rights to be able to change the business hours - this will depend on your system setup) | go to 'Options' | 'Picklists Setup' | 'Diary' | 'Business Hours'. This will open the Business Hours window, from here you can enter your new business hours.  Remember to enter the times in 24-hour format!  Save by clicking the red tick button in the bottom right hand corner of the window, and then say 'Yes' to the reallocate diaries prompt.

All the Staff Members Can't Fit Onto One Page on the Diary!

The zoom levels control how many hours you can see down the side of the page and how many staff members you can see across the top. Over the Christmas period you may have more staff working than normal which now don't all fit onto page in the diary. To configure the zoom levels to see more staff follow the steps below.

Log in with your staff ID and password (you may need OWNER access rights to be able to change the business hours - this will depend on your system setup) | go to 'Options' | 'Picklists Setup' | 'Diary' | 'Diary Profile' | double click on the diary you wish to change zoom levels on | change the 'staff' column in the zoom level setup to the number of staff you wish to see. NOTE: On smaller monitors increasing the number of staff you van view may make the font size on appointments hard to read.

Can I Set Up a Holiday Timetable in the Roster?

VetlinkSQL also supports the use of one off holiday timetables in the staff roster. If you are an advanced user and want to hear more about this function please call the helpdesk.

 
  Hope all that was useful! Until next time..... Happy Computing!  
 


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www.vetlinksql.com

 
 
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