Differences

This shows you the differences between two versions of the page.

--- generating_roster [2019/07/20 13:58] – mibase
+++ generating_roster [2022/09/04 09:34] (current) – mibase
@@ Line 1: / Line 1: @@
-====== Generating a Roster ======
+===== Creating a Duty Roster =====
+The roster duty calendar needs to be generated at the beginning of each term.
+To generate the roster "slots" for the weekly roster, you need to setup the [[roster_preferences|Roster Preferences]].
-To generate the roster "slots" for the weekly roster, you need to setup the Roster Preferences.
 Once the roster is generated the roster should something like the example below, the top image is in Member login, bottom image is the admin login.
-{{:roster_new:session.jpg?400|}}
+{{:image_30.jpg?400|}}
-====== Roster Preferences ======
+{{:roster:image_10.jpg?400|}}
-Go to **Members - Select Boxes - Roster Preferences**
+==== Generating the roster ====
-{{:roster_new:menu_roster_prefs.jpg?400|}}
-Select **New**
+When you have setup the roster preferences it is time to generate the roster.
-{{:roster_new:new_roster.jpg?400|}}
+Go to **Members - Duty Roster - Generate**
-**Roster Period** - The session start and finish time of the volunteer time slot, it will appear in the member login and the admin login, example below. e.g. 9:15-11.15am
+{{:roster:rosters_page.jpg?600|}}
-**Roster Group** - Usually set at **Roster**, if your Library has a Roster Coordinator then select **Roster Coord** here. Other options are Student or Emergency.
+A popup form will be loaded, select start and end of term dates, and check the summary in the
-e.g. If you need 1 **Roster Coord** and **2 members** to volunteer for each session then need to setup 2 new Roster Preferences, see below example for 2 rows for a single Saturday session.
+below form, the generation will create
-**Weekday** = Day of the week, e.g. Saturday
+  * 3 member duties and 1 coordinator every Saturday
+  * 1 member duty and 1 coordinator duty every Tuesday.
+  * Term start date is  13/9/2022 and end date 17/12/2022
-**No Volunteers** - the number of slots for each Library session for each Roster Type
+{{:roster:gen_popup.jpg?400|}}
-**No Hours** - set to 1 hour (makes it easy to calculate the number sessions a member is required to completed for the membership period. e.g. 1 hr = 1 session, 4 sessions per year)
+Press the Generate button to confirm creating the Roster.
@@ Line 36: / Line 39: @@
-====== Changing the Roster Preferences ======
-Go to **Members - Select Boxes - Preferences**
-select the Roster preference and click **Edit**. Or delete the row and create a new row(s).
-e.g to change the Saturday time slot from **9.30-10.30am** to **9.00-10.30am** click edit for both the Roster and Roster Coord with weekday = Saturday.
-{{:roster_new:edit_roster_pref.jpg?400|}}
-change the time to **9.00-10.30am**
-{{:roster_new:edit_roster_pref3.jpg?400|}}