Differences

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

--- generating_roster [2019/07/20 14:00] – 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|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 ======
-Go to **Members - Select Boxes - Roster Preferences**
-{{:roster_new:menu_roster_prefs.jpg?400|}}
-Select **New**
+{{:roster:image_10.jpg?400|}}
-{{:roster_new:new_roster.jpg?400|}}
-**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
+==== Generating the roster ====
-**Roster Group** - Usually set at **Roster**, if your Library has a Roster Coordinator then select **Roster Coord** here. Other options are Student or Emergency.
-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.
-**Weekday** = Day of the week, e.g. Saturday
+When you have setup the roster preferences it is time to generate the roster.
-**No Volunteers** - the number of slots for each Library session for each Roster Type
+Go to **Members - Duty Roster - Generate**
-**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)
+{{:roster:rosters_page.jpg?600|}}
+A popup form will be loaded, select start and end of term dates, and check the summary in the
+below form, the generation will create
+  * 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
+{{:roster:gen_popup.jpg?400|}}
+Press the Generate button to confirm creating the Roster.
-====== 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|}}