| Field Name *Required field |
New Assignment Field Description |
|---|---|
| Delete | Deletes an assignment or rotation inside a template. |
| More | Controls whether to show additional settings. To simplify the user interface hide infrequently used fields. |
| *Name | The name of this Assignment Template. Names are best displayed when concise, and meaningful. |
| *Shift | Displays all of the shifts configured. Select a shift for the assignment. |
| *Organization | Displays the organizational structure as configured in Setup > Organization. Type the percent symbol % in the field to show all. The minimum organization level a person can be Unassigned at is the Region level. |
| Only for Days | Enables this Assignment for the selected days of the week. |
| Appears on Roster | Controls whether the assignment displays on the Roster. This check box is selected by default. For additional information see topic: Assignment Appears on the Roster Check Box |
| Specialty Required | Applies specialty requirements to the assignment template. This application validates whether a person meets the specialty criteria before the assignment template can be applied. If the person meets the specialty criteria then the template can be assigned. |
| Shift Mask | Displays all of the shift masks configured. Select a shift mask when applicable to the selected Assignment. Default is <none>. |
| Special Time | Special Time allows an individual to have a shift definition different from the definition of the parent shift they are a part of when it is assigned to a Person or a Position. Used for personnel that is not backfilled when they are not working. For additional information see topic: Shift Time |
| Override Assignment Work Code On Duty | Overrides the default work code from the List Plan for this assignment; otherwise, choose <none> to keep the default work code. |
| Overriding Assignment Work Code On Duty Detail Code | Dsiplays a detail code next to the selected on-duty work code on the Roster when applied. |
| Overriding Assignment Work Code Off Duty | Overrides the default work code from the List Plan for this assignment; otherwise, choose <none> to keep the default work code. |
| Label(s) | Adds a label. Labels can be used for filtering purposes, and configured in the General area in Setup. |
| From | If a date is entered in this field, then the Person’s Assignment record is active on this date. Format: mm/dd/yyyy |
| Through | If a date is entered in this field, then the Person’s Assignment record is active through this date. Format: mm/dd/yyyy |
| Conditions | Applies a Dynamic Condition (DyC) to determine when a Person's Assignment is active. This field is optional, but if there are multiple Assignments, utilization is recommended. Click on the Dynamic Argument button to optionally add a Condition. |
| Suppressed | Suppresses the Assignment on the target date when a working or non-working code is applied to the person . The suppressing work code can be of any positive duration; however, it can not be Hidden, a Charge, or a Request. |
New Rotation: Creates an assignment rotation with assignments that automatically cycle through every X number of days. The Assignment field descriptions in the previous table are applicable to a Rotation.
| Field Name | Add Rotation Field Description |
|---|---|
| Number in Rotation (2-25)* | The number of assignments to cycle in this rotation. |
| Rotation Starting* | Enter the date on which the selected rotation begins. This is a required field for Rotation Assignments; otherwise, it is disabled. Format: mm/dd/yyyy |
| From | When a date is entered in this field, then the Person’s Assignment record is active on this date. Format: mm/dd/yyyy |
| Through | When a date is entered in this field, then the Person’s Assignment record is active through this date. Format: mm/dd/yyyy |
| Conditions | The Condition field uses a Dynamic Condition (DyC) to determine when a Person's Assignment is active. This field is optional. Click on the Dynamic Argument button to optionally add a Condition. |
| Suppressed | Select to suppress the Assignment when a working or non-working code exists for the target person on the target date. The Suppressing work code can be of any positive duration; however, it can not be a Hidden, a Charge, or a Request. |
| Days Rotation* | Creates rotating Assignments. Enter the number of days the selected assignment is active. The number of days works with the Rotation Starting field. This field is required when an assignment rotation is activated; otherwise, it is disabled. Format: mm/dd/yyyy |