| Field Name | Template Filter Field Description |
|---|---|
| *Person | Attaches this template to the selected person.
|
| *Start Date | This is the effective date of the template.
The date this template activates. The assignment within the template
will enable based on the shift pattern. For example, suppose the start date for Shift A is Monday, April 3rd, 2017. The assignment activates on April 3rd, 2017, if Shift A runs on Monday, then this assignment will appear on the Roster on Monday, April 3rd; however, if Shift A runs Tuesday through Friday, then this assignment will show on Tuesday, April 4th. |
| End Date | This is the date the assignment ends, and relative
to the shift pattern. Note:
End Assignment Template logic redesigned in v6.4.2. By design ending an assignment creates an additional assignment with a new From date (using the previous assignment date + 1 day) and import logic. The new design removes this functionality. Ending an assignment template ends the assignment; a new assignment is not created. However, if you create an assignment template with a start date before a previous open-ended assignment the new assignment ends the open ended previous assignment using the new assignment From Date minus 1 day. |
| Remove | The trash can icon is used to remove the selected
person from the template. When a person is removed from the assignment template, that assignment is removed from the People > Assignment tab too. The previous assignment which had become inactive, if any, should then become active. |
| Save as default | Presets the date for Start Date field. |
| +Add Person | Assigns another person to this same template. Only one assignment template can be active for each person. More than one person can share the same assignment template |
| Save | Saves settings. |
| Cancel | Exits the Assign Template dialog without applying or saving any settings. |