Create an Assignment Rotation

The days in rotation must include scheduled and non-scheduled days in a Shift and/or a Shift Mask. Example shown in the table below.

Sunday Monday Tuesday Wednesday Thursday Friday Saturday Total Days in Rotation
Shift 1 off day off day Shift 1 Shift 1 off day off day Shift 1 in rotation for 7 days
Shift 2 off day off day off day Shift 2 Shift 3 Shift 3 Shift 2 in rotation for 5 days
Shift 3 Shift 3 Shift 3 off day off day Shift 3 Shift 3 Shift 3 in rotation for 9 days

To create a new assignment rotation in the person’s Assignment tab:

  1. Click Add.
  2. Select New Rotation.
  3. Enter the total number of alternating assignments or cycles in Add Rotation.
  4. Click OK. The total number of assignments display below Rotation in the Assignments pane.
  5. Select the first assignment starting from the top of the list.
  6. Go to the General panel. Enter the start date of the rotation in Staring Rotation*.
  7. Go to the Assignment Details panel. Enter the number of days within the selected Assignment in Days Rotation*.
  8. Select the shift that corresponds with the date entered in Starting Rotation.
  9. In the remaining fields select the organizational levels to create the first assignment in this rotation. Be sure the areas selected correspond with the date entered in Starting Rotation.
  10. Click Save to set the first assignment in the rotation.
  11. Select the next assignment below the Rotation section.>>> Do not change the Rotation Starting Date <<<
  12. Go to the Assignment Details panel. Enter the number of scheduled and nonscheduled days within the selected Assignment in Days Rotation*.
  13. Select the shift that corresponds with the date entered in Starting Rotation.
  14. In the remaining fields select the organizational levels to create the next assignment in this rotation. Be sure the areas selected correspond with the date entered in Starting Rotation.
  15. Click Save to create the second assignment.
  16. Repeat steps 11 through 14 until you’ve completed the entire rotation.

Open the person’s calendar and review the flow of the rotation. Adjust as needed. The most common mistake is due to an incorrect rotation start date and/or excluding the nonscheduled days count in a shift pattern for the number of days in rotation.