Managing Calendar views
Navigation: Sidebar > Roster
You can easily toggle the calendar layout to suit your scheduling needs. Use the view dropdown menu in the top utility bar to switch between the following perspectives:
Day: Zoom in to manage detailed, hour-by-hour schedules for a single day.
Week: The standard view for mapping out weekly staff rotations.
Month: A high-level overview to track long-term coverage and shift patterns.
List: Displays all upcoming shifts in a sequential text list for quick auditing.
Resource: Groups the calendar grid by specific assets or tools rather than staff members. To know more about resource view, view this article: https://app.intercom.com/a/apps/x43rx069/settings/helpcenter/4459010/collections?activeContentId=18056636&activeContentType=article&editorMode=view
Map: Visualises shift locations geographically to optimise travel times for field staff.
How to access Configuration
Navigation Path: Sidebar > Roster
Navigate to the Roster module.
Click the More button in the top utility bar.
Select Configuration at the bottom of the dropdown menu.
Appearance Settings
Manage how the scheduler looks and the specific timeframes visible on your grid.
Shift Style: Choose how shifts are visually represented in the calendar grid.
Subtle: Displays shifts with a light background and a colored left border.
Solid: Displays shifts with a bold, fully colored background for higher visibility.
Default Shift Duration: Use the dropdown menu to set the automatic length for any new shift you create (e.g., 1 hour).
Show Weekends: Toggle this On to include Saturday and Sunday in your calendar view, or Off for a Monday-Friday focused view.
Roster Time Visibility: Set the start and end hours for your vertical scroll range. This helps you hide inactive night time hours and focus on your core service windows.
Event Card Visibility: Take complete control over the text layout hierarchy of your calendar tiles by customising exactly what information surfaces at a single glance.
Other Scheduler Settings
Fine-tune the behavior of buttons, sidebars, and alerts.
Compact Sidebar: Toggle this to enable a streamlined sidebar when viewing and editing shift details, maximizing your calendar screen space.
Hide Site Switch: Enable this to remove the site/roster toggle from your header if you primarily manage a single location.
Hide Vacant Button: If you do not utilize vacant shift management, you can toggle this to remove the "Vacant" button from your header for a cleaner UI.
Stack event cards: Layer multiple daily appointments vertically down a single column instead of compressing them side-by-side horizontally, ensuring all text labels and shift details remain fully visible.
Disable SCHADS Alerts: Toggle this On to turn off automated alerts and calculations related to the SCHADS award.
Skip Clock-in Confirmation: Enable this to bypass the confirmation dialog box when performing manual clock-ins, allowing for faster data entry.
How far in advance can I view shifts?
The roster allows you to look ahead and view scheduled shifts up to six months in advance.
Why am I seeing filtered shifts on the mobile app?
Currently, when you filter out staff within the web application, that filter only applies to the web view. Those filtered shifts will still show in the roster calendar when viewed on the mobile app.