This guide has been created for system administrators.
Specific role permissions may be required, including: Users.
Overview:
Occasionally you may need to update or refresh a user's rota pattern - this would be required when it has not correctly extended to the following year, or when you have amended the rota pattern on a global level, and need to ensure the changes go through to the user.
This guide will assist you through the steps required to refresh the users' rota configuration.
Step-by-step guide:
- Navigate to: Admin Tools > Users > Users
- Use the search filters to find the user you wish to update, then press the blue “Edit” button on their row.
- Press the “Rota” tab.
- Scroll down to "Revert to inherited rota"
- Select "Revert all".
- This will then revert the rota to the default pattern, as a result, any incorrect rota data will be removed – select "Save all changes" to confirm.
- Now you'll need to re-apply the pattern - for this, click on "Apply rota".
- Locate the rota you wish to apply, and press the "Apply" button for that row.
- Input the "Start date" for the rota being applied, and click on "Confirm".
- Click on "Save all changes".
This will then re-apply the pattern and update any absence records that the rota covers.
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