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User level - Rota refresh

If a rota pattern needs to be reviewed and updated, for example, if it does not match the HPD. You will need to review the below steps: 

Navigate to Admin tools > Admin panel > Global > Rota setup

Search for the rota pattern and click Edit

Amend the days, start/end time and duration as required

Click Save

When the rota pattern has been altered/ amended within the rota configuration page, edays will not automatically apply the changes to the user(s). This will require the pattern to be removed and reapplied for each user—if applied on a user level.  

If you wish to reapply for a specific user, please see below: 

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 and select.

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, press Apply rota.

Locate the rota you wish to apply, and press the blue Apply button for that row.

Input the Start date for the rota being applied, and press the blue Confirm button.

Press the orange Save all changes button.

This will then re-apply the pattern and update any absence records the rota covers. 


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