Recurring Template

Recurring Templates:

• Are edited in a grid of item (station or employee) versus days.

• Allow for drag-drop, multi select copy/paste, and several other keyboard shortcuts detailed below.

Adding a Recurring Template

1. Select Templates from the main menu.

2. Select Templates > Add or Add to add a new template. Example: Add Template

3. Type a Group name if you want the template placed in a folder with a name. Note: This helps you collect a series of related templates into one folder. Remember, you can group the Templates table by any column.

4. Type a Name for the template.

5. Select Type: Recurring

6. Enter the number of days for the recurring pattern

7. Select a Start Date (Day 1 will be on this date and all shifts will recur after that.)

8. Select Save.

Editing in the grid

• Double-Click cell (or click "Add") to add shifts

• Double-Click shift to edit

• Click or Ctrl-Click to select cells

• Ctrl-Click to select shifts
• Double-Click row or column header to select all

• Esc key (or click "None") to un-select

• Ctrl-C to copy

• Ctrl-X to cut
• Ctrl-V to paste (Relative to the top-left selected item)

• Delete key to delete

• Drag the handle (⋮⋮) to move a shift

• Click "HowTo" below the grid to see editing information.