Settings

Use the Settings page to select a template and make changes to the name or group. You may also delete a template using the Settings page.

Adding a Template

1. Select Templates from the main menu.

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

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. If desired, add shifts from an existing template, schedule, or headcount plan.

6. Select Save.

Editing Settings Information

1. Select Templates from the main menu.

2. Select Settings.

3. Use the Menu button to select the template you would like to edit.
   Example:
   

4. Make changes to the Name.

5. Make changes to the Group.

6. Select Save.

Deleting a Template

1. Select Templates from the main menu.

2. Select Settings.

3. Use the Menu button to select the template you would like to delete.

4. Select Delete.
   Window prompts: Delete Item?

5. Select OK.