Once you have defined your Category names, they will appear in the Category dropdown menu on your Schedule pages.
You can choose a category when adding new shifts or click any shift to edit and choose a category or you can set multiple shifts into a Category using the Multi-Shift Edit Schedule View.
Setting Existing Shifts to be in a Category:
From any Schedule View: - In the Schedule View dropdown, choose Multi-Shift Edit
- Choose a Day or the Week Tab to see all of the shifts you want
- Sort the display by any column by clicking the title - Ex. if setting night shifts, you might want to sort by Time
- Change the dropdown box for each shift to be the Category you want
- When finished, click the Save Changes button
To test the Category and view the shifts
From any Schedule View: - In the Category dropdown, choose your new category name
- (Be sure the Positions dropdown is set to All Positions)
- The Schedule View will now include only the shifts in that Category
- You can also filter on a position to see only shifts that are in both that Category and that Position
Note: Changing an existing shift to be in a Category DOES NOT change the times or any items set in the category defaults. Category defaults are only used when Adding New Shifts.
|