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View Rotation

Summary

 This article explains how to view rotation details in Admin > Rota > Rotation without making any changes. This includes viewing shifts, team assignments, and patterns.

In this article

  • Before you begin
  • Step 1: Access the Rotation Tab
  • Step 2: View Rotation Details
  • Step 3: View Shift Details
  • Step 4: View Team Assignments

Before you begin

  • You must have access to the Admin > Rota section.
  • You need to have an existing rotation created in the system to view it.

Step 1: Access the Rotation Tab

  1. Go to Admin > Rota.
  2. Select the Rotation tab.

Step 3: View Shift Details

Under the Shifts section, you will see:
  1. Shift Name: The name of the shift (e.g., Shift 1, Shift 2).
  2. Shift Policy: The policy assigned to each shift (e.g., Policy 1, Policy 2).
  3. Weekly Working Hours: The timings assigned for each shift across the week (e.g., 11:00 AM - 07:00 PM).
  4. Weekly Off Days: Days off for each shift (e.g., All Sundays off).
  5. Break: The break duration during each shift (e.g., 1 hr 0 mins).

Step 3. Team assignment and cycle start date

  1. In the Rotation Pattern section, you can choose how the shifts will rotate:
    • Employees rotate shift alternatively between: Select the shifts that will rotate in an alternating pattern (e.g., Shift 1 and Shift 2).
    • Employees rotate shift in uneven cycles: This option allows you to select shifts that will rotate in uneven cycles (e.g., Shift 1, Shift 1, Shift 2).
  2. Define the Shift Duration (e.g., 1 week) and set how long the rotation will last.

Step 4: View Team Assignments

  1. Team Assignment: You can assign teams to each shift by selecting the teams in the Teams dropdown. Each shift will have its own assigned team.
  2. You will see the rotation details for each Week (e.g., Week 1, Week 2, etc.). For each week, assign the shifts to the teams:
    • Week 1: Assign Shift 1 to Plumm Team, Shift 2 to Indian Team, etc.
    • Week 2: You can modify the team assignments as needed (e.g., Shift 1 to Indian Team, Shift 2 to Foreign Team).
  3. Set the Cycle Start Date for the rotation (e.g., 25/03/2025). The cycle start date will mark the beginning of the rotation cycle.

Step 4. Save as draft or publish

  1. Under the Team Assignment section, you will see which teams are assigned to each shift.
  2. For example, Week 1 might show:
    • Shift 1 assigned to Team A
    • Shift 2 assigned to TEAM B
    • Shift 3 assigned to TEAM C

Frequently Asked Questions (FAQ)

1. Can I edit the rotation while viewing it?

No, the View Rotation feature is for viewing only. To make edits, you need to access the edit option.
 

2.What happens if I need to update the rotation after viewing it?

If changes are required, you must exit the view mode and access the Edit Rotation option from the Action button.