Modify the order of a member in a roster
You can modify the order number for a member without affecting the past shift schedule.
Before you begin
Role required: rota_admin, rota_manager, or admin
Procedure
Navigate to All > On-Call Scheduling > My Group Schedules.
Open the required shift form.
In the Rosters related list, click the information icon (
Image omitted: icon-information.png
Information icon. \) for the roster in which you want to modify the order of a member.
Information icon. \) for the roster in which you want to modify the order of a member.
Click Open Record.
On the Roster form, click Move in the Members related list.
On the form, fill in the fields.
| Field | Description |
|---|---|
| From date | Date from when the order change applies to the member.Note: The member's order will be active on the roster in the next rotation. |
| Member | Name of the member to update the order. |
| Current roster | Roster from which you navigated to the form. |
| Shift | Name of the shift. |
| Move type | Type of move.- Move after: Moves the order of the member after the target member. - Swap: Swaps the order of the member with the target member. |
| Target member | Name of the member with whom the order is swapped or after whom the member will be in the execution order. |
| Rosters | Rosters affected after modifying the order of a member. This field is auto-populated by comparing the members in the rosters. If a member exists in more than one roster, both the rosters are auto-populated to avoid conflicts in schedule. |
Click Submit.
The member appears in the new order. The original record has a To date for the end of validity and the new record has the current date as the From date for the start of validity.
Parent Topic:Managing roster members