Manage rule sets

Create rule sets to generate shifts based on the settings in the rule set. If you need to create a rule set which is similar to an existing rule set, use the copy function.

Select a rule set in the list to see all shifts in the rule set. The contract time for each shift is displayed to the left of the shift.

Gather the rule sets you have created in shift bags. Each rule set can be connected to more than one shift bag.

Prerequisites

  • You have the Shifts permission.

Page location

Client > Shifts > Rule sets tab

Procedures

Create a rule set

Create a new rule set to generate shifts.

  1. Click New.
  2. Enter a Name.
  3. Select the Enter key.
  4. Click Save to save the changes.
  5. Define the rule set settings to create basic shifts. See Create basic shifts.

Copy a rule set

To create a rule set which is similar to an existing one, use the copy function.

  1. Click on the rule set to copy.
  2. Click Copy.
  3. Click Paste. A rule set with the same settings as the one you copied is added at the end of the list of rule sets.
  4. Rename the rule set.
  5. Adjust the settings that differ from the original rule set.
  6. Click Save to save the changes.

Rename a rule set

Rename copied rule sets and rule sets that need a more descriptive name.

  1. Select the rule set to rename.
  2. Click Rename.
  3. Enter the new name.
  4. Select the Enter key.
  5. Click Save to save the changes.

Delete a rule set

Delete rule sets which are no longer needed.

  1. Select the rule set to delete.
  2. Click Delete.
  3. Click Yes to confirm.
  4. Click Save to save the changes.

Add a rule set to a shift bag

Add the rule set you created to one or more shift bags or remove it from shift bags it should no longer be connected to.

  1. Select the rule set.
  2. Click Manage rule sets.
  3. Select the check boxes for the shift bags to add the rule set to or clear the check boxes for the shift bags to remove the rule set from.
  4. Click OK.
  5. Click Save to save the changes.

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