How to Copy Schedules

Your daily staff schedules may be similar from day to day and from week to week. In this case, copying schedules from one week or day to another and then fine-tuning them is faster than building a new schedule "from scratch."
To Copy Schedules:

  1. Go to the Today> Operations Planning> Scheduling  > Weekly Summary tab.

  2. Ensure the week you are copying information to is displayed in the Weekly Summary view.

  3. Right-click on the day or week you are copying to and then click Copy Wizard.



  4. In the Copy Wizard window, select Day to copy one day's information or Week to copy an entire week.

  5. Select Requirements to copy skill requirements or Schedule to copy scheduled shifts.

  6. In the calendar, click to select the week or day that you are copying information from.

    Important If you copy information to the wrong day, that day's scheduling information will be lost.


    Ensure that the week or day under Copy To is correct, and then click OK. The information is copied.

 

 

 

 

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