Locked Preference Templates

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Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources

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Section 1: Introduction

Schedulers now have the ability to mark preference templates as immoveable or locked, so staff cannot update their rotations during Collecting in the Staff App.

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Section 2: Step-by-Step Guide

Step 1: Navigate to the Roster

• Click the three dots in the upper-right corner and select “Update Preference Templates.”

Step 2: Select "Preference Templates" 

• A new "Immoveable" checkbox will appear, allowing you to select whether the preference template will be locked for staff.

• You can select and lock individual shifts within the schedule grid!

• You can apply locked shifts in “Bulk Edit” mode!

          

Note: Locked preferences will appear a lighter color in the schedule grid.

Additionally, if a preference template is updated, the changes will apply to a staff member’s template across both current and future schedules—this includes updates to locked templates as well as general templates.

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Section 3: Additional Resources

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.

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