Rolling + Auto Templates

Table of Contents

• Section 1: Introduction
• Section 2: Important Notice & Actions
• Section 3: Step-by-Step Guide
• Section 4: Additional Resources

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Section 1: Introduction

M7 has updated its templates to allow the following:

1. Template patterns can now be up to 12 weeks in length and can be shorter or longer than a designated schedule period.
   1. Definition: A rolling template is a rotation/pattern that does not correlate with the length of a schedule period.
   2. Example: Staff Member A works every third weekend in a four week schedule period. The actual weekend they are working changes with each schedule period (i.e. this weekend will rotate to be on the first, second, third, or fourth weekend of the schedule periods based on the start date of the template)
2. All templates will automatically apply to all created schedules in the “Collecting” phase
   1. Schedulers will no longer need to manually apply templates starting on 1/29/26

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Section 2: Important Notice & Actions

‼️  Important Notice: You will no longer see the option to “apply” templates because M7 will automatically apply all templates to “Collecting” schedules created starting on Thursday, 1/29/2026.

➡️ Action: Please review your roster(s) and un-assign or delete any templates that should not create shift preferences. Otherwise, preferences from these templates will automatically be applied for associated staff in future schedules starting on 1/29/26.

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Section 3: Step-by-Step Guide

To create a rolling template, navigate to the roster or a schedule in the “Collecting” phase

Step 1: Navigate to your “Preference Templates”

Schedule Grid:

Note: This option will not appear for schedules in the “Balancing” or “Posted” phases.

Roster:

Step 2: Click on “Create Preference Template”

Step 3: Fill out the following:

1. Label
2. Name
3. Color
4. Effective start date
5. Pattern of week(s)
6. Select the day(s) of the week for this rotation
7. Apply the desired shift type (Day, Night, Mid, etc.) to the rotation

Step 4: Save!

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Section 4: Additional Resources

Need more help?

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