Rostering

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This is a general overview of the process of using the Rostering module in Charitylog. For specific instructions on how it is to be used within different parts of the organisation, see the Projects (Services) page.


What is the Rostering module?[edit | edit source]

The Rostering module is made for pre-planned visits. The visits may be regular/recurring visits - "one befriending visit each Monday at 12.00 for an hour" - or they may be one off visits. These visits are detailed on a Roster Plan, which is linked to a Referral for the Member.

The Roster Plan is used to create Job Cards. Each Job Card has a date, time, worker, duration, and more. Job Cards relate directly to visits - one visit per job card. It's important to realise that the Roster Plan doesn't relate directly to visits; it is only used to create Job Cards.

The process for creating Job Cards is:

  1. Use the Confirm Work Schedules option to see a selection of possible job cards.
  2. Choose the job cards from the selection that you want to create, and create them.
  3. Once the visit is done, update the Job Cards as appropriate.


1. Confirm Work Schedules[edit | edit source]

Click the "Confirm Work Schedules" option in the "Roster Worker" tab.

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This will take you to a search screen, of sorts...

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At this point you choose your criteria for looking for job cards. To get possible Job Cards, the system will look at all the Roster Plans on the system that match your criteria, and return all the possible Job Cards that result. The main thing to choose is a date range, but you can also tell the system to only look at Roster Plans for a certain Project - and once you've selected a date range and Project, you can filter down further by looking only at a single Worker or a single Member. Then click "Create Unconfirmed Schedules".

2. Confirm Work Schedules - stage 2[edit | edit source]

Screen Shot 2018-10-24 at 15.58.08.png


This page displays all the possible Job Cards (I've obscured the names of the Member and the volunteer).

You can now check whether these Job Cards are correct. You can rearrange or reassign individual Job Cards at this point if necessary.

Put a tick in the box for any Job Cards that you do want to create, and then click "Create Unconfirmed Schedules".


Working with Job Cards[edit | edit source]

The Job Cards now exist on the system and are waiting to be updated. There are a few different ways to view the Job Cards, depending on what you need:


Viewing with the Calendar[edit | edit source]

There is a calendar which can be accessed from a link in the "Contact Management" menu.

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This calendar shows all sorts of activity