Prior to Adding and updating Duties within Work Patterns, ensure you have created a Work Pattern.
See associated Guide below.
To Edit a work pattern, open the pattern by clicking on the name or the view/edit option. The following actions can only be carried out on work patterns shown under the Draft tab
The work pattern screen will open
- Click Edit to start making the amendments to the work pattern
Updating Standard Duties on A Work Pattern
The Standard Duties have been pre-set by your Organisation, they can be updated at the Work Pattern Level by Work Pattern Planners on DRS.
- Click the Pen Icon to the right hand side of Standard Duties.
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- This will present the Edit Standard Duties pop up screen.
- You can update the Standard Duty types, as well as the start and end times of the duty.
- To change the duties on a specific day, tick the duty required for that day. A purple tick will appear on the duty that has been selected.
- Where a Standard Day has been selected, you can also update the Start and End Time of the shift on the right hand side of the duty.
- Click Save once completed.
Adding Stock Duties to a Work Pattern
Stock Duties have been pre-set by your Organisation, they are used to standardize the naming convention, colour and icon for each duty. This will ensure consistency in their usage throughout the Organisation.
- To add a pre-existing Stock Duty to a Work Pattern, perform the following:
- Click the +Icon to the right hand side of Custom Duties.
- This will present the Create Custom Duty pop-up screen.
- Select the Stock Duty you require for this work pattern.
- Add the Start and End Time for this specific Duty.
- Choose the appropriate intensity for this Duty.
- Click Save.
- This Stock Duty with updated start and End times specific for this Work Pattern will now appear in the list of Custom Duties.
- You can now apply this duty to your Work Pattern.
Creating Custom Duties for a Work Pattern
If Additional Duties are required for a Work Pattern that are not listed as Stock Duties, perform the following:
- Click the + Icon to the right hand side of Custom Duties.
- This will present the Create Custom Duty pop up screen.
- Click Add New Duty on the right hand side of the screen.
- This will present the following screen
- Type the Name of the Custom Duty.
- Add the Start and End Time for this specific Custom Duty.
- Click in the Colour field and a colour chart will be displayed. Select your colour by clicking on it.
- Click on the Icon field and select icon from the chart displayed.
- Choose the appropriate Intensity for this specific Custom Duty.
- Click Save.
- This Custom Duty will now appear in the list of Custom Duties. You can now apply this duty to the Work Pattern
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