Templates allow you to capture the Drafting Bench requirements of a specific day in order to use them again in the future, thus speeding up the planning process. This guide will show you how to save, load and manage your templates.
It’s important to note that saving as a template only saves the requirements that are in the Drafting Bench, not the count of any shifts that have been allocated to the Rota.
It is best practice to save any complete Drafting Bench requirements as a template for future use. Next time you use the Drafting Bench on a day with similar staffing requirements, you can then simply load your saved template.
Saved templates should be seen as modular building blocks that can either be used individually or combined to create your daily requirements. For example:
By selecting ‘Manage Templates’, you can delete any of your saved templates should you no longer wish to utilise them.