The top section of the window allows you to create or edit the templates that can be used to quickly define the schedule of a single shift.

To edit an exsisting schedule, just change the data for this template and click on (Save) in the Home ribbon.

To create a new schedule template for a shift:  

1.Click on an empty line in the section.

2.Using the drop down menu, select a shift type

3.In the columns Start and End, enter the start and end times.

The description field will be added according to the hours entered. This is what will be displayed in the "Add batch requests" window or in the Schedule tab for grouped shifts where you can enter the schedule for a shift.

4.If the shift is a split shift, click on the button to launch the PRIM010 window and define work periods.

5.Make sure the appropriate check boxes are ticked:
Active: The template will be available in PRIM Logix.
Web: The template will be available on the Web portal for clients who can create requests.
Default: This check box can only be ticked on one template for each shift type. This is the template that will be applied for default hours of new clients when created.  
Do not display in general menu : I f this check box is ticked, the template will not be displayed in the list of available templates for clients not using custom templates.

6.If desired, you can create a shortcut for your template.

7.If applicable, you can add a Code to the template.

This code will be displayed in the list of available templates, both when creating a request or when adding templates to a client using custom templates.

8.If applicable, add to the list the customizable clients that will be using this template.

In order to be able to add them in the list, the clients must have been define as using custom schedule templates in Settings / Default hours tab of the client window.

9.Click on (Save) in the Home ribbon.

In the lower section, you will find templates for a complete week. In each template created , you can indicate the days included, and the schedule for each day.  

You can edit existing templates or create new ones.  

To create a week template: 

1.In the left section, click on an empty line, name the template, tick the appropriate check boxes and save.  

If a sorting is applied on the « Description » column, once you save, the template will be reclassified in the list in alphabetical order.

2.If you wish, create a shortcut for the template.

3.In the right section,  click on an empty line and indicate the day and shift type.

4.Indicate the start and end times for this day.

To create a template with undefined or open hours, you can tick the "Open hours" check box (see the Saturday example in the image below (4b). However, we recommend setting at least a start time.  

5.If the shift is a split shift, click on the button to launch the PRIM010 window and define work periods.

6.Repeat the above steps for each day that should be included in the template.

7.If applicable,  add to the list the customizable clients that will be using this template, and then click on (Save) in the Home ribbon.