Adding a Shift

The Add Shift option will open the Create Shift modal.

Fig: Create shift modal

The All Day function will make the record a 24-hour shift for the date selected.

Fig: The create shift all-day option

Additional Fields is a method for configuring the collection of additional information for the Activity for your business.

Note: Additional fields can only be added by a Salesforce system administrator.

Viewing a Shift

Hover over the shift record to display a summary of the shift.

Fig: Viewing a shift on the roster resource console

Updating a Shift

Right-click an existing shift record to display shift record options.

Fig: Shift options

Shift options:

• Edit Shift – Select to edit shift details.
• Delete shift – Select to delete the shift.
• Cancel – Select to cancel the display of the options.

When deleting a shift, a Delete Shift? modal is displayed to confirm that the shift record is to be deleted.

Note: Once deleted, the shift record cannot be retrieved.