Base Roster Configuration
Configuration of Base Rosters includes:
- Creating one or more Base Rosters for access from the Resource Roster Console.
- Subscribing users to a public work group to receive email notifications of roster validation and/or replication.
- Subscribing users to a public work group to receive email notifications of roster publication processing.
Create Base Roster Periods
To enable access to base rosters, a Salesforce system administrator is required to configure the base rosters using Salesforce custom settings.
The Salesforce custom setting Skedulo Shift Type Setting is used to enable the use of the base roster. Add a new Skedulo Shift Type Setting record and enter the following values. All other values can be left blank.
Base rosters are enabled by using a previous time period where there are no jobs, shifts, or activities.
| Custom Setting Field | Value | Example |
| Name | A short, unique descriptive name for the roster | Base Roster 1 |
| Category | A category name for listing and managing base rosters within the custom setting | baseRoster |
| Order | The order in which the base rosters are to be listed on the console | 1 |
| Start Date | The start date of the base roster in format: yyyy-mm-dd | 2019-07-14 |
| End Date | The end date of the base roster in format: yyyy-mm-ddNote: End Date must be no less than seven (7) calendar days after the Start Date and no greater than twenty-eight (28) days after the Start Date. This restriction has been added to limit the data processing load on customer Salesforce orgs. | 2019-07-27 |
Subscribe Users to Roster Replication Notification Group
Following roster validation and/or replication processing, an email notification is distributed to all users added to a Salesforce public work group.
Add users who are to be notified to the ‘Roster_Replication_Notification’ public work group.
Subscribe Users to Roster Publication Notification Group
Following publication processing, an email notification is distributed to all users added to a Salesforce public work group.
Add users who are to be notified to the ‘Roster_Published_Notification’ public work group.