ARTICLE: How to Create Rosters
The Roster Management module provides a simple display with easy functionality to create staff shifts, and edit or delete them quickly. To use the roster system, first we must create rosters to use. Create as many Rosters as required for any need your school may require, and each roster will become visible in Roster Management and individual profiles to manage their access.
GO TO: System Configuration > Lookups
In this example, a Roster called Basketball Academy has already been created at this school.
To create a new Roster, click on 'Add Lookup'.
Enter the details to create your new Roster, as can been seen in this example, the Quad Staff Roster is being created.
- Type - The drop-down selector provides a menu, select Roster
- Label - Create a relevant name for the roster
- Shortcode - This is not required, but is helpful if using the shortcode system
- Ordinal - This is not required, as they will list alphabetically across Reach
- Save and Save Changes on the Lookups page, before the Roster can be seen or used
Now that the Roster has been created, the access must be enabled for specific staff to use it.
GO TO: Main Menu >> People Management >> View Contacts
Search and select a staff member to update, once open, select the Roster tab.
This staff member currently has access to two rosters with Basketball Academy & Jowett House, and we can see the new roster Quad Staff.
Simply tick the box for Quad Staff (selection can be updated at any time), click the Save button when ready.
Now this staff member has been updated, they will have access to that Roster.
GO TO: Main Menu >> Staff >> Roster Management
Click on the Roster drop-down menu to view the available items for this staff member.
Here we can see that the new Quad Staff Roster is now available for use.
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