One-day training course for RotaView users
RotaView is a computerised shift planning and administration system. It is used by a growing number of organisations from a cross-section of business sectors. For more details select the RotaView option from the menu available on the Home Page.
Objective
This hands-on course has been designed for both new and experienced users of RotaView. Each delegate is provided with a PC and a specially designed training database. They also have access to a copy of their company's database should they wish to try out some new ideas. Working through a series of exercises at their own pace, new users will receive a good grounding in the basics of running the system, while experienced users will be able to explore some of the more advanced features.
Outline
 | Rotas - a description |
| RotaView overview |
| Basic functions - adding staff; assigning staff to rotas; moving staff between rotas; making shift changes; allocating holiday and sickness |
| Views (user-defined reports) - creating and printing out |
| Listing out basic data (eg. shift codes, rotas, staff records, holiday entitlements) - use of "filters" |
| Calendars |
| Problem solving exercises |
| Holiday management - using holiday targets |
| Overtime management - using "memos" for overtime reasons - overtime analysis reports |
| Creating a rota - defining rota lines - assigning staff to rota lines |
| Shift and holiday target setting |
| Staffing levels by time of day |
| Creating Views that are sub-sets or combinations of "areas" |
| Interface with other Windows applications |
| Creating reports in Microsoft Word using "template" files |
| European (or company) working time rules checking |
| Security - setting passwords |
| Memos |
| Creating charts |
Aimed at
Anyone who is either using or intending to use RotaView.
Contact
Resource Analysts LtdTel: +44 (0)1273 202880 Email: info@rostering.co.uk