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.