Creating and editing providers rotas

In EXACT a rota is the regular working hours a provider at the practice is scheduled to work. This can be a simple Monday to Friday rota with a lunch break, or a rota spanning different hours over different weeks with various set "break" times for work not involving patients.

To set up or edit a provider's Rota:

1. Navigating to the Rota Configuration screen
   • Click the spanner icon in the top right of the appointment book
   • Select Manage Provider Rota Hours
   • Highlight the provider whose rota we are updating and click Ok
   • Click the Create Block Rota button to enter the rota configuration window
2.  Configure Rota Length: Rota Length (Weeks): 
   • Enter the number of weeks in the cycle.
   • To repeat the same hours every week the Rota Length would be 1.
   • If the provider worked different hours / different weeks then you can select the appropriate number of weeks in the rota. As the number of weeks is increased (up to a maximum of 6) extra Tabs will be added.
     
3.  Set a rota Start and End date
   • Enter the date you want the rotation/cycle to begin into the start date.
   • Enter the date you want the rota to apply up until into the end date
     
     
4. Selecting Workdays
   • Tick the check boxes beside each day to indicate what days the provider is available.
     
     
5. Set day start and end times
   • For each day enter the appropriate start and end times. Be sure to specify "am" or "pm" unless you are using a 24 hour clock format.
     
     
6. Lunch Breaks
   • If the provider has a lunch break tick the corresponding checkbox
   • Enter the start time for the lunch break, along with its duration (not the end time)
     
     
7. Other Breaks
   • If you wish to incorporate breaks into the day, tick the appropriate Break 1 / Break 2 checkbox.
     
     
8. Multiple Weeks
   • If the Rota contains multiple weeks repeat this process on the other week tabs.
     
     
9. Finalising the rota setup
   • Once the setup is complete click Ok to finalise.
   • A loading bar will appear showing the progress. Once this disappears the Rota will be set