you, thank you, thank you!!!!! I love your software! You've simplified my job
by 300% and have allowed me to make people happy by scheduling around their schedules.
role is a position, also called a Ministry, Duty, Qualification or
Skill, which needs to be filled by one or more suitably qualified persons
in order to stage an event (service, meeting, shift). For example, in a Church
Service, "Organist", "Overhead Projectionist", or "Reader"
may all be required roles. Individuals may be assigned to one or more roles. When
assigned to a role, the individual (or another person) can nominate a desired
frequency of usage (such as once a week, twice a month, or 7 times a year). The
Automatic Scheduler uses this information to balance the roster as fairly and
appropriately as possible.
Roles are created
and managed in the Roles panel:
For the purposes of the automatic scheduler, roles can be made compatible.
By default roles are incompatible. The same person cannot be allocated to two
incompatible roles on the same event date/time. By making roles compatible you
can allow for people to be scheduled to multiple roles on the same event. You
can even set the degree of compatibility - so that the automatic scheduler will
activitely try to put the same individual into multiple roles, or require them
to be on most roles where they are available for both roles.
By default, all roles are required by all events (services/meetings).
The "Appies to Events" list is used to restrict the events for which
a role is required. For each event you can define how many of each kind of role
is needed (or for all) and how many times/days/weeks/months consecutively to roster
the same person for this role, for this event.
field can optionally be used to indicate where there is a specific person with
overall oversight of a specific role. Their name will appear in the roster for
this role allows
you to temporarily prevent or allow a specific role from being included in the
current master schedule.
add role members into the Role Members list. They can be activated or inactivates
via the check box. If inactive, the automatic scheduler will ignore them when
building the schedule for that role. The various role member parameters, such
as Event, Fixed usage, whether they are spare or trainees, and enforced break,
can be edited by double-clicking on a role-member.