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Managing Roles Continue tour >>

A 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:

Compatible Roles.
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.

Applies to Events...
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.

Contact. The Contact 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 that role.

Schedule this role allows you to temporarily prevent or allow a specific role from being included in the current master schedule.

Role Members
You 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.

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