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Create and manage roster types

In this article, we explain how to set up and manage roster types.

Written by Emma Ianson

Roster types help you identify and organise bookings, requirements, and availability on the roster. You can create new types, assign colours, and apply them when setting up work.

Create a roster type

To create a roster type, follow these steps:

  1. Click Setup.

  2. Click Roster Types.

  3. Choose Availability, Requirement, or Booking from the drop‑down list.

  4. Click Add.

  5. Enter a description.

  6. Choose colours:

    • Booking: Confirmed and Unconfirmed.

    • Requirement: Covered and Uncovered.

    • Availability.

  7. Click Update.


Add a roster type to the roster

When creating or editing items on the roster:

  • Choose the roster type from the drop‑down labelled Booking Type, Requirement Type, or Availability Type.

This applies the chosen type and colour to the roster entry.


Change the colour of a roster type

To change the colour of a roster type, follow these steps:

  1. Click Setup.

  2. Click Roster Types.

  3. Click Requirement from the drop‑down list.

  4. Find the roster type you want to change.

  5. Click Edit.

  6. Choose a new colour. For example, change the uncovered colour.

  7. Click Update.

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