The Supervision Roster assigns Supervisors to People and Equipment, assisting in the allocation of time-keeping responsibilities, and in filtering to specific Supervisors for People and Equipment. Allocations can be created and updated in bulk using the import and export functions.
- Click on Settings > Rosters > Supervision Roster
- To export the Supervision Roster
- Select the From date and the To date, then click Export
- Click on the link to download the report
- To import the Supervision Roster
- Click Choose File, then select a file (this may be .csv or Excel).
- When the loading bar is complete, click Upload
- A list of changes will be shown. If there are errors or issues, these will be flagged for review
- Review these changes, then click Apply Changes
- To ensure the correct format is followed, use an exported Supervision Roster as a template for the import file. Click the Resource Supervisors File to display the column mapping. The import file can be in vertical or horizonal layout.
Refer to Rosters - Export and Import File Formats for further details.
