Schedules & Attendance: Introduction to Schedule Templates

The next step in the scheduling process involves creating Schedule Templates. Templates can be created and followed by Site (Client), Zone, and Departments. You can set up weekly, bi-weekly, and custom length schedules in TrackTik. The most common scenarios are weekly schedules.

These are the basic steps involved in scheduling:

  • Create a Template
    • Choose the right Settings
    • Assign Officers to the Site
    • Create Recurring Shifts
    • Assign Recurring Officers to Shifts
    • Manually confirm Template
  • Switch to the Schedule
    • Create Ad-Hoc Items
    • Assign Vacant Shifts
    • Roll the Schedule to confirm
    • Publish the Schedule on the platform
    • Distribute the Schedule to Officers

The following sections describe how to perform each of those steps.

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