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Bulk-assign a rotation

If your organisation has bulk rotation assignment enabled, you can assign a rotation to many people at once instead of placing them one by one. There is a preview step so you can check the outcome before anything is applied. You need the Plan rotations permission.

Choose who and which rotation​

  1. In Planner, open Bulk Rotation from the menu to start a bulk rotation assignment.
  2. Select the people you want to include. You can pick several crew members in one go.
  3. Choose the rotation to apply and the start date the pattern begins from.

The Bulk rotation change wizard on the Choose rotation step for the selected people, with the Assign a rotation option, the chosen rotation and its on/off pattern, the start-date mode, and the start date.

Preview the outcome​

Before anything is written, the app shows you what the assignment would do:

  1. Review the preview. It shows how each person's on and off days would be laid out.
  2. Look for anything the change would break, such as a clash with days a person already has planned.
  3. Go back and adjust your selection or the start date if the preview is not what you want.

The Review and apply step of a bulk rotation change, listing each selected person with their current and new rotation, the start date, and an OK or conflict status.

Apply the change​

  1. When the preview looks right, apply it. The app writes out the on and off days for every selected person across the cycle.
  2. Check the schedule board to confirm the people now show the rotation you assigned.

As with a single assignment, a rotation fills roughly one year ahead and then stops, so extend or re-assign later to keep coverage going.