Creating a Full Roster
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Creating a Full Roster

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Article Summary

Roster Creation

To create a Roster undertake the following pages and steps for details (each link will open a new page):

  1. Adding a Roster

  2. Link the roster to an event or create a new event if one does not exist whilst still in the Add Roster screen. You can either create the event first or create the event while you are adding a new roster.

  3. Add positions to the roster.

  4. Add people to the positions.

  5. Add notes to the People, Groups and or Events if necessary.

  6. Set the Group Settings - for example, the email or text reminders, plan or live mode etc.

  7. Setup the Email Template and email the roster as an attachment to all rostered people. Make sure the confirm/reject link personalisation is in the body of the email template if you want them to respond this way.

  8. Mark the Availability of those rostered. If rostered people have confirmed or rejected their availability by clicking on the link in the email, it will automatically update infoodle.


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