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How to set up shift patterns

Written by Charnjit Singh Dharival

How to setup a shift pattern in Orchestrate.


By default, shifts are off for all resources. To use shifts for a Resource follow these steps:

Set the resource to use shifts.

  1. Navigate to the Resources Table.

  2. Choose the Resource required.

  3. Press the edit button.

  4. Set the column Shift Editing Method to On/Off to have the resource set on shift or off shift.


Create the shift patterns.

  1. In the Resources menu.

  2. Choose Shift Patterns and Working Hours.

  3. Click the New button on the right-hand side.

  4. Select the Default template.

  5. Enter a name and fill out the hours with the shift pattern.

  6. Save the shift pattern and Close the Shift Pattern Manager.


Assign the shift patterns to the Resource.

  1. In the Resources menu.

  2. Choose Default Shift Pattern Assignment.

  3. Set the shift pattern filter to the new shift.

  4. Tick the boxes for each weekday to mark whether they are on or off shift.


Change specific days to reflect site closures and holidays

  1. In the Resources menu.

  2. Choose Daily Adjustment.

  3. Choose the shift pattern in the filter.

  4. Mark individual days as on or off shift as necessary.


View shift patterns on the plan

Off-shift time is marked on the plan with a grey background.

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