Copy Monthly Schedule Templates Across Months
We’ve made it easier to build recurring schedules with a new Copy From option in Monthly View > Add Template.
After selecting a Provider/Resource and Template, users can now copy matching schedule templates from a previous month into the currently selected month. Select the Month and Year to be copied, and the system will automatically load any matching schedules.
If no matching schedules are found, users will receive the following message:
“No schedules were found for the selected month and template.”
To help protect their work, users will also be prompted before replacing templates that are already loaded. If a different source month is selected after loading templates, users will see the following message:
“Changing the month will replace the currently loaded templates, and the current changes will not be saved. Do you want to continue?”
- 'OK' replaces the currently loaded templates with those from the newly selected month.
- 'Cancel' keeps the existing templates and leaves the previously selected month unchanged.
This enhancement makes it faster and easier to create recurring schedules while helping prevent the accidental loss of unsaved changes.