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ImprovementComing Soon
3 days ago

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, you can now copy matching schedule templates from a previous month into the currently selected month. Simply choose the Month and Year you want to copy from, and the system will automatically load any matching schedules.

If no matching schedules are found, you’ll receive the message: 

“No schedules were found for the selected month and template.”

To help protect your work, you’ll also be prompted before replacing templates that are already loaded. If you select a different source month after loading templates, you’ll 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 your existing templates and leaves the previously selected month unchanged.

This enhancement makes it faster and easier to create recurring schedules while helping prevent accidental loss of unsaved changes.