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efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-07-21T13:55:42.120456Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":420,"title":421,"subTitle":422,"slug":423,"display_order":105,"status":26,"is_public":27,"updated_at":424,"author":93,"authorInfo":425,"assign_to":426,"module":427},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-07-21T13:50:36.984663Z",{"id":93,"first_name":95,"last_name":96,"profileImageUrl":97},[],[],{"id":429,"title":430,"subTitle":431,"slug":432,"display_order":114,"status":26,"is_public":27,"updated_at":433,"author":29,"authorInfo":434,"assign_to":435,"module":436},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-08-14T20:21:22.617802Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":438,"title":439,"subTitle":440,"slug":441,"display_order":122,"status":26,"is_public":27,"updated_at":442,"author":29,"authorInfo":443,"assign_to":444,"module":445},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":447,"title":448,"subTitle":449,"slug":450,"display_order":131,"status":26,"is_public":27,"updated_at":451,"author":29,"authorInfo":452,"assign_to":453,"module":454},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":456,"title":457,"subTitle":458,"slug":459,"display_order":141,"status":26,"is_public":27,"updated_at":460,"author":29,"authorInfo":461,"assign_to":462,"module":463},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":465,"title":466,"subTitle":467,"slug":468,"display_order":150,"status":26,"is_public":27,"updated_at":469,"author":29,"authorInfo":470,"assign_to":471,"module":472},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":474,"title":475,"subTitle":476,"slug":477,"display_order":159,"status":26,"is_public":27,"updated_at":478,"author":29,"authorInfo":479,"assign_to":480,"module":481},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":483,"title":484,"subTitle":485,"slug":486,"display_order":168,"status":26,"is_public":27,"updated_at":487,"author":29,"authorInfo":488,"assign_to":489,"module":490},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site","2026-08-03T13:01:37.667364Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":492,"title":493,"subTitle":494,"slug":495,"display_order":177,"status":26,"is_public":27,"updated_at":496,"author":29,"authorInfo":497,"assign_to":498,"module":499},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-14T20:26:09.130655Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":501,"title":502,"subTitle":503,"slug":504,"display_order":186,"status":26,"is_public":27,"updated_at":505,"author":29,"authorInfo":506,"assign_to":507,"module":508},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-03T14:38:44.222787Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":510,"title":511,"subTitle":512,"slug":513,"display_order":204,"status":26,"is_public":27,"updated_at":514,"author":29,"authorInfo":515,"assign_to":516,"module":517},"b59f10bf-2496-4350-afbe-0d946a57ef25","Arez Operate Shift Pricing Help Guide","Understanding Pay Rates, Charge Rates, and Pricing Logic in Arez","arez-operate-shift-pricing-help-guide","2026-07-28T12:34:56.390210Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":519,"title":520,"subTitle":521,"slug":522,"display_order":523,"status":26,"is_public":27,"updated_at":524,"author":93,"authorInfo":525,"assign_to":526,"module":527},"eff1b106-8b98-4dd3-93f4-61b77d9843cb","How Rates Work in Arez Operate","Pay Rates, Charge Rates, and Worker Overrides Explained","how-rates-work-in-arez-operate",39,"2026-06-12T13:35:54.520474Z",{"id":93,"first_name":95,"last_name":96,"profileImageUrl":97},[],[],{"id":529,"title":530,"subTitle":531,"slug":532,"display_order":533,"status":26,"is_public":27,"updated_at":534,"author":29,"authorInfo":535,"assign_to":536,"module":537},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-08-17T09:55:10.286957Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":539,"title":540,"subTitle":541,"slug":542,"display_order":543,"status":26,"is_public":27,"updated_at":544,"author":29,"authorInfo":545,"assign_to":546,"module":547},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-08-17T10:22:35.126842Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],[],{"id":550,"name":281,"slug":282,"description":18,"icon":19,"display_order":283,"articles":551,"subcategories":552},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":554,"name":555,"slug":556,"description":18,"icon":19,"display_order":290,"articles":557,"subcategories":576},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[558,567],{"id":559,"title":560,"subTitle":561,"slug":562,"display_order":11,"status":26,"is_public":27,"updated_at":563,"author":29,"authorInfo":564,"assign_to":565,"module":566},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-08-04T12:38:52.330642Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":568,"title":569,"subTitle":570,"slug":571,"display_order":283,"status":26,"is_public":27,"updated_at":572,"author":29,"authorInfo":573,"assign_to":574,"module":575},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-08-03T13:10:59.711812Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],[],{"id":578,"name":579,"slug":580,"description":18,"icon":19,"display_order":41,"articles":581,"subcategories":600},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[582,591],{"id":583,"title":584,"subTitle":585,"slug":586,"display_order":11,"status":26,"is_public":27,"updated_at":587,"author":29,"authorInfo":588,"assign_to":589,"module":590},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-08-03T13:09:08.588925Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],{"id":592,"title":593,"subTitle":594,"slug":595,"display_order":283,"status":26,"is_public":27,"updated_at":596,"author":29,"authorInfo":597,"assign_to":598,"module":599},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-08-17T09:44:38.501672Z",{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},[],[],[],{"id":429,"author_info":602,"category_info":603,"subcategory_name":606,"published_by_infoame":19,"Helptags":609,"title":430,"subTitle":431,"slug":432,"content":610,"file":19,"summary":32,"sumy_summary":32,"status":26,"featured":611,"view_count":91,"helpful_count":612,"unhelpful_count":612,"display_order":114,"seo_title":613,"seo_description":614,"is_public":27,"assign_to":615,"module":616,"created_at":617,"updated_at":433,"published_at":19,"last_embedded_at":618,"subcategory":336,"category":328,"author":29,"published_by":19,"tags":619},{"id":29,"first_name":31,"last_name":32,"profileImageUrl":33},{"id":328,"name":329,"slug":330,"description":331,"icon":332,"display_order":283,"is_active":27,"created_at":604,"updated_at":605},"2026-01-27T15:13:55.995112Z","2026-08-17T08:13:02.510581Z",{"id":336,"name":16,"slug":17,"description":18,"icon":19,"display_order":11,"is_active":27,"created_at":607,"updated_at":608,"category":328},"2026-01-27T16:07:03.531992Z","2026-07-22T09:35:29.165662Z",[],"\u003Ch3 style=\"text-align: left;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rota Management in Arez Operate \u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Rota\u003C\u002Fstrong> module provides a centralized view of all scheduled shifts, enabling schedulers and managers to create, assign, monitor, and manage worker schedules across multiple sites. From a single screen, you can filter schedules, add shifts, approve holiday requests, perform bulk actions, review shift details, and export rota data.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Accessing the Rota\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the left navigation menu, click \u003Cstrong>Rota\u002FSchedules\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the \u003Cstrong>Rota\u003C\u002Fstrong> tab.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">By default, the rota opens in the \u003Cstrong>Week\u003C\u002Fstrong> view, displaying all scheduled shifts for the current week. You can switch between \u003Cstrong>Day\u003C\u002Fstrong>, \u003Cstrong>Week\u003C\u002Fstrong>, and \u003Cstrong>Month\u003C\u002Fstrong> views using the view selector in the top-right corner of the page.\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fffe849b5-35ca-4305-a606-da83e8e09f28\u002F20260729063430\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Understanding the Rota Layout\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each column represents a day within the selected period, while each card represents an individual shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each shift card displays information such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift time\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assigned worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift status\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker response status\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Check call indicators\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Attendance icons\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional operational indicators\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">At the top of the page you'll also find summary information, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Active Sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Active Workers\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Total Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F4f786c43-5a0e-486b-8fce-6f4de705572d\u002F20260729063928\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Navigating the Rota\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the navigation controls at the top of the Rota to move between different date ranges and views.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Move to the previous or next date range.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Return to the current date by clicking Today.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Switch between Day, Week, and Month views.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Search for workers or shifts using the search bar.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Holiday Hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Understanding Shift Colours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The rota uses colour-coded shift cards and status indicators to help you quickly identify the status of each shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 262px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003Ccol style=\"width: 237px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Colour\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Meaning\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>White\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open Shift (Awaiting Assignment)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Blue\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Awaiting Reply\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Green\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Confirmed\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Grey\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Stood Down\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Red\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Not Ready to work\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Yellow\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"237\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker on Holiday\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Viewing the Rota Legend\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>Legend\u002FFilter\u003C\u002Fstrong> icon on the left side of the rota to display all available status indicators.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The legend includes:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Shift Status\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open Shifts (Awaiting Assignment)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Awaiting Reply\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Accepted\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Rejected\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Cancelled (Stand Down)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Not Ready to Work\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker Requested to Skip Shift\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker on Holiday\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Officer Off Sick\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Attendance & Check Calls\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Check-in Calls Active\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No Book On\u002FOff Recorded\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Book-on Recorded\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Book-off Recorded\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Book On\u002FOff Recorded\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Missed Check-in Call\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Compliance\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Face Not Matched\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Face ID Missing\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Indicators\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Foot Patrol\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Mobile Patrol\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Check-call Image Enabled\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use this legend whenever you need clarification on a colour or icon displayed within the rota.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fa3e1e082-22b3-4aa2-8a9d-6d9b5120bb81\u002F20260729065616\u002Fimage.webp\" alt=\"\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Using Advanced Filters\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Advanced Filters\u003C\u002Fstrong> to expand the filter panel.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Available filters include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Sort Order\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Type\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Industry\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partner\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Region\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Area Manager\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Sites\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Roles\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Positions\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker Type (All \u002F Student)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use these filters to display only the shifts relevant to your search.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Reset Filter\u003C\u002Fstrong> to remove all applied filters.\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F4a57e248-a96c-40c7-bbeb-27c083476116\u002F20260729065705\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Managing Holidays\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>Holiday\u003C\u002Fstrong> button in the top-right corner to create or approve holiday requests.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Approving a Holiday Request\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Holiday\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the worker.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Add Date\u003C\u002Fstrong> and choose one or more holiday dates.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Specify the \u003Cstrong>Start Time\u003C\u002Fstrong> and \u003Cstrong>End Time\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review the worker's holiday eligibility and balance.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Approve Request\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Approved holidays are reflected within the rota and contribute to the Holiday Hours summary.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fbfbc82f6-42c2-46d7-88af-1fdfea11c733\u002F20260729065753\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Adding a Shift\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To create a new shift:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Add Shift\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Complete the required information:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker (optional for open shifts)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Contract\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Role\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Patrol (if applicable)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Add Date\u003C\u002Fstrong> and select the shift date(s).\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Configure Check Call settings:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Disable\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enable\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Image Verification\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the shift start and end times.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Expand \u003Cstrong>Additional Information\u003C\u002Fstrong> if required.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The new shift will appear immediately in the rota.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fada68067-6c74-4578-a742-c6178fd74e71\u002F20260729065842\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Using Select Mode\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Select Mode\u003C\u002Fstrong> allows you to select and manage multiple shifts simultaneously.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can enable Select Mode by either:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clicking \u003Cstrong>Select Mode\u003C\u002Fstrong> from the toolbar, or\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Pressing the \u003Cstrong>Ctrl\u003C\u002Fstrong> key to activate Select Mode.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To use Select Mode:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Select Mode\u003C\u002Fstrong> or press the \u003Cstrong>Ctrl\u003C\u002Fstrong> key.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select one or more shifts using the checkboxes.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The number of selected shifts is displayed at the top of the page.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Action\u003C\u002Fstrong> to perform bulk operations on the selected shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Exit Select Mode\u003C\u002Fstrong> when you have finished.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Bulk Actions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After selecting multiple shifts, click \u003Cstrong>Action\u003C\u002Fstrong> to access the available bulk operations.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Copy Selected\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Duplicate the selected shifts while preserving their configuration.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Assign Worker\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assign a worker to all selected shifts in a single action.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Add Shift Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add internal notes or shift-specific information to every selected shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Add Shift Positions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assign one or more shift position tags to the selected shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Shift Request Notification\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Send shift request notifications directly to workers assigned to the selected shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Remove Worker\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Remove workers from the selected shifts and convert them back into open shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Stand Down\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Mark selected shifts as stood down when they are no longer required.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Delete Selected\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Delete selected shifts from the rota.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3b186cef-0937-44ef-a170-901a55b23d6c\u002F20260729065909\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Actions Menu\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>Actions\u003C\u002Fstrong> menu to access additional rota management tools.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Export\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Export the rota in one of the following formats:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">PDF\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">XLSX (Excel)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">CSV\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">These exports are useful for reporting, auditing, or sharing schedules externally.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Refresh\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Refresh section includes maintenance tools.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Check Calls\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Refreshes check-call information across all shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Timesheet\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Refreshes timesheet data for all shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Book Off\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Refreshes Book Off records across all scheduled shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>History\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rota Roll Back\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Restore the rota to a previous version.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This is useful when recent scheduling changes need to be reversed.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F7d8206fd-7a9f-46cf-a69a-2e5f999dff07\u002F20260729070212\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Viewing Shift Details\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click any \u003Cstrong>shift card\u003C\u002Fstrong> in the rota to open the \u003Cstrong>Rota Detail\u003C\u002Fstrong> window.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Rota Detail\u003C\u002Fstrong> window provides comprehensive information about the selected shift through multiple tabs, allowing you to review worker details, validation status, forms, notes, and other shift-related information.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rota Detail\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Rota Detail\u003C\u002Fstrong> tab provides an overview of the selected shift, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker information\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Partner\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Information\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Time\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Customer\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Role\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Pay Rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Distance to Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Position Tags\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A map is also displayed showing the worker's travel route and the assigned site location.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Quick Actions\u003C\u002Fstrong> section allows you to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Change Worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Stand Down\u003Cbr>\u003Cbr>\u003C\u002Fspan>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F1f5ccb0a-3562-45d5-9380-ff0584eaece2\u002F20260729070316\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Officer Validation\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Officer Validation\u003C\u002Fstrong> tab displays identity verification and compliance information for the worker, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Profile Image\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">SIA Card\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Book On image\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Book Off image\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Face Match Status\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">AI confidence level\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Validation notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can also run \u003Cstrong>Verify with AI\u003C\u002Fstrong> to perform an AI-powered face comparison and save validation notes.\u003Cbr>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fbac53c01-b0f0-425e-bb29-6ce13be5729b\u002F20260729070412\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Job Progress\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Job Progress\u003C\u002Fstrong> tab displays any progress updates or job attachments submitted during the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If no progress information has been recorded, an informational message is displayed.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Daily Log\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Daily Log\u003C\u002Fstrong> tab provides a chronological record of activities performed during the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If no activity has been recorded, the page will indicate that no logs are available.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Shift Forms\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Shift Forms\u003C\u002Fstrong> tab allows you to manage forms associated with the selected shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From this page you can:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">View forms attached to the shift\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Attach additional forms using \u003Cstrong>Attach Form\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review submitted worker forms\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">View the Form Submission Log\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F28379c2f-beab-4e77-aad7-11e354d32f92\u002F20260729070458\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Notes\u003C\u002Fstrong> tab allows administrators to record additional information related to the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can add:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Internal Notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Save\u003C\u002Fstrong> to store your changes.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Notes & Progress\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Notes & Progress\u003C\u002Fstrong> tab provides a consolidated view of all recorded information, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">All entries\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Progress updates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Incidents\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the \u003Cstrong>+ Note\u003C\u002Fstrong> button to create a new note or incident for the selected shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F6cd19039-7330-461c-b01b-790eec63ca78\u002F20260729070614\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Check Calls & Activity Timeline\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The bottom section displays hourly check-call intervals throughout the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Below the timeline, the \u003Cstrong>Activity & Timesheet\u003C\u002Fstrong> panel displays worker activity recorded during the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If no activity has been recorded, the system displays a \u003Cstrong>No Activity Found\u003C\u002Fstrong> message.\u003Cbr>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F0b64fc99-1e25-4b38-93a4-453c855b359d\u002F20260729070638\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Best Practices\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Apply \u003Cstrong>Advanced Filters\u003C\u002Fstrong> before searching large rotas.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the \u003Cstrong>Legend\u003C\u002Fstrong> to understand shift colours and icons.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Export the rota before making significant scheduling changes.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Select Mode\u003C\u002Fstrong> for efficient bulk management.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review \u003Cstrong>Rota Detail\u003C\u002Fstrong> before editing or standing down a shift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Rota Roll Back\u003C\u002Fstrong> only when it is necessary to restore a previous rota version.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>",false,0,"Rota Management in Arez Operate | Arez Documentation","Manage employee rotas efficiently in Arez Operate by creating schedules, assigning shifts, handling rota changes, and maintaining accurate workforce coverage across your sites.",[],[],"2026-07-28T14:13:32.996784Z","2026-08-17T06:25:05.737001Z",[],[621,622,623,624,625],{"id":539,"title":540,"subTitle":541,"slug":542},{"id":529,"title":530,"subTitle":531,"slug":532},{"id":592,"title":593,"subTitle":594,"slug":595},{"id":583,"title":584,"subTitle":585,"slug":586},{"id":501,"title":502,"subTitle":503,"slug":504},1786972978520]