Navigate to PowerRoster App > Rosters > Roster Persona.
Select +New.
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Fill in the required fields and Save.
Field | Description |
*Name | Enter the Name of Roster Persona. For example, Senior Emergency Responder, Administrator, etc. |
Organizational Unit | Select the Organisation Unit from the lookup if applicable. |
Resource Type | Select Resource Type. A classification that describes who or what the resource is and how the resource relates to your organisation. For example, Generic, Contact, User, Equipment, Account, Crew, Facility, etc. |
Characteristics and Skills | Find and select the required Characteristics and Skills. |
Categories | Find and select the required Categories. |
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Add Characteristics and Skills
Characteristics are skills or attributes that can be associated with a Roster Persona and a Bookable Resource. PowerRoster uses Characteristics to filter and match the skills of the available resources to ensure the correct resource is assigned to the Shift or Roster Position.
Characteristics can be used to indicate a license or certification needed to complete a certain type of work. E.g. clearance for working at heights, or a first aid certificate.
Navigate to Roster Persona> Characteristics and Skills section.
Select +New Persona Characteristic.
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Fill in the required fields and Save.
Field | Description |
*Characteristic | Find and select the required Characteristic. |
Rating Value | If applicable, add a Rating Value for the resource. |
*Roster Persona | Roster Persona is auto populated if the record is created from Persona. |
*Owner | By default, the name of the current user is displayed in the Owner field. |
Add Categories
Persona Categories let you group your Bookable Resources by Type. For example, you can create categories like Supervisor, Administrator, or Technician.
Navigate to Roster Persona> Persona Category section.
Select +New Persona Category.
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Fill in the required fields and Save.
Field | Description |
* Category | Find and select the required Category. |
*Roster Persona | Roster Persona is auto-populated if the record is created from Persona. |
*Owner | By default, the name of the current user is displayed in the Owner field. |