HS Scheduling: Unable to Apply Template

Overview

Overview

The Apply button is only available when a template can be applied to the selected schedule. If the button is missing or unavailable, there are a few common causes to check.

For information about creating or managing templates, see:

• HS Scheduling: Creating and Applying Templates
• HS Scheduling: Edit and Delete Existing Templates
   

Troubleshooting

If the Apply button is not available when opening the Templates window, verify the following.

Fig. 1 – Templates menu

Verify the Selected Week

Templates are applied to the week selected at the top of the Templates window.

• Confirm you are viewing the correct week.
• When creating schedules for future weeks, select the appropriate schedule week before applying the template.

Verify the Schedule Status

Templates can only be applied to schedules that have not been started.

If the schedule has already been worked on, it may be in one of these statuses:

• Saved
• Posted
• Reposted

Templates cannot be applied to schedules in these statuses.

If you need to apply a template, delete the schedule first, then apply the template before making any scheduling changes.

See HS Scheduling: Delete a Schedule for instructions.
 

Fig.2 - Screenshot description

Important

Apply templates before creating or editing shifts. Once scheduling work has begun, templates can no longer be applied to that schedule.

Related Articles

HS Scheduling: Creating and Applying Templates

HS Scheduling: Edit and Delete Existing Templates

HS Scheduling: Delete a Schedule