Rota How To

Modified on Mon, 19 Oct at 1:48 PM

# Rota How To (TEST)


Welcome to our Rota How To guide! This article will provide you with step-by-step instructions on how to effectively use the rota system through our portal. Whether you need to update contacts or amend dates, we’ve got you covered!


## Instructions to Use Rota


Using the rota system is simple and user-friendly. Follow these steps to ensure you can manage your rota efficiently:


### 1. Access the Portal


To get started, you’ll need to log in to the rota portal. Open your web browser and navigate to the portal's URL. Enter your username and password to access your account. If you encounter any issues logging in, please reach out to our support team for assistance.


### 2. Update Rota


Once logged in, you will be directed to the main dashboard. Here, you can view the current rota schedule. To make updates, look for the “Update Rota” section. Click on it to access the editing interface.


### 3. Amend Contacts


If you need to update contact information for team members, navigate to the “Contacts” tab. Here, you can add new contacts or edit existing ones. Ensure that all information is accurate, including names, phone numbers, and email addresses. This will help maintain effective communication within your team.


### 4. Change Dates


To amend dates on the rota, go back to the main rota schedule. Click on the specific date you wish to change. You can then select a new date or adjust the time slots as necessary. Make sure to save your changes to ensure they are reflected in the system.


### 5. Save and Confirm Changes


After making all necessary updates, don’t forget to save your changes. You should receive a confirmation message indicating that your updates have been successfully applied. It’s a good practice to double-check the rota to ensure everything is accurate.


If you have any questions or need further assistance, please don’t hesitate to contact our support team. We’re here to help you make the most of your rota experience!

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