Roster Preferences – add or delete

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If you require your members to help you in the library, you will need to setup duty preferences for the members to choose from. MiBaseNZ has created the Roster Preference page where you can add or delete a preference suitable to your library’s needs. This will also assist you when setting up a new member.

Go to Member -> Roster Pref

Fill in the required fields seen below and click “Add a New Roster Group”.

  • Roster Group:
    – roster
    – normal duty
    – roster coordinator – usually for a committee member
    – cleaning – this is good for once or twice a year when a library does a special cleaning session and needs more helpers
    – student – if your library uses any
    Most libraries just use ‘roster’
  • Roster Hours – type in the time you would like the duty to run for eg. 10.00 am- 12.00 pm.
  • Roster Day – choose the day from the dropdown box
  • Hours – type in how many hours the session will go for. The number of hours depends on how busy your library is
  • Volunteers – type in the maximum number of volunteers you would like to help for that session
  • Location – type in a location if you have more than one.
    Adding a location is nice particularly if a library has moved. When the member receives a roster reminder email, the location will be on there

If your library is open for two sessions in one day, you will just need to create two separate roster preferences.

Your new roster preference will be added to the list below.

If you would like to remove a roster preference, click the “Delete” button alongside it.

View the video here:

(This video has two sets of instructions in it. The first will show you how to setup the roster preferences, the second, how to setup a duty roster)

 

Now you can generate your roster in the Duty Roster page

Previous Generate and Delete a Duty Roster calendar
Next How to add or remove a member from a duty roster
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