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Complete Administrator Manual

Writer: Blue Roster Guru
Blue Roster Guru
Feb 2
2 min read

Updated: Feb 4

Target Audience: System Administrators and Department Supervisors

Core Purpose: To synchronize production demands with workforce availability through a centralized digital agenda.


1. Roles: Defining Access

Purpose: Ensure users have the correct level of access to the system.

  • Key Functions: Define permissions for the Admin Application vs. the Employee Application.

  • Procedure: To create a new role, click Add, name the role (e.g., "Shift Lead"), and select which menu items they are authorized to edit.

  • Pro-Tip: Use specific roles for supervisors to limit their access to only their specific departments.

To see more details visit Roles & Permissions


2. Catalogs: The Building Blocks

Purpose: The centralized library for organizational data.

  • Key Components:

    • Users & Departments: The people and their organizational groups.

    • Skills: Applied to users to verify competency.

    • Jobs vs. Positions: A Job is a category (e.g., Operator); a Position is a Job at a specific Place (e.g., Operator - Line 1).

  • SKUs: The staffing "recipe" for a specific product run.

To see more details visit Catalogs


3. Schedule Catalogs: The Blueprint

Purpose: To build the timing rules for the facility.

  • Base Models: The day-on/day-off pattern (e.g., 5-on, 2-off).

  • Shifts: Specific start times and durations (e.g., 06:45 start, 8.5-hour duration).

  • Patterns: Combines a Model and a Shift to establish a payroll-ready rotation.

To see more details visit Schedule Catalogs


4. Schedules: Staffing the Patterns

Purpose: Assigning specific people to the Blueprints created in the Schedule Catalog.

  • Procedure: Navigate to a specific Schedule, open the Workforce list, and drag and drop an employee into the rotation.

  • Impact: Once saved, this employee is automatically scheduled for that rotation until a manual change is made.

To see more details visit Schedules


5. Workload: Planning Production

Purpose: Translating production goals into labor requirements.

  • Methods:

    • Manual: Enter specific SKU, Place, and Time.

    • Templates: Load pre-saved standard runs.

    • CSV Upload: Import exports directly from your ERP system.

  • Key Action: Always hit "Run Engine" to push the workload into the Action Center.

To see more details visit Workload


6. Gantt: The Visual Timeline

Purpose: High-level visualization of the facility.

  • Projection Schedule: Focuses on People (Blue = Regular, Green = OT, Red = Time Off).

  • Production Schedule: Focuses on Work (shows which SKUs are running in which areas).

  • Tools: Use the Calendar Picker and Zoom Toggle to change your perspective from daily to monthly.

To see more details visit Gantt Views


7. Action Center: The Live Operations Hub

Purpose: The daily "Command Center" for gap management.

  • Gap Management: "Red Holes" indicate unstaffed positions.

  • Manual Fill: Click a Red Hole and select a skilled employee to create Green (Assigned OT).

  • Marketplace: Click a Red Hole and select "Create Overtime Opportunity" to create Yellow (Voluntary OT).

  • Time-Off: Approve sick/vacation requests here; the system automatically creates a Red Hole for the vacancy.

To see more details visit Action Center


8. Feedback: Continuous Improvement

Purpose: Direct communication with the software developers.

  • How to use: Click the Feedback button at the bottom left.

  • Details: Provide clear descriptions of bugs or "Feature Requests" to help the product evolve to meet your facility’s needs.

To see more details visit Give Feedback

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