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How It Works

How It Works will explore how to create a plan from scratch.

The steps involved are:

  • Create the Resource Types
  • Create the Resources and link them to the Resource Types
  • Create the Plan/Roster
  • Create Roles for the Plan and link each Role to a Resource Type
  • View the Plan in the Planner Tab
  • Create Bookings for the Plan to link Resources to Roles for specified time periods

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