Remove a member from a roster

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You might remove a member from a roster, for example, if they are no longer a member of the organization or of the group.

    Before you begin

    Role required: rota_manager, rota_admin, or admin

    Procedure

    1. Navigate to All > On-Call Scheduling > My Group Schedules.
    2. Open the required shift form.
    3. In the Rosters related list, click the information icon ( Information icon. ) for the roster from which you want to remove a member.
    4. Click Open Record.
    5. On the Roster form, click Remove in the Members related list.
    6. On the form, fill in the fields.
      Table 1. On-Call Remove Member form
      Field Description
      From date Date from when the member is removed.
      Rosters Rosters affected after modifying the order of a member. This field is auto-populated by comparing the members in the rosters. If a member exists in more than one roster, both the rosters are auto-populated to avoid conflicts in schedule.
      Delete member Option to delete the member record.
      Warning:
      When you enable this option to delete the member record, the deleted member rotation history is removed, and the rotation history of other members is affected.
      Member Name of the member to remove from the roster.
      Current roster Roster from which you navigated to the form.
      Shift Name of the shift.
    7. Click Submit.