A shift roster template is a named set of rows stored for your locale. Each row describes one duty line: day offset from an anchor date, duty type, start and finish times, hours, location, optional medic, role, client, purchase order (PO), PIN, invoice hint, price, and notes.
Templates speed up repeated patterns (for example a weekend standby bundle or a week of day duties) without retyping every shift.
/manager/clinical-shift-templatesThe page title is Shift roster templates. Your locale appears on the header; all template names and rows belong to that locale only.
Offset is the number of days after the anchor date when you apply the template. For example, offset 0 is the anchor day, 1 is the next day.
Location offers suggestions from existing shifts and templates; you can still type a new name if your process allows it.
Medic may hold a personnel identifier for a default assignee, or be left in a way that creates an open duty — follow your local SOP; invalid values can prevent a clean assignee.
/manager/clinical-services).The portal creates real shift rows for your locale from each template line, using the anchor date + offsets and the times you stored. Always review the new rows on the grid (times, open vs assigned, location spelling).
The template editor includes Price (and Client, PO, PIN, Invoice) so you can record commercial fields next to each line. When generating shifts from a template, the product may not copy every billing column onto the new shift in all versions — always verify Price and client details on the live shift or in your invoice step before sending anything external. If in doubt, treat the template as the planning copy and the clinical grid as the system of record after creation.
On Clinical shifts, you can select shifts on the grid and use create template from selection to seed a new named template from real duties. That is useful after a one-off week that you want to repeat later.