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How to copy last week's schedule

Why this matters

Copying the previous week's schedule helps you save time when operations are similar from one week to the next.

Before you start

Make sure:

  • last week's schedule is reliable enough to reuse
  • major absences or changes are already known
  • client requests for the new week have been reviewed

Steps

  1. Open the scheduling area.
  2. Select the target week.
  3. Use the copy previous week action.
  4. Review the copied assignments carefully.
  5. Adjust for changes in availability, absences, and client demand.
  6. Validate the updated weekly schedule.

Best practices

  • Use copying as a starting point, not as a final result.
  • Always review high-impact shifts after copying.
  • Confirm that repeated assignments still make operational sense.

Troubleshooting

The copied schedule creates conflicts

Review:

  • employee availability
  • approved leave
  • overlapping assignments
  • changes in request requirements

The copied week no longer reflects reality

Use the copied schedule only as a draft and update it before sending or publishing anything.