How to drag and drop within the day

How to drag and drop within the day

NB - This functionality must only be used if NHSBT settings have been set i.e. the cell colours are multi-coloured, NOT when the cells show red checked, see “How to update roster settings” document

Step 1–Select the shift you wish to give to another staff member or swap with another staff member and click on the cell, so that it highlights grey.

Step 2–Drag and drop the selected shift to the staff member that you require to change to or swap with and release the left mouse button. A ‘white hand’ appears during the drag process when the white hand is over the desired destination of the shift and releases the left mouse button. The processing bar will appear on the screen and the screen will refresh showing that the change has now been made.

NB - If a shift is swapped between 2 staff members on the same day, and these shifts have different venues ie. 1 shift is at a donor centre and 1 shift is a mobile session, the swap will also update the place of work for staff members.

NB – multiple shifts can be moved from one individual to another individual in one move.

NB – If the user needs to move staff across days – please refer to the “How to move staff days” document