Set up a rotation

A rotation takes turns between people: a different worship leader each week, two sound techs who alternate. Each turn is a rotation of one or more people. When an event is made from the template, Scheduly fills the field with the next rotation in line.

Set up a rotationStaff

1. 1
   On the Schedule or Staff tab, open the field's menu and select Add Rotation.
2. 2
   Optional: add a Description 1 (marker 1 on the screenshot), a note for staff.
3. 3
   Check the settings 2 (marker 2 on the screenshot): Auto-Rotate Enabled, Auto-Correct Enabled and Backup Enabled (see Auto-rotate, auto-correct and backups).
4. 4
   With Backup Enabled, pick the Backup Members 3 (marker 3 on the screenshot).
5. 5
   Under Rotation Order, each numbered row 4 (marker 4 on the screenshot) is one turn. Pick its people. Select Add Rotation 5 (marker 5 on the screenshot) for the next turn.
6. 6
   Select Save 6 (marker 6 on the screenshot), then Save Template.

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See and change a rotation

A field with a rotation shows it in place of the people:

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• Its settings 1 (marker 1 on the screenshot): a check is on, a cross is off.
• The rotations in order 2 (marker 2 on the screenshot), with their notes and dates, if any.
• The backup 3 (marker 3 on the screenshot).
• Edit Rotation 4 (marker 4 on the screenshot) opens it again. Hide Rotation folds the list.

To stop rotating, select Delete Rotation in the field's menu and save the template.

How the next person is picked

For each new event, Scheduly goes through the rotations in order:

1. 1
   A rotation with an override for this date is used first (see below).
2. 2
   Otherwise, the next rotation that hasn't served in the last events made from this template. Once every rotation has had a turn, it starts again after the last one that served.
3. 3
   A rotation is skipped when its dates don't include this one (a filter), when everyone in it has a blockout during the event, or when everyone in it declined this event.
4. 4
   If no rotation fits, the backup people serve (when Backup Enabled is on). Otherwise the field stays empty.

People whose account is disabled are skipped like people who declined.

Overrides, filters and notes

Each rotation row has its own menu (⋮):

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• Add Override 1 (marker 1 on the screenshot): this rotation serves on some dates whoever is next, like the senior pastor every first Sunday. Pick a period and the numbers (the same as for a field filter).
• Add Filter 2 (marker 2 on the screenshot): this rotation can serve only on some dates, like a reader who's available on the 2nd and 4th weeks.
• Add Notes 3 (marker 3 on the screenshot): a note shown with the rotation on the template.

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On this Sunday template, two announcement readers have their available weeks 1 (marker 1 on the screenshot), and there's a backup 2 (marker 2 on the screenshot).

Why wasn't the next person picked?

• They're blocked out. If every person in a rotation has a blockout during the event, it's skipped.
• A filter or override. Check the rotation's dates and the overrides of the other rotations.
• The event already existed. Rotations fill events when they're created. Changing a rotation doesn't change events already made, unless Auto-Correct moves them.
• The field is linked on the Services page. Fields linked to a role on About the Services page are never rotated.
• The order looks off. Scheduly looks at who served in the last events of the template. If you changed an event's people by hand to match another rotation, that rotation counts as having served.