Set Up Rosters in the Portal
Rosters are an add-on feature used with your Date Code Genie® portal to customize labels for your specific customers.
Rosters can be used when unique information for each customer needs to be printed on a label. This information should be known and not change frequently and can include names, accommodations, or any other custom data.
Rosters can be added to your portal by requesting a portal change, see Contact & Support.
There are three parts needed to set up rosters:
1. Set Up Roster
Organize your customers into rosters.
1. Log in to the portal at www.datecodegenie.com using the recommended browser. See What Internet Browser Should I Use To Access My DateCodeGenie® Portal?
2. Click on the Rosters tab on the side bar.
3. Click the +Add Roster button.
4. Enter Roster Name.
5. Click the Save Changes button.
6. Click the Add Roster Member button to add each roster member.
7. Enter the name of the roster member and any other relevant information.
NOTE
Roster field titles can be changed on printer profiles if a different title is desired.
8. Click Save.
9. Under Locations, add locations from the select dropdown, or click the Add to all current and future locations checkbox.
10. Click the Save Changes button.
2. Apply to Prep Lists
Rosters and roster members can be added to any prep list to quickly print labels.
1. Click on the Prep Lists tab on the side bar.
2. Click the Edit button (pencil icon) for a prep list or create a new list, see How to Create a Prep List.
3. OPTIONAL: Click the Default Roster dropdown and select roster to autofill for all new menu items added.
4. Click the Choose button for a menu item under roster member, for each menu item with roster is needed.
5. Click the Roster dropdown and select roster name.
6. Click the Roster Member dropdown and select roster member name.
7. Click Save.
8. Click the Save Changes button.
3. Add to Printer Profile
Add roster fields in the layout designer under features and add to label profile as needed. Set up printer profiles, see Printer Profiles.
For additional assistance see Contact & Support