In short. A period's Schedule tab shows the calculated schedule, which you touch up cell by cell before publishing it. For managers only; once published, see Correct a published schedule.
Read the grid
One person per cell: Monthly grid or Day-by-day list, at the top of the calendar. The legend, under the calendar, names each mark.
Settle what is left
To fix, in the panel, lists the problems by kind.
- Click a kind: its cells get a border on the grid.
- Click a case: the grid takes you there and opens the choice of replacement.
Figures, below, sums up the schedule.
Reassign a cell
- Click the cell: the panel asks "Who takes …?".
- Click a name.
Names fall into three groups: No reservation; Rest too short, a warning; Unavailable, not selectable. Clear the slot leaves it with nobody.
Compare physicians
The panel's Physicians view gives one row per person: Shifts, Wknd, Hol. and Pref. Under each number, the balance, broken down on hover. Click a header to sort, a name to outline their shifts.
Good to know: this balance also counts the shifts of this schedule; Fairness and carry-over only shows what the person brings. The two differ.
Lock a cell
Click the lock, in the cell's corner: a new calculation will keep it. A shift granted on request is locked automatically.
Undo, or recalculate
Undo and Redo reverse your last steps, except the lock. Regenerate opens the window of Generating the schedule, which says how many unlocked adjustments will be lost. On a phone, these three are behind the ⋯ button, at the right of the band.
What is refused
- Someone who declared themselves unavailable: to go past that, go back to input so they can lift their unavailability, then regenerate.
- Clearing a locked cell: lift the lock first.
- Locking an empty cell.
If something is wrong
- A warning triangle: the person has left the team. Reassign their cells.
- A banner about locks in conflict: a locked cell holds someone who has since declared themselves unavailable. Lift the lock.