In short. A period's Fairness and carry-over tab says what each physician brings from the previous period, and answers "why three weekends?". You correct a balance there, and take over a history from another tool. Reserved for managers.
Read the balances
Each value is the balance a person brings: positive, they have worked more than average and the calculation will go easy on them; negative, the reverse. Shifts, Weekends and Holidays are counted separately.
- In red, the value is trimmed by the cap.
- In amber, it was corrected by a manager; the reason is in the tooltip.
Good to know: the balance in the grid's panel also counts the shifts of the calculated schedule; this one, only what the person brings. The two differ.
Change the period's cap or rest
The line above the table shows them; their Edit opens the period's window.
The carry-over cap limits the balance coming in, both ways: at 2, +3 becomes +2 and −4 becomes −2. With no cap, everything comes in; at 0, nothing does. Empty, the period follows the team's setting. At publication the cap freezes; only a revision reopens it.
Correct a balance
- The gear at the end of the line opens Correct the balances of Dr Roy.
- Type over the value written in gray.
- Write the Reason for a new value: it stays in the team log.
- Apply.
Reset removes the person's corrections. Once the period is published, the tab is read-only.
Take over a history
On a team's first period, enter what each person brought from your old tool directly in the cells, with no reason. These balances count from generation: enter them before starting it.
Enter the last shift
On a first period or after a gap, the calculation does not know who is coming off a shift. In the Last shift before the period column, for each physician concerned:
- Choose the date.
- Choose the slot, day (sun) or night (moon).
none removes the entry.
If something is wrong
- All balances are zero although the team already has periods: a period back in input passes on nothing until it has a new schedule.
- The schedule puts someone coming off a shift on the first slot: check their last shift, then recalculate.