In short. Getting a team started takes an order the screen does not tell you: the settings, the physicians, the first period, the balances, then the announcement to the team. Follow this once, when starting out.
Check the settings
Go through the Settings tab: these values decide what the calculation will produce. In Team, the Time zone, the Day shift changeover time and the reminders. In Scheduling, the preferences and requests allowed, the Minimum rest between two shifts and the Carry-over cap (Team settings).
Invite the physicians
Invite everyone before informing the team (Invite people): a person only takes part once their invitation is accepted. Give the Non-physician status to anyone who manages without taking shifts.
Create the first period
- On Periods, Create a period.
- Check its participants.
It starts as a Draft, which only managers see (Prepare a period).
Enter the starting balances
If your team comes from another tool, the calculation knows neither its fairness balances nor who is coming off a shift. In the first period's Fairness and carry-over tab, enter them before generating (Take over a history, Enter the last shift).
Good to know: a first schedule calculated without the balances is unfair, and correcting it means redoing it. Once the period is published, they can no longer be entered.
Inform the team, then generate
- Inform the team, in the period's band (at the bottom of the screen on a phone): the email goes out, reminders are scheduled.
- Once the deadline has passed, Generate the schedule, in the same place (Generating the schedule).
If something is wrong
- You informed the team before inviting: invite; once the invitation is accepted, Inform the newcomers.
- You generated before entering the balances: enter them, then recalculate.
- You cannot find Settings: switch teams in the account menu. If the tab is missing in the right team, ask one of its managers, or the publisher.