In short. A period divides up the time to schedule. You prepare it as a draft, then inform the team: input opens and the emails go out. For managers only.
Create a period
- On the Scheduling periods screen, Create a period.
- Check First day, Last day and Answer deadline, already suggested.
- If needed, a Label (optional) and Public holidays.
- Create the draft.
Only managers see a draft: no email, no reminder.
See where a period stands
The band at the top of the period carries the stages and the next-step button.
| Stage | What happens | Next step |
|---|---|---|
| Draft | you prepare | Inform the team |
| Collecting | physicians answer | Inform the newcomers if any are left, otherwise Generate the schedule |
| Editing | you adjust the schedule | Publish schedule |
| Published | the schedule is the team's | a correction, if needed |
Edit a period
In Settings, Edit opens a window showing only what the stage allows: dates in draft only; the deadline and public holidays until generation; the minimum rest until publication; the carry-over cap until publication, then during a revision.
Left empty, the rest or the cap is the team's.
Good to know: moving the deadline reschedules the reminders that have not gone out yet. It closes nothing: input stays open until generation.
Choose the participants
In Settings, each physician has a Takes part / Excluded switch, with your password. A new period copies the previous one's participation.
Excluding someone during a period sends them an email, hides what they declared and removes them from tracking, calculation and fairness. Brought back before generation, they find their declaration again.
Inform the team
- Inform the team, in the band (at the bottom of the screen on a phone).
- Check who takes part, then confirm.
Input opens: each participant gets an email, and reminders are scheduled. The dates freeze, with no going back. Someone added later receives nothing until you click Inform the newcomers. What comes next is in Track the answers.
Destroy a period
Destroy the period, at the bottom of Settings, with your password. Everything goes for good. The window says how many informed participants will get an email.
What is refused
- Two overlapping periods.
- A public holiday outside the dates.
- Informing with no participant: everyone is excluded, or no member with physician status has accepted their invitation yet (Team members).
- Changing the dates once the team is informed: destroy and create again.
- Destroying a published period, or while a generation is running.