Purpose
What this page is for
- Review who is working, where, and when.
- Edit assignments in a dense but readable weekly workflow.
- Surface open roles, absences, and public visibility from the schedule context.
Workspace guide
Schedules
Schedules are where the workspace becomes operational. The master schedule gives high-level visibility and the group schedule gives the detailed weekly editing surface.
Use this page when you need to
- Use the master schedule for cross-group visibility and the group schedule for editing one team in detail.
- Navigate by week and use requirements as the rule layer behind schedule coverage.
- Keep public pages focused on viewing while dashboard pages remain the editing workspace.
Workflow
Recommended workflow
- Open the week you care about from the organization or group level.
- Use the master schedule when you need broad oversight.
- Use the group schedule when you need to edit one team closely.
- Open Edit Requirements if the issue is structural rather than a one-off weekly change.
Detailed guidance
How this page fits into the product
Master schedule versus group schedule
The master schedule should feel like oversight. It helps leaders see the state of a week across the organization. The group schedule should feel more like a dense working table where actual weekly edits happen and where planners can focus on one team without the noise of the rest of the workspace.
How to troubleshoot open roles
If open roles remain high, do not assume the week is the only problem. Check requirements, shifts, absences, and role approvals. The schedule often reveals the problem, but the root cause may live in another section.
What public pages are for
Public pages should act like read-only brief views, not editing screens. Use them when people need visibility. Keep the actual weekly editing and troubleshooting inside the dashboard schedule pages.
Practical tips
What helps in real use
- Use group schedules for editing and public pages for briefing.
- If week navigation feels wrong, verify the selected week and date override context.
- Treat requirements as the rule layer behind the grid.
Common questions
Frequently asked questions
Should I edit the week or edit requirements?
Edit the week for one-time adjustments. Edit requirements when the coverage pattern itself should change.
Why are open roles still showing even though the grid has people?
Open role logic depends on requirements, shift structure, and which roles are actually being counted for that day.
Related