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.
Roster | Mon 17Covered8 / 8 | Tue 181 open7 / 8 | Wed 19Covered8 / 8 | Thu 202 open6 / 8 | Fri 21Covered8 / 8 |
|---|---|---|---|---|---|
| 1st Shift | 1st Shift | 1st Shift | 1st Shift | 1st Shift | |
Team Alpha 4shown4 assigned | |||||
Alex Morgan | SITE-A | FIELD | SITE-A | STDBY | OFF |
Jordan Lee | FIELD | SITE-A | FIELD | SITE-A | OFF |
Taylor Reed | SUPPORT | ABS | SUPPORT | FIELD | SITE-A |
Casey Brooks | STDBY | SUPPORT | SITE-A | — | SUPPORT |
Use this guide 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.
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Purpose
Use the weekly grid as the decision surface
- 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.
Workflow
Plan, review, adjust, then publish
- 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.
Guidance
The schedule page is where rules meet judgment
Requirements and eligibility define the boundaries; the weekly grid is where a scheduler handles real-world exceptions and decides what will actually be published.
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.
Change discipline
Know when a change belongs in this week and when it belongs in the rules
If Tuesday is unusual, edit Tuesday. If every Tuesday is unusual, change the requirement or role configuration. That distinction keeps one-off fixes from quietly becoming permanent policy and keeps the underlying rules understandable.
Practical notes
Habits that keep weekly edits under control
- 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.
Questions
The questions teams ask before relying on Auto-fill
What RoleSchedule solves, what one-click scheduling actually does, where manual control stays, and what happens when no perfect schedule exists.
What problem does RoleSchedule actually solve?
RoleSchedule reduces the time spent manually fitting people into a weekly roster while working around qualifications, absences, coverage requirements, work limits, and other constraints. Once the structure is configured, Auto-fill can create a rules-aware first draft in a click, and the scheduler can still make manual adjustments before publishing.
Can RoleSchedule automatically build the whole weekly schedule?
It can Auto-fill required roles using the scheduling rules and data you configure, including coverage, eligibility, absences, and work-pattern limits. The result is intended to be a strong editable first draft rather than a black box that takes control away from the scheduler.
Can I manually change assignments after Auto-fill?
Yes. Manual control is a core part of the workflow. You can review the generated week, move assignments, fill exceptions, lock cells where needed, and publish only when the schedule reflects the judgment of the person responsible for it.
What happens if there is no valid way to cover every requirement?
RoleSchedule should surface the remaining coverage problem rather than silently placing an ineligible or unavailable person. Preflight, open-role indicators, and coverage views help the scheduler see where the underlying constraints need a decision.