Scheduling is three layers, each feeding the next: Scheduling setup describes what a day at this clinic can look like (shift types, duties, day types, the weekly rhythm); each month, planning applies the rhythm to real dates, handles the exceptions, and generates the month’s roster as a Draft; and the roster workspace is where people are placed and the month published — what staff see is that wall, never a roster still Draft.
- Reading the roster & your availability — everyone’s side: reading the board, declaring days you can’t work or would rather not.
- Planning & filling the roster — the scheduler’s workbench: generate the month, fill the gaps, publish.
- Scheduling setup: shift types, duties & day types — the vocabulary you define once and reference every month.