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Daily Roster Information

Purpose Statement

The Daily Roster provides departments with a streamlined version of the Scheduling module focused on staffing and Shift Board management.

Daily Roster allows departments to place personnel on the Shift Board so that staffing assignments are available for use in Fire and EMS reporting.

Background Information

Daily Roster is intended for departments that need to manage daily staffing without using the full Scheduling feature set.

Users with access to Daily Roster can manage personnel assignments and applicable Shift Board configuration. However, Daily Roster does not provide access to the following Scheduling features:

  • Call Shifts
  • Time Off
  • Shift Trades
  • Time Card

The sections below provide an overview of the Daily Roster functionality and links to related setup and workflow articles.

Required Permissions

Users must have access to the Scheduling module and the applicable Daily Roster and Shift Board functionality configured for their role.

Additional permissions may be required depending on which setup or staffing actions the user needs to perform.

Contact your First Due administrator if you cannot access Daily Roster, Shift Board, or the applicable setup options.

Shift Board

The Shift Board is the primary workspace used within Daily Roster. From the Shift Board, users can view staffing, place personnel into assignments, manage rotations, update assignments, and perform other roster-related tasks.

Shift Board Overviews

Use the following articles to learn about the available Shift Board views:

  1. Shift Board Overview: 30 Day View
  2. Shift Board Overview: 7 Day View
  3. Shift Board Overview: Three Day View
  4. Shift Board Overview: Single Day

Placing Individuals

Use the following articles to learn how to place and manage personnel on the Shift Board:

  1. Placing Individuals on a Single Day
  2. Placing Individuals On Rotation
  3. Placing Individuals on Leave from the Shift Board

Additional Shift Board Functions

Additional Daily Roster functionality includes:

  1. Printing the Shift Board
  2. Setting up and Deploying Snap Assignments
  3. Roster Count
  4. Adding Notes to Assignments
  5. Swapping Users on the Shift Board
  6. Setting up Recurring Kelly Days
  7. Changing a Users Rotation

Daily Roster Setup

The Setup area may display settings associated with the full Scheduling module. However, not every Scheduling setting applies to Daily Roster.

The following configuration areas are applicable to Daily Roster.

Settings

  1. General Settings
  2. Report Settings
  3. Shift Board Settings

Within Shift Board Settings, the following options are not available for use with Daily Roster:

  • Signing Up for Vacancies
  • Validating Assignments

Off Roster

  1. Off Roster Settings

Assignments

  1. Adding New Assignment
  2. Setting up Boards

Qualifiers

  1. Setting up Qualifiers

Groups

  1. Setting up Groups

Rotations

  1. Setting up Rotations

Project Codes

  1. Setting up Project Codes

Work Types

  1. Setting up Work Types

Time Off Types

  1. Setting up Time Off Types

FLSA Rules

  1. Managing FLSA Rules

Best Practices

Do:

  • Use the Shift Board as the primary location for managing Daily Roster staffing.
  • Configure assignments, boards, groups, qualifiers, and rotations before placing personnel on the roster.
  • Confirm that personnel are assigned correctly so staffing information is available for Fire and EMS reporting.
  • Review Shift Board settings to ensure they align with your department's staffing workflow.
  • Use the appropriate Shift Board view based on whether you are reviewing a single day or a longer scheduling period.

Don't:

  • Do not expect Daily Roster to provide the complete Scheduling feature set.
  • Do not attempt to use Call Shifts, Shift Trades, or Time Card functionality through Daily Roster.
  • Do not enable or rely on Signing Up for Vacancies or Validating Assignments when using Daily Roster.
  • Do not assume every option visible under Scheduling Setup applies to Daily Roster.

Troubleshooting & FAQs

Why can't I access Call Shifts, Shift Trades, or Time Card?

These features are not included with Daily Roster. Daily Roster is focused on Shift Board staffing and the applicable configuration tools.

Can I use the Shift Board with Daily Roster?

Yes. The Shift Board is the primary staffing workspace for Daily Roster and can be used to place and manage personnel.

Why do I see Scheduling settings that do not apply to Daily Roster?

The Setup area may contain settings associated with the full Scheduling module. Only the settings identified in this article should be considered applicable to the Daily Roster workflow.

Can I use Signing Up for Vacancies with Daily Roster?

No. Signing Up for Vacancies is not available for use with Daily Roster.

Can I use Validating Assignments with Daily Roster?

No. Validating Assignments is not available for use with Daily Roster.

Where should I start when configuring Daily Roster?

Begin by reviewing the applicable General Settings and Shift Board Settings, then configure items such as boards, assignments, qualifiers, groups, rotations, and work types as needed for your department.