Purpose Statement

To explain how to send shift reminders from the Shift Board after moving an individual to another assignment.

Shift reminders provide personnel with a proactive notification when their assignment has changed, helping reduce confusion and ensuring operational readiness.

Background Information

Shift reminders are typically used when a supervisor or scheduler moves an individual from one assignment to another on the Shift Board. Sending a reminder ensures the affected user receives a clear notification of the change.

Common use cases include:

• Reassigning personnel due to staffing shortages
• Adjusting apparatus staffing
• Covering vacancies or holdovers
• Making last-minute operational changes

This feature improves communication efficiency and minimizes missed assignment updates.

Required Permissions

The following permissions are required:

• Scheduling – Access Scheduling
• Scheduling – Access Shift Board
• Scheduling – Add/edit personnel into shift board

Video

Step-by-Step Guide

Navigate to the Shift Board

• Click Scheduling from the main navigation.
• Select Shift Board.

Locate the Individual

• Identify the individual whose assignment has been updated.
• Confirm they are assigned to the correct apparatus, role, or position.

Send the Reminder

• Right-click on the individual’s name.
• Select Send Reminder from the context menu.

Confirm Message Delivery

• A green confirmation box will appear in the lower-left corner of the screen.
• This confirms the reminder has been successfully sent.

Best Practices

• Send reminders immediately after making assignment changes.
• Use reminders for both minor and major reassignment adjustments.
• Verify the assignment before sending the reminder to avoid duplicate notifications.
• Limit unnecessary reminders to prevent notification fatigue.

Troubleshooting & FAQs

Q: I do not see the “Send Reminder” option when I right-click a user.

A: Verify that you have the appropriate Scheduling permissions and access to the Shift Board.

Q: I did not see the green confirmation box. Was the reminder sent?

A: If no confirmation appears, refresh the Shift Board and attempt to resend the reminder. Ensure your browser session is active.

Q: Does the reminder change the assignment automatically?

A: No. The reminder only sends a notification. Assignment changes must already be completed on the Shift Board.