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Scheduling Release Notes: March 2026

Enhancements

 

AI History for Call Shifts

  • What - A new AI History tab has been added under Call Shifts, providing administrators with a centralized, auditable record of vacancy and call shift automation activity. This new page combines dynamic summary metrics with a detailed history table so admins can review actions across call shifts and movements, including who initiated an action, who was affected, assignment changes, automation type, completion status, and related activity dates. The table also supports archiving records, direct navigation to the related shift board date, and large-result pagination for high-volume environments.
  • Why - This improvement was introduced due to customer request to provide better visibility into AI-assisted and manual automation activity, helping agencies audit outcomes, understand what actions occurred across call shifts and vacancies, and build confidence in AI-driven workflows through a clear system of record.
  • How
    • Navigate to Call Shifts → AI History.
    • Review the summary metrics at the top of the page:
      • Call Shifts Automated
      • Moved Employees
      • Accepted Recommendations
      • Cancelled Move Automations

 

 

 

  • Use the Active/Archive toggle to switch between active and archived records.
  • Apply one or more filters to narrow results:
    • Date
    • Shift Date
    • Automation Type
    • Type
    • Assignment
    • Position/Qualifier
    • Station
    • Shift
    • District
    • Division
    • Action Completed
    • Affected User

 

 

 

  • Review individual rows in the history table for details such as:
    • Date
    • Time Started
    • Shift Date
    • Type
    • Automation Type
    • Initiated By
    • Affected User
    • Assignment From / Assignment To
    • Position
    • Completed Time
    • Action Completed
  • Use the row action icons to:
    • Open the related Shift Board date for that activity
    • Archive the record

 

 

 

  • Adjust pagination using 20, 50, or All page size options.
  • Summary metrics update automatically based on the currently visible records, including applied filters and whether Active or Archive is selected.
  • Current records primarily display Manual as the automation type while full automation history support is prepared for future expansion.
  • History records are read-only and cannot be edited, reverted, or manually created.
  • Use Case - An administrator reviewing recent call shift activity can open AI History to see how many shifts were automated, how many employees were moved, whether recommendations were accepted, and which actions were cancelled. They can then filter by shift date, affected user, station, or action status to investigate a specific event, confirm what assignment changed, and jump directly to the related shift board date for additional review.

 

Consecutive Hours in Mandatory Fill Details

  • What - The Mandatory Fill Details page now includes a new Consecutive Hours column in the People Contacted table, giving schedulers clearer visibility into each employee’s already calculated consecutive hours directly alongside status and ranking information. The column displays values in an hour-based format, supports numeric sorting, and uses the standard empty-state symbol when no value is available.
  • Why - This enhancement was introduced due to customer request to make mandatory fill decisions easier and more informed by exposing consecutive-hours data directly in the workflow, without requiring schedulers to look elsewhere or rely on less complete ranking context.
  • How
    • Navigate to Scheduling → Call Shift Rules → Mandatory.
    • In Ranking Option, select Consecutive Hours if needed.
    • Open a mandatory fill and go to the Mandatory Fill Details page.
    • Locate the new Consecutive Hours column in the People Contacted table.
    • Review each employee’s displayed value:
      • Values appear as X hrs
      • Users with a value of 0 or no available value display —
    • Click the Consecutive Hours column header to sort the table.

 

 

  • Click the header again to toggle between ascending and descending order.
  • This is a display enhancement only; existing ranking logic and ordering rules are unchanged.
  • All other table functions, including pagination, status actions, and move actions, continue to work as before.
  • Use Case - A scheduler filling a mandatory vacancy can now compare contacted employees not only by status and ranking, but also by how many consecutive hours each person has already worked. This makes it easier to evaluate staffing options in the moment and select the most appropriate person while preserving the existing ranking rules already configured by the agency.

New Rotation Rules

  • What - Additional rotation rules are now available in Scheduling, expanding the set of supported rotation patterns that agencies can enable and apply to user rotations and shift assignments. These new patterns provide greater flexibility for organizations managing more specialized staffing schedules, including extended and highly customized rotation sequences.
  • Why - This enhancement was introduced due to customer request to support a wider range of scheduling models and agency-specific rotation structures, reducing the need for workarounds when configuring complex shift patterns.
  • How
    • Navigate to Scheduling → Setup → Rotations → Rules.
    • Include the new rotation rules for your account.
    • Associate the enabled rule with a rotation.
    • Apply that rotation on the Shift Board as needed.
    • Use these rules when configuring Kelly Days based on rules, where applicable.
    • New rules are excluded by default and must be enabled before use.
  • New Rules:

    • 1 on/ 18 off / 1 on / 4 off

    • 3 on / 2 off / 1 on / 2 off / 3 on / 3 off

    • 3 on / 3 off / 2 on / 1 off / 2 on / 3 off 

    • 4 on / 20 off

    • 1 on / 28 off / 1 on / 12 off  

    • 2 on / 1 off / 2 on / 3 off / 2 on / 1 off / 1 on / 2 off / 1 on / 1 off / 2 on / 3 off

    • 1 ON / 11 OFF

    • 3 ON / 2 OFF / 2 ON / 1 OFF / 5 ON / 2 OFF / 5 ON / 1 OFF

    • 1 ON / 3 OFF / 1 ON / 5 OFF / 2 ON / 2 OFF

    • 1 ON / 1 OFF / 3 ON / 2 OFF / 4 ON / 3 OFF

    • RRMC C&D

      • 2on/2off/2on/3off/2on/3off/2on/2off/2on/3off/2on/59off/2on/2off/2on/3off/2on/3off/2on/2 off/2on/3off/2on/4off/1on/8off/1on/4off/1on/8off/1on/59off

    • RRMC E

      • 2on/2off/2on/3off/2on/3off/2on/2off/2on/3off/2on/63off/1on/4off/1on/8off/1on/4off/1on/4 off/2on/2off/2on/3off/2on/3off/2on/2off/2on/3off/2on/59off

    • RRMC F&G

      • 2on/2off/2on/3off/2on/3off/2on/2off/2on/3off/2on/31off/1on/4off/1on/8off/1on/4off/1on/3

        6off/2on/2off/2on/3off/2on/3off/2on/2off/2on/3off/2on/59off

    • 5 ON / 1 OFF / 3 ON / 2 OFF / 2 ON / 1 OFF / 5 ON / 1 OFF

    • 5 ON / 2 OFF / 5 ON / 1 OFF / 3 ON / 2 OFF / 2 ON / 1 OFF

    • 5 ON / 1 OFF / 3 ON / 2 OFF / 2 ON / 1 OFF / 5 ON / 1 OFF

    • 5 ON / 2 OFF / 5 ON / 1 OFF / 3 ON / 2 OFF / 2 ON  / 1 OFF

    • 3 ON / 2 OFF / 2 ON / 1 OFF / 5 ON / 2 OFF / 5 ON / 1 OFF

    • 3 on / 4 off / 2 on / 5 off

    • 2 on / 4 off / 1 on / 7 off

    • 1 on / 2 off / 1 on / 4 off / 2 on / 4 off 

    • 7 on / 49 off

  • Use Case - An agency that operates on a non-standard staffing cycle can enable one of the newly added rotation patterns and assign it to personnel without building manual workarounds. This helps administrators maintain schedules that better match their operational model while keeping rotations manageable inside the platform.

Scheduling Page Headers

  • What - All pages in the Scheduling module now display a standardized page-level title header within the content area. This creates a more consistent visual experience across the module and improves orientation by clearly showing which Scheduling page the user is currently viewing.
  • Why - This enhancement was introduced due to customer request to improve usability and visual consistency across Scheduling so users can move between pages more confidently and immediately understand where they are within the module.
  • How
    • Navigate to any page in Scheduling.
    • Review the page title displayed at the top of the content area.
    • Confirm that the title matches the left navigation label for the selected page.
    • Move between Scheduling pages to see the header update automatically.
    • On Setup, the page title remains Setup even when switching between tabs.
    • The header is visual only and does not change permissions, workflows, or page behavior.
    • The title scrolls with the page and is not sticky.

 

 

 

  • Use Case - A supervisor moving quickly between Shift Board, Call Shifts, Time Off, and Setup can now immediately confirm the current page at a glance. This is especially helpful during fast-paced scheduling work where users frequently navigate between multiple areas in one session.

 

 
 

Turn Off Notification for Sign Ups

  • What - Admins can now control whether end users receive a notification when their shift sign-up is approved. A new Sign Up Approval Notifications toggle gives each agency the ability to suppress approval notifications while keeping the underlying sign-up approval workflow in place. This setting is shown only when both prerequisite sign-up settings are enabled, is turned on by default for existing behavior continuity, and applies independently at the agency level.

  • Why - This improvement was made due to customer request so agencies can better control how and when approved shift assignments are communicated to personnel, especially in workflows where approvals may need to be finalized internally before notifications are sent to end users.

  • How

    • Navigate to Scheduling > Setup.

    • Enable Allow users to sign up for open vacancies.

    • Enable Sign up requires admin approval.

    • Locate the Sign Up Approval Notifications toggle.

    • Turn the toggle off to suppress notifications when a sign-up is approved.

    • Turn the toggle on to resume approval notifications.

    • If either prerequisite toggle is disabled, the notification toggle is hidden.

    • This setting does not affect other notification types, such as shift reminders.

 

 

 

  • Use Case - An agency that wants to review and finalize staffing decisions before notifying personnel can disable approval notifications so users are not alerted immediately when a sign-up is approved. Once the agency is ready to resume standard communication, the toggle can be turned back on without changing the rest of the sign-up approval process.

 

Tiebreaker - Original Position

  • What - A new Original Position option is now available in the Call Shift Tiebreaker Builder. When users are tied under hours-based ranking criteria, admins can use this tiebreaker to preserve the original ordering from the initial call shift list instead of resolving ties by response time. The option can be added, removed, reordered, and combined with other tiebreakers, and its configuration is saved with the call shift ranking setup.

  • Why - This enhancement was made due to customer request so agencies can preserve intended list order and avoid situations where later responses unintentionally change ranking outcomes among otherwise tied users.

  • How

    • Navigate to the call shift ranking configuration and open the Call Shift Tiebreaker Builder.

    • Locate Original Position in the available tiebreaker options.

    • Add Original Position to the active tiebreaker sequence.

    • Reorder it to the desired priority level within the sequence.

    • Save the configuration.

    • When users are tied on higher-priority criteria, the system will evaluate Original Position next.

    • Earlier positions in the original call shift list rank ahead of later positions.

    • If a user does not have a valid original position value, the system moves to the next configured tiebreaker or the default fallback.

 

 

 

  • Use Case - An agency using hours-based call shift ranking can add Original Position after Hours so that when two users have equal hours, the person who was originally higher on the list remains ahead, regardless of who responded first. This helps maintain predictable ordering and aligns call shift behavior with established rotational list logic.

 

Set Order of Unassigned by Start Time, Then Alphabetically

  • What - The Unassigned section of the Shift Board now displays users in a consistent order based first on earliest Start Time and then by Last Name in alphabetical order. Sorting is case-insensitive, updates automatically when users are added or start times change, and persists across refreshes and revisits. This change affects only the Unassigned section and does not alter the behavior of other Shift Board sections.

  • Why - This enhancement was made due to customer request so admins can locate and assign users more efficiently without scanning an unpredictable list order during daily scheduling work.

  • How

    • Navigate to the Shift Board from the admin area.

    • Open the Unassigned section.

    • Review users in their new automatic order.

    • Users with the earliest Start Time appear first.

    • If multiple users share the same start time, they are ordered by Last Name from A to Z.

    • Add a new user or update a start time to see the list re-sort automatically in real time.

    • Continue assigning users as normal; no additional setup is required.

 

image-20260316-201442.png

 

 

  • Use Case - A scheduler reviewing open staffing gaps can now open the Unassigned section and immediately see the earliest-starting personnel at the top, with tied start times sorted alphabetically. This makes it faster to find the right person for the next open slot and reduces manual list scanning during busy scheduling periods.

Update Today Button's Functionality

  • What - The Today button on the Shift Board now clearly indicates when the user is already viewing the current day by entering a fully disabled state. When the current date is displayed, the button is non-interactive and uses muted styling with no hover or focus effects. When a user navigates to another date, the button becomes active again and can be used to return to today.

  • Why - This enhancement was made due to customer request to reduce unnecessary clicks and provide clearer visual feedback when users are already on the current date during Shift Board navigation.

  • How

    • Open the Shift Board.

    • When the board is displaying today’s date, observe that the Today button is disabled automatically.

    • Navigate to a past or future date.

    • Use the now-active Today button to return to the current date.

    • Once today is displayed again, the button automatically returns to its disabled state.

    • No settings or configuration are required to use this behavior.

 

 

  • Use Case - A scheduler moving between past, present, and future dates can now immediately tell whether they are already on today’s schedule. This reduces confusion, avoids unnecessary clicks, and makes date navigation on the Shift Board more intuitive.

 

Add District to Assignment

  • What - Organizations can now associate a District directly on the Assignment creation and edit pages. A new optional District field appears in the Associations section and is populated from the districts configured under Admin > Field Management. When the applicable personnel record update setting is enabled, this association can also support downstream personnel record updates when users are placed on that assignment through the Shift Board.

  • Why - This enhancement was made due to customer request so agencies can better align assignments with district structure and reduce manual effort required to keep personnel records accurate.

  • How

    • Navigate to the Assignment creation page on the Shift Board.

    • In the Associations section, locate the District dropdown.

    • Select a district from the configured list, or leave the field blank.

    • Save the assignment.

    • To update an existing assignment, open it in edit mode and change or clear the District value.

    • Ensure districts are configured first in Admin > Field Management.

    • District selection is optional and does not block saving if left blank.

 

 

 

  • Use Case - An agency that organizes operations by district can assign a district directly to an assignment so staffing records better reflect where personnel are working. This helps maintain consistency between scheduling activity and personnel data without additional manual updates.

 

Removing Trades Limits and Time Off

  • What - When Remove Trade Limits is enabled, Time Off is now trade-aware. Sending a specific trade row to Time Off affects only that individual trade instance rather than all trades for that user on the same day. The system now supports multiple Time Off rows for the same user and day when multiple trade instances are involved, and deleting or canceling a trade-origin Time Off restores only the linked trade.

  • Why - This enhancement was made due to customer request so agencies using multiple same-day trades can preserve scheduling accuracy and prevent unrelated trades or assignments from being removed when Time Off is applied to a single trade instance.

  • How

    • Confirm that Remove Trade Limits is enabled.

    • On the Shift Board, right-click the specific trade row to send to Time Off.

    • Select Send to Time Off.

    • Review the newly created Time Off entry linked to that trade instance.

    • Repeat for additional trade rows if needed.

    • Approve the Time Off through the standard review workflow.

    • Delete or cancel a trade-origin Time Off to restore only the originating trade.

    • Standard Time Off behavior remains unchanged when Remove Trade Limits is not enabled.

  • Use Case - If a user has multiple trade instances on the same day and only one of them needs to be sent to Time Off, the scheduler can now act on that single trade without disturbing the user’s other trades or assignments. This is especially helpful in complex daily staffing scenarios where partial availability must be preserved accurately.

 

Add Accumulation to Hours Based Ranking

  • What - A new hours-based ranking rule option, Accumulated hours greater than, allows ranking movement only after a user earns a full configurable block of hours. Instead of adjusting rank continuously, the system now accumulates hours privately and advances ranking only when the configured threshold is met. A new Cumulative Hour column shows the remainder toward the next movement, while Ranking Value reflects only hours that have already triggered completed ranking movement.

  • Why - This enhancement was made due to customer request so agencies can apply hours-based ranking in a more controlled and predictable way that better aligns with contractual rules and local ranking practices.

  • How

    • Navigate to Scheduling > Set Up > Call Shift Rules > Hours Settings.

    • Open the relevant list’s settings under List Sorting > Hours > Change ranking if.

    • Select Accumulated hours greater than.

 

  • Enter the required threshold value.

  • Save the configuration.

  • As shifts or manual adjustments are processed, hours are added to each user’s accumulation bucket.

  • Ranking advances only when a full threshold block is reached.

  • Review Cumulative Hour and Ranking Value on the Rankings page to monitor progress.

  • Manual hour adjustments and Shift Board changes follow the same accumulation logic automatically.

  • Use Case - An agency that wants ranking movement only after every full 12 hours worked can enable this rule so users do not move in the ranking for partial hour gains. A user with 5 accumulated hours who works a 12-hour shift would trigger one ranking movement and keep the remaining 5 hours toward the next movement, making the process easier to audit and explain.

Bugs

 

Call Shift Ranking Drag-and-Drop Placement

  • What - A bug was fixed in Call Shift Ranking where drag-and-drop actions were not reliably placing personnel in the intended position. Users can now move personnel to the exact target location and immediately see the updated order reflected correctly in the ranking list.
  • Why - This fix was made due to customer request to restore reliable ranking adjustments and ensure personnel priority order can be managed accurately without unexpected resets or misplaced results.
  • How
    • Navigate to Call Shift → Ranking.
    • Locate the person you want to move.
    • Drag and drop that person to the desired position in the ranking list.
    • Release the row to place the person in the selected position.
    • Confirm the list refreshes immediately and shows the new order.
    • Revalidate any prior workaround-based ordering after deployment if manual rank adjustments were used previously.
  • Use Case - A scheduler reviewing call shift priority can now reposition a member in the ranking list with confidence that the updated order will remain exactly where placed, making last-minute ranking corrections much faster and more dependable.

Manual Inclusion No Longer Auto-Accepts Call Shift Members

  • What - A bug was fixed where manually adding members through Include/Exclude Users could incorrectly auto-accept a call shift on the user’s behalf, even when that member had not enabled auto-accept for the applicable date. Manual inclusion now respects each user’s own availability and auto-accept settings.
  • Why - This fix was made due to customer request to ensure manually included members are processed according to their actual preferences rather than being force-accepted unintentionally.
  • How
    • Open a call shift and select Include/Exclude Users.
    • Add the desired member to the shift.
    • The system now checks that member’s availability and auto-accept settings for the specific shift date.
    • If the member has not enabled auto-accept for that date, they remain added but not auto-accepted.
    • Auto-accept only occurs when the user has explicitly enabled it for that date.
  • Use Case - An administrator manually adding a qualified employee to a call shift can now be confident that the system will not automatically accept the shift unless the employee’s own date-specific settings allow it, preserving expected availability behavior.

Copy From Previous Week for Other Users in Time Card

  • What - A database error was fixed in Scheduling / Time Card that could occur when using Copy from Previous Week while acting on behalf of another selected user. Supervisors and administrators can now successfully copy prior-week entries for any selected user without triggering a SQL parameter overflow error.
  • Why - This fix was made due to customer request to restore a key administrative workflow for managing time card entries across multiple users.
  • How
    • Navigate to Scheduling → Time Card.
    • Select a user from the User dropdown.
    • Click Copy from Previous Week.
    • The system now copies the selected user’s prior-week entries into the current week without error.
    • If previous attempts failed before this fix, any missing data would need to be re-entered manually because failed transactions were not saved.
  • Use Case - A supervisor managing payroll preparation for multiple employees can now switch between users and copy last week’s time card data as needed, without being blocked when working on behalf of someone else.

Shift Board Availability Panel Permission Fix

  • What - A bug was fixed on the Shift Board where the system could call battalion/department shift data during initial page load even when the user did not have the necessary permission and the data was only needed in the Availability panel. This resolves the related 403 error and also removes a duplicate availability warning message.
  • Why - This fix was made due to customer request to prevent unnecessary errors and improve the reliability of Shift Board loading for affected users.
  • How
    • Navigate to the Shift Board.
    • Open the Availability panel when needed.
    • The system now requests battalion/department shift data only when the appropriate permission is present and the data is actually needed in that panel.
    • The duplicate Availability not found for this day message no longer appears.
  • Use Case - A user opening the Shift Board can now load the page without encountering avoidable permission-related errors, while still receiving the correct availability information only when working in the relevant panel.

Time Clock Incident Clock-In Window Correction

  • What - A bug was fixed in Time Clock where the incident clock-in window could display an incorrect timeframe when based on the CAD Back in Service status. The system now correctly uses the actual apparatus-level CAD timestamp so the available clock-in window aligns with the true incident timeline.
  • Why - This fix was made due to customer request to ensure members see an accurate clock-in window and are not blocked from clocking in or out because of incorrect incident timing.
  • How
    • Configure Time Clock to use:
      • Limit Apparatus Clock In
      • Back in Service
      • The desired After Status duration
    • When an incident is completed and apparatus are marked back in service, the system reads the related CAD timestamp for the assigned apparatus.
    • The displayed clock-in window is calculated from that timestamp plus the configured duration.
    • This update applies to apparatus clock-in windows based on Back in Service.
  • Use Case - A member assigned to an apparatus returning from an incident can now open the Time Clock screen and see the correct incident-based clock-in window, allowing them to complete time entry during the intended timeframe instead of being blocked by a delayed or inaccurate window.

Auto Accept Call Shift Notifications

  • What - A bug was fixed where users automatically hired through Auto Accept for call shifts were not receiving SMS and phone call notifications, even though email notifications were working. Auto Accept hires now trigger all configured notification channels consistently.
  • Why - This fix was made due to customer request to close a communication gap and ensure automatically hired personnel receive the same timely shift notifications as manually hired users.
  • How
    • Configure user availability for a future date with Available and Auto Accept enabled.
    • Create a call shift for that same date.
    • When the user is auto-hired, the system now sends notifications across all enabled channels:
      • Email
      • SMS
      • Phone Call
    • Existing notification settings and preferences continue to be honored automatically.
  • Use Case - A member who is auto-accepted into an open call shift can now receive the same full set of notifications as someone hired manually, reducing the chance of missed assignments when immediate awareness is important.

Overlapping Call Shift Assignment Prevention

  • What - A bug was fixed that could allow the same user to be assigned to overlapping call shifts on the same day, including cases involving 24-hour shifts and near-simultaneous responses. Conflict validation now more reliably prevents duplicate overlapping awards and keeps candidate queues aligned with the user’s actual awarded assignment.
  • Why - This fix was made due to customer request to protect scheduling integrity and prevent users from being placed into conflicting assignments because of timing-related processing issues.
  • How
    • When a user responds to a call shift, the system checks for schedule conflicts with overlapping shifts.
    • A second conflict validation is also performed during award processing.
    • If overlapping shifts exist, the system allows only one assignment from that conflicting set.
    • Candidate records for conflicting shifts are resolved so the Shift Board reflects the correct final state.
    • This protection applies even in near-simultaneous response scenarios.
  • Use Case - If a member responds to two overlapping open call shifts within a short period, the system now ensures that only one assignment can be awarded, preventing duplicate placement and reducing cleanup work for schedulers.

Time Clock Duration Display After Entering or Adjusting Punches

  • What - A bug was fixed where completed time clock punches with defined start and end times could display an incorrect, continuously increasing duration instead of a fixed elapsed time. Saved punches now display the correct static duration based on the entered times.
  • Why - This fix was made due to customer request to ensure completed punch records remain accurate and do not behave like active sessions after being saved.
  • How
    • Navigate to Time Clock History → Employees.
    • Open or create a punch for an employee.
    • Enter the Start Time and End Time.
    • Save the punch.
    • The Duration field now displays the correct elapsed time and remains fixed on refresh.
    • This applies to newly created punches and edited punches.
  • Use Case - An administrator correcting a past punch for an employee can now save the updated start and end times and trust that the duration shown afterward reflects the actual completed shift time rather than continuing to count upward.

Open-Ended User Rotations with Max Consecutive Hours

  • What - A server error was fixed that could occur when creating a user rotation without an end date while Max Consecutive Hours rules were enabled. Open-ended user rotations can now be saved successfully under that configuration.
  • Why - This fix was made due to customer request to support valid open-ended rotation setups without forcing an artificial end date or causing a failed save.
  • How
    • Ensure Max Consecutive Hours and related settings are configured as needed.
    • Navigate to the Shift Board and choose to create a user rotation.
    • Enter the desired assignment details and shift times.
    • Leave the End Date blank.
    • Save the rotation.
    • The rotation now saves successfully even when consecutive-hours constraints are active.
  • Use Case - An administrator building a long-running staffing assignment can now create an open-ended rotation without entering a temporary stop date, while still keeping the agency’s consecutive-hours rules in effect.

UI - Dead Clicks on Vacancy

  • What - The Vacancy and Work Shift card on the Shift Board now behaves as a fully unified interactive element. Clicking anywhere on the card, including text and content areas that were previously unresponsive, now consistently opens the actions modal. Hover, cursor, keyboard, and focus behavior have also been aligned so the entire card clearly communicates interactivity.

  • Why - This fix was made due to customer request to eliminate confusing dead-click behavior and make card interactions on the Shift Board more reliable and intuitive.

  • How

    • Navigate to the Shift Board.

    • Locate a Vacancy or Work Shift card.

    • Click anywhere on the card, including the title, text content, or background area.

    • Confirm that the actions modal opens consistently.

    • Use keyboard navigation and focus states to access the same modal behavior if needed.

    • No setup or configuration is required.

  • Use Case - A scheduler can now click directly on the visible text of a vacancy card instead of trying to find a responsive blank area. This creates a more predictable user experience and speeds up access to the actions modal during busy staffing workflows.

Calendar Overlay Update

  • What - The Calendar Overlay now stays synchronized with the Shift Board’s active date when users navigate using the left and right arrow controls. Previously, the overlay could continue highlighting a previously selected date instead of the current active date. With this fix, both arrow navigation and direct calendar selection remain aligned throughout the session.

  • Why - This fix was made due to customer request so users always receive accurate visual date feedback and can trust that the calendar overlay matches the date currently being viewed on the Shift Board.

  • How

    • Open the Shift Board.

    • Launch the Calendar Overlay and confirm the active date is highlighted.

    • Close the overlay and use the left or right date navigation arrows on the Shift Board.

    • Reopen the Calendar Overlay.

    • Confirm the highlighted date now matches the active date on the Shift Board.

    • Continue using either navigation method as needed; both remain in sync automatically.

  • Use Case - A scheduler moving across several dates with arrow navigation can reopen the Calendar Overlay at any time and immediately see the correct active date highlighted, reducing the chance of making staffing changes on the wrong day.

Split Time Offs Overlap When Switching Rotations with "Keep Future Time Off" Option

  • What - Split time off entries that together cover a full 24-hour shift are now preserved correctly when a user is moved to a new rotation with Keep all future time off and trades enabled. Previously, the second split entry could overlap with a newly assigned work shift after rotation reassignment. The system now preserves both entries properly and prevents new work shifts from being generated during those approved time off windows.

  • Why - This fix was made due to customer request so approved time off remains accurate during rotation transitions and users are not accidentally scheduled to work during protected leave periods.

  • How

    • From Scheduling > Shift Board, assign a user to a 24-hour assignment.

    • Create two consecutive Time Off entries that together cover the full shift.

    • End the current rotation on a date before the time off date.

    • When prompted, select Keep all future time off and trades.

    • Reassign the user to a new rotation on the same date the previous rotation ended.

    • Confirm that both Time Off entries remain intact and that no work shift overlaps either entry.

    • This fix applies specifically to split time off scenarios covering a full 24-hour shift.

  • Use Case - If a user has two approved time off entries that together cover an upcoming 24-hour shift, an admin can now change that user’s rotation without losing part of the approved leave or creating an accidental overlap with a new assignment.

Fix Time Clock Validation Order: Require Late Start Reason and Allow Early Clock In

  • What - The Time Clock system now evaluates late-arrival validation before early clock-in rules. This corrects a logic-ordering issue that could block late users from clocking in when Allow Early Clock In was disabled. Users who arrive late are now prompted for a late start reason as intended, while early clock-in validation only applies to genuinely early punch attempts.

  • Why - This fix was made due to customer request so late-arriving personnel can start their shifts correctly and agencies can enforce late start reason requirements without unintentionally preventing clock-in.

  • How

    • Ensure Require Late Start Reason is enabled in Time Clock settings if that prompt is desired.

    • Have a user attempt to clock in after the scheduled shift start time.

    • The system now evaluates the late-arrival condition first.

    • If applicable, the user is prompted to enter a late start reason.

    • After the reason is submitted, the shift starts successfully.

    • Early clock-in validation continues to apply only when a user attempts to start before the scheduled time.

    • No additional configuration is required for the corrected validation order.

  • Use Case - A user arriving after the start of a scheduled shift can now enter the required late reason and continue clocking in normally, instead of being blocked by an unrelated early clock-in rule that should not apply to a late arrival.

Shift Trade Escalation Notifying Unintended Recipients

  • What - Shift trade escalation notifications are now sent only to the users explicitly configured in the escalation settings under Trade Settings. Previously, escalation rules could notify a much broader set of users than intended. The escalation timing itself remains unchanged; only recipient targeting has been corrected.

  • Why - This fix was made due to customer request so trade escalations follow the configured approval workflow correctly and do not generate unnecessary notification volume for unintended recipients.

  • How

    • Navigate to Scheduling > Set Up > Time Off Settings > Trade Settings.

    • Configure the escalation rule and select the intended recipient users.

    • Save the escalation settings.

    • Initiate a shift trade request and allow the configured escalation window to pass without action.

    • When escalation triggers, verify that notifications are delivered only to the designated users.

    • No reconfiguration is required for existing escalation rules beyond confirming the desired recipients.

  • Use Case - An agency using trade escalation for delayed approvals can now be confident that only the designated backup approvers receive the escalation alert, preventing confusion and reducing notification fatigue for other users.

Incorrect Overlap Message When Assigning Work Shift for Partial Vacancy

  • What - The system now correctly handles overlap validation when assigning a covering user to a partial vacancy created by Time Off, even when the Start of Day setting differs from the shift start time. Previously, valid partial vacancy assignments could trigger a false overlap error and suggest using Split & Save even though no real conflict existed. Users can now save these assignments directly.

  • Why - This fix was made due to customer request so schedulers can fill partial vacancies without encountering false overlap errors caused by date-boundary calculations.

  • How

    • Navigate to Scheduling > Setup > Settings and confirm the Start of Day setting.

    • Create or locate a shift that contains a partial vacancy created by Time Off.

    • Assign a covering user to the partial vacancy.

    • Save the assignment directly.

    • The system now evaluates overlap correctly and does not show a false error when no real conflict exists.

    • No workaround such as Split & Save is needed for valid assignments.

  • Use Case - A scheduler filling a partial vacancy on a day where the agency’s Start of Day does not match the shift start time can now assign coverage without being blocked by a misleading overlap warning, helping keep vacancy coverage workflows fast and accurate.

Getting an Error Message When Trying to Initiate Partial Shift

  • What - Partial shift assignment now works correctly for time ranges that cross midnight or occur after midnight within a 24-hour assignment window. Previously, valid partial shift ranges could be rejected with a range-selection error when the assignment spanned midnight and the Start of Day configuration affected how the window was interpreted.

  • Why - This fix was made due to customer request so agencies using 24-hour assignments can fill partial vacancies accurately across the entire shift cycle, including overnight segments.

  • How

    • Confirm the Start of Day setting under scheduling configuration.

    • Create or open a 24-hour assignment.

    • Initiate a partial shift assignment for a time range that falls after midnight or spans midnight.

    • Assign the user to the selected partial slot.

    • Save the assignment.

    • The system now validates the partial range correctly against the full 24-hour assignment window.

  • Use Case - A scheduler needing to cover only the overnight portion of a 24-hour assignment can now assign a user to a post-midnight time block, such as 12:00 AM to 6:00 AM, without receiving an incorrect validation error.

Fix Availability Race Condition in Scheduling Deputy

  • What - Availability filtering on the Shift Board now consistently displays all users who match the active filter criteria. A race condition during asynchronous loading could previously cause valid users to disappear from the filtered results intermittently. The filtering logic is now scoped correctly so only the latest request result is applied to the display.

  • Why - This fix was made due to customer request so availability filtering remains dependable even during rapid loading, re-rendering, or network timing variations.

  • How

    • Open the Shift Board.

    • Apply an availability filter.

    • Allow the system to load or update the matching user list.

    • Confirm that qualifying users appear consistently in the filtered results.

    • Continue changing filters as needed; only the most current filter state is now applied.

    • No setup changes are required.

  • Use Case - A scheduler filtering for available personnel during a busy staffing period can now trust that the list reflects all matching users every time, even if the page is loading quickly or filters are updated in succession.

iCal Export - RFC Line Parsing Failure

  • What - The iCal export endpoint now handles malformed RFC lines safely, preventing a 500 Internal Server Error that could block users from viewing or syncing shift calendar data. A malformed entry that previously caused the parser to fail no longer breaks the entire feed, allowing calendar export and sync to complete successfully.

  • Why - This fix was made due to customer request so users can reliably access and sync shift schedules with external calendar applications without feed failures.

  • How

    • Navigate to a feature that uses calendar export, such as Scheduling > My Shifts.

    • Trigger the calendar view or iCal export as normal.

    • The system now processes malformed entries without failing the full feed.

    • Sync or view the calendar in the connected calendar application.

    • No user configuration changes are required.

  • Use Case - A user syncing shifts to Outlook, Google Calendar, or Apple Calendar can now continue using their iCal feed even if one malformed entry exists, ensuring their broader schedule remains available and up to date.

Accruals - Limit Time-Based Accrual Values on Effective Date

  • What - Time-based accrual caps are now applied on the accrual’s effective posting date rather than at the time future accruals are generated. This ensures that balance changes occurring between generation and posting are included in the final cap calculation. The system now stores the intended base amount separately and calculates the final capped posted value at the correct time.

  • Why - This fix was made due to customer request so time-based accrual balances are calculated accurately and reflect the user’s actual balance at the moment the accrual becomes effective.

  • How

    • Create or regenerate an accrual profile as normal.

    • The system stores the intended accrual amount without final cap enforcement at generation time.

    • On the accrual’s effective date, the posting process evaluates the current balance and applicable cap.

    • The system posts the correct full, partial, or zero accrual amount based on that effective-date calculation.

    • Regenerating a profile preserves already posted accruals and recreates only eligible future unposted entries.

    • Ensure the production posting job is running so effective-date capping can occur as designed.

  • Use Case - If a user’s future accrual was generated months in advance but their balance changed before the accrual date because of taken time off, the system now calculates the final accrual using the current balance on the posting date, resulting in a more accurate capped amount.

Charged Status Not Updated When User Is Removed

  • What - When a user is removed from a call shift, the system now explicitly clears the charged status so that removed users are no longer counted in call shift hour-based ranking calculations. Previously, a removed user could incorrectly retain a charged state, causing hours to continue affecting ranking.

  • Why - This fix was made due to customer request so call shift ranking remains accurate and removed users do not continue contributing charged hours after they are no longer part of the call shift.

  • How

    • Configure a call shift rule that charges hours when a user is contacted.

    • Create a call shift from the Shift Board and allow a user to be contacted.

    • Remove the user from the call shift.

    • Review the user’s status in the call shift.

    • The user now displays as removed without retaining the charged flag.

    • Ranking calculations now exclude the removed user’s charge-related hours.

  • Use Case - An admin who removes a user from a call shift after they were previously contacted can now be confident that the user’s charged hours are no longer counted in ranking calculations, preventing inaccurate movement in hours-based call shift lists.

Time Clock Hours Not Displaying in Timecard

  • What - Time clock punch entries added through the Time Clock module now display correctly in the user’s timecard when the applicable timecard setting is enabled. The timecard also correctly calculates and shows the related time clock totals, restoring visibility into recorded time without affecting stored punch data.

  • Why - This fix was made due to customer request so users and agencies can accurately review time clock activity and totals within the timecard for payroll visibility and reporting purposes.

  • How

    • Navigate to the Time Clock module.

    • Add a punch entry for a user.

    • Open Timecard Settings.

    • Enable the option to show time clock entries.

    • Open the user’s Timecard.

    • Review the time clock section and confirm the punch entry appears.

    • Confirm the displayed time clock total reflects the recorded entry.

  • Use Case - A payroll reviewer or supervisor can now open a user’s timecard and see the actual time clock punches and totals that were recorded in the Time Clock module, making it easier to verify worked time and reconcile hours accurately.