Shift Board Overview: 30 Day View

Shift Board Overview: 30 Day View

Purpose Statement

  • Provide end users with an overview of the 30-Day View on the Shift Board.

  • This feature allows users to see staffing coverage and assignments over a month-long period to assist with planning, scheduling awareness, and operational readiness.

Background Information

  • The Shift Board 30-Day View displays all scheduled personnel and apparatus assignments for a rolling 30-day timeframe.

  • πŸ‘₯ Common use cases include:

    • βœ… Reviewing overall staffing levels for upcoming weeks

    • βœ… Identifying days with limited coverage to plan proactively

    • βœ… Checking department-wide shift assignments for operational readiness

    • βœ… Verifying that all shifts are staffed for compliance and safety

Required Permissions πŸ”‘

  • Access Scheduling β€“ to enter the Scheduling module

  • Access Shift Board β€“ to view shift assignments

Video 


Step-by-Step Guide

1. Click on Scheduling > Shift Board.



2. Click on 30 Days.

Click on 30 Days.


3. The 30-day view shows all assignments collapsed down with a number of individuals assigned located on the right. The colors allow you to quickly see the staffing levels.
  • Green is full and level staffing. 
  • Red is below staffing levels. 
  • Blue is above staffing levels. 

The 30 day view shows all assignments collapsed down with a number of individuals assigned located on the right. The colors allow you to quickly see the staffing levels.


4. Click on the Expand Icon to open up all assignments. This will allow you to see the individuals assigned. 

Click on the Expand Icon to open up all assignments. This will allow you to see the individuals assigned.


5. You can also click the plus sign to open up one assignment at a time. 

You can also click the plus sign to open up one assignment at a time.


6. The next button collapses vacancies on the Shift Board. Finally, the search bar allows you to search for a User, Qualifier, Group, Rank, or District.

The next button collapses vacancies on the Shift Board. Finally, the search bar allows you to search for a User, Qualifier, Group, Rank, or District.


7. The blue arrows allow you to navigate Month by Month, or you can click the Calendar Icon to jump further in advance. When you are off of the current month, the Today button will turn blue, allowing you to rapidly return. 

The blue arrows allow you to navigate Month by Month, or you can click the Calendar Icon to jump further in advance. When you are off of the current month, the Today button will turn blue allowing you to rapidly return.


8. The filters work to allow you to filter down by:
  1. Boards: These are pre-saved views that limit which assignments appear.
  2. Assignments: This allows you to choose which assignments will appear.
  3. Rotations: This allows you to filter down to a particular Rotation.


Best Practices ⭐

  • βœ… Do:

    • βœ”οΈ Review the 30-Day View weekly to ensure upcoming shifts are fully staffed.

    • βœ”οΈ Identify potential staffing shortfalls early to initiate backfills.

    • βœ”οΈ Use the view for strategic planning of training, leave approvals, or special assignments.

  • ❌ Don’t:

    • βœ–οΈ Assume daily views will provide adequate awareness for long-term planning.

    • βœ–οΈ Overlook upcoming dates with limited or no staffing entered.

  • ⚠️ Common Mistakes to Avoid:

    • Confusing personal schedule views with the department-wide 30-Day View

    • Failing to review far enough ahead, leading to last-minute scheduling challenges

Troubleshooting & FAQs πŸ› οΈ

  • ❓ I can’t see the 30-Day View option. Why?
    ➑️ Ensure you have Access Shift Board permission and are using the latest version of Scheduling.

Use Case Examples πŸ’‘

  • Operational Planning: Supervisor reviews 30-Day View to ensure adequate paramedic staffing for all upcoming weekends.

  • Coverage Verification: Admin checks the board to confirm fire apparatus have personnel assigned throughout the next month.

  • Leave Impact Assessment: Scheduling administrators assess how upcoming leave requests affect staffing levels in the broader monthly view.


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