Shift Board Overview: 7 Day View

Purpose Statement

• Provide users with a clear understanding of the Seven-Day View on the Shift Board.

• This feature allows users to see staffing and unassigned shifts for an entire week, enabling proactive scheduling decisions and operational planning.

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Background Information

• The Seven-Day View displays scheduled personnel, and apparatus assignments over a rolling seven-day period.

• 👥 Common use cases include:

  • ✅ Reviewing upcoming week staffing for shift coverage planning

  • ✅ Identifying unassigned slots that need backfill before the shift day

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Required Permissions 🔑

• Access Scheduling – to enter the Scheduling module

• Access Shift Board – to view shift assignments

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Video 

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Step-by-Step Guide

1. Click on Scheduling > Shift Board.

2. Click on 7 Days.

3. In the upper left-hand corner you can:

1. Expand the assignments. This allows for Admin to make changes as needed.
2. Collapse the vacancies on the shift board. 
3. Search for a User, Qualifier, Rank, Group, or District.

4. The Date Functions allow you to:

• Click the arrows to jump Week by Week. 
• Or, click the calendar to jump farther in advance. 
• When you are off of the current week, the Today button will turn blue, allowing you to rapidly return to the current week.

5. The filters allow you to:

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.

6. The assignments appear down the left, with the users down the right. The colors at the top are the rotations on that particular day.

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Best Practices ⭐

• ✅ Do:

  • ✔️ Review the Seven-Day View at least weekly to identify coverage gaps early.

  • ✔️ Monitor unassigned slots proactively to initiate backfills before shift day.

• ❌ Don’t:

  • ✖️ Assume all shifts are staffed without reviewing each day thoroughly.

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Use Case Examples 💡

• Weekly Staffing Review: User reviews Seven-Day View on Monday to ensure all shifts are covered for the upcoming week.

• Leave Impact Assessment: User checks upcoming leave requests against the Seven-Day View to ensure operational coverage remains compliant.

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