Shift Board Overview: 7 Day View

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.

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

Required Permissions 

  • Access Scheduling – to enter the Scheduling module

  • Access Shift Board – to view shift assignments

Video 


Step-by-Step Guide

1. Click on Scheduling > Shift Board.


2. Click on 7 Days.


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.

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

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.

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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