The schedule grid: who works when, Add shift, and one sheet per shift

Scheduling & Coverage opens on one grid: a row per professional, a column per day, the open shifts on top with each day's filled count. Add shift is one sheet; tap a shift for Change, Offer to … and Remove.

5 min readUpdated For: family

Scheduling & Coverage opens on Schedule, a grid of who works when. The top row is Open shifts: under each day, how many of that day's shifts have someone on them out of how many need someone (1/2 means one of two), then the shifts nobody is on yet. Below it is one row per professional on your Home Care Team, with their credential (CNA, LPN …) and the hours they are booked in the days on screen. The Care team is never on it. Week, Two weeks and Month change how many days show; ‹ and › move by that much, and Today comes back. Two weeks and a month scroll sideways inside the grid; the page itself does not.

Every shift is one block with its time, a sun, a sunset or a moon for a day, evening or overnight shift, 💊 when it gives medication, and one status in words and colour: Open (nobody on it yet), Offered (offered to one professional, waiting for an answer), Booked (a professional is on it), Cancelled (an open shift you posted for a day and took back), Ended (a shift taken off the schedule, on the days it ran) and Day off (a day the professional gave up; its open shift shows in the Open shifts row). The legend under the buttons says the same. On a phone the grid becomes a list, day by day: the date, the day's count, then a card per shift with its time on a coloured block on the left.

+ Add shift opens one sheet. Tap an empty square in someone's row and the sheet opens with that person and that day filled in. Choose One day and the date, or Every week, the days it repeats on and the first day. Pick a shift type: Day (7 AM – 3 PM), Evening (3 PM – 11 PM), Overnight (11 PM – 7 AM), Live-in (12:00 AM – 11:59 PM, the whole day) or PRN (as needed, 9 AM – 5 PM to start); the times stay editable. Set how many people with − and + (up to six), pick who for each or leave Open — nobody yet, switch on Gives meds if it does, add a note if you like, and tap Save. Someone who can't be picked says why next to their name: not allowed to give medication (on a shift that gives meds), or a required credential overdue with the block on. Someone who hasn't finished Getting started can be picked; the shift is kept and the clock waits until they finish. If the person isn't confirmed for medication, the sheet says so and offers Save anyway, which is recorded. A day before today asks Put it on past days too? first.

A one-day shift is a shift on that day only; it is changed, offered, removed and kept in Schedule history like any other. Every week is a regular weekly shift, kept as versions exactly as before.

Tap any shift for its sheet: the date and time, who is on it (or Open — nobody yet), how often it repeats, Gives meds and the note, and three things to do. Change opens the same sheet on that shift; for a weekly shift you pick the day the change starts (next Monday by default) and earlier weeks keep what they had. Offer to … picks one professional to offer an open shift to; they answer on My shifts, and Take back the offer withdraws it. Remove opens the same End panel as before: Remove it now (nothing from today on; a shift that never ran is discarded) or Pick its last day, with a reason if you like. On a shift with several people you choose the whole shift or just one person (their spot stays open). Schedule history at the bottom opens Activity for that person. An open shift posted to the team for one day (Open Shifts) is removed the same way; whoever took it is told.

The older list of every regular shift is still there as List, for a role on each person (RN, CNA, Phlebotomist …), Fix a typo and the Ended versions. Calendar shows the same shifts by the hour, where a shift can be dragged to another day or time. Nothing is published or drafted here yet: a shift you save is on the schedule, and the people on it see it on My shifts.

Step by step

  1. 1Open Scheduling & Coverage; it opens on Schedule.
  2. 2Tap + Add shift, or an empty square in a professional's row.
  3. 3Choose One day or Every week, a shift type, how many people and who, Gives meds, and tap Save.
  4. 4Tap a shift to open its sheet, then Change, Offer to … or Remove.
  5. 5Use Week, Two weeks or Month, ‹ › and Today to look ahead or back.
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