Creating Your First Roster
Once you're logged in, you'll arrive at the main "Chat Page". This is where you'll initiate the creation of a new roster by communicating your needs to the AI assistant.
1. Describe Your Roster Needs
The central feature of this page is a large text box. Use this space to clearly describe the roster you need the AI to create.
Be Specific:
- Type & Duration: Specify the kind of roster (e.g., monthly call roster, weekly nursing schedule) and the time period it should cover.
- Shifts: List all the different shifts involved (e.g., "Morning Clinic", "Night Call", "A", "P", "N"). Include days or times if they are fixed.
- Staffing Levels: Indicate how many people are required for each shift on a given day (e.g., "1 person for Night Call", "2 nurses for Morning shift").
- Key Rules: Mention any crucial constraints or preferences, such as minimum days off between shifts, fairness goals (e.g., "distribute weekends fairly"), or specific staff limitations.
Example Description:
Create a monthly call roster for the Paediatrics department.
Shifts are 1st call, 2nd call, 3rd call. Need 1 person per shift per day.
Rules: Min 2 days off between shifts. Staff cannot work on their leave days or the day before leave. Ensure fair distribution of total shifts and weekend/holiday shifts among staff of the same grade. Use Hong Kong public holidays.
2. Use a Template (Optional Shortcut)
If you're unsure how to phrase your requirements or want a quick start, you can use one of the pre-defined templates.
Below the main text box, you'll find buttons for common roster types:
- "Call Roster"
- "Duty Roster"
- "EM Ward Roster"
- "Nursing Roster"
Clicking one of these buttons will automatically fill the text box with a standard set of requirements for that roster type. You can then easily edit and customize this template to match your specific needs.
3. Attach Supporting Files (Optional)
You can provide the AI with additional context by attaching relevant files, such as spreadsheets containing staff names, roles, or pre-approved leave dates.
- Click the Paperclip icon (📎) located below the text input area.
- Select the relevant Excel (.xlsx, .xls) or CSV (.csv) file(s) from your computer.
- The AI will process the data in these files and use it during the roster setup process.
4. Submit Your Request
Once you are satisfied with your roster description and have attached any necessary files, it's time to submit your request to the AI.
- Click the Upward Arrow button (⬆️) located on the right side of the text input area.