Example Walkthrough: Setting Up a Call Roster

1. Go to the Chat Page: Log in and navigate to the main chat page.
2. Click Template: Find the template buttons below the main text box and click the "Call Roster" button. The text box will populate with a pre-defined description.

   Template Content Example:

   Create a monthly call roster with 3 shift types: 1st call, 2nd call, and 3rd call.
Each shift requires 1 person per day.
Rules:
- Each person can work at most 1 shift every 3 days (i.e., min 2 days off between shifts).
- Staff cannot be assigned on their Annual Leave days, or the day immediately before an Annual Leave day.
- Fairness: Minimize the difference in total shift counts between staff of the same seniority.
- Fairness: Minimize the difference in weekend + public holiday shift counts between staff of the same seniority (please specify your public holidays or locale).
- Distribution: Ensure shifts for each person are spaced out reasonably across the month.

3. Specify Locale (Optional but Recommended): For accurate public holiday calculations, add your location to the description. For example, you could add (Use Hong Kong public holidays) at the end of the fairness rule regarding holidays.
4. Submit: Click the Upward Arrow button (⬆️) to send your request to the AI. You'll be taken to the Roster Setup Page.

The AI assistant (in the left panel) will likely confirm the setup based on the template. Check the Basic Information tab in the right panel:

1. Date Range: Ensure the dates are correct for the month you need. If not, click the dates to select the correct range using the calendar, or use the "Next month" quick select button.
2. Shift Types: Verify that "1st call", "2nd call" and "3rd call" are listed under Shift Types. The AI should have added these automatically. If any are missing, add them using the input box and clicking "Add".

Now, provide the system with the details of your team members.

1. Add Staff: Click the "+ Add New Person" button at the bottom of the table for each team member. Type their names in the "Name" column.
2. Add Seniority Column:
   • Click the "+ button" in the table header (far right).
   • In the side panel that appears: Select Type: select, Enter Name: Seniority (or 'Grade', 'Rank', etc.), Click "Add Column".
   • Click the new "Seniority" column header. A menu will appear. Click "Edit Options". Add options like "Consultant", "Associate Consultant", "Trainee", etc., clicking "Add" after each. Click "Save".
   • For each staff member, click in their "Seniority" cell and select the appropriate option from the dropdown.
3. Add Leave Column:
   • Click the "+ button" in the table header again.
   • In the side panel: Select Type: dates, Enter Name: Annual Leave, Click "Add Column".
   • For each staff member taking leave during the roster period, click in their "Annual Leave" cell. A calendar will appear. Select the start and end dates of their leave. You can add multiple date ranges if needed.

Define the constraints for the roster. The AI may have already added some based on the template – review them and add/configure as needed.

1. Staffing Levels: Add a rule (search for "Each shift is assigned to x people."). Configure it: Set "Exactly 1 person" for shifts "1st call", "2nd call", and "3rd call" for "All days".
2. Days Off: Add a rule (search for "Each person works at most x shifts every y days."). Configure it: Set "Each person works at most 1 shift every 3 days."
3. Leave Constraint (Pre-Leave): Add a rule (search for "Shift must not be assigned within x days before their leaves."). Configure it: Set "Shift must not be assigned within 1 day before their leaves." for "Any Shift" and the "Annual Leave" column. (Note: The system automatically prevents assignments *during* the leave dates entered in the Staff Details tab).
4. Fairness (Total Shifts): Add a rule (search for "Minimize the shift count difference for each person."). Configure it: Choose "Minimize difference in total count of Any Shift". Crucially, select "Apply rule per group" and choose the "Seniority" column as the grouping factor. This ensures fairness *within* each grade.
5. Fairness (Weekend/Holiday): Add another fairness rule (search for "Minimize the shift count difference for each person."). Configure it: Choose "Minimize difference in total count of Any Shift" on "Weekends + Public Holidays". Specify your location for Public Holidays (e.g., "Hong Kong"). Again, select "Apply rule per group" and choose the "Seniority" column.
6. Distribution: Add a rule (search for "Try spacing out shifts x days apart"). Configure it to apply to "Any Shift" for "All Staff" with "at least 5 days apart".

1. Generate: Once all information and rules are set, click the "Generate Schedule" button.
2. Review: Examine the generated timetable in this tab. Check if shifts are covered and rules are respected.
3. Iterate (If Needed): If adjustments are needed, go back to the Staff Details or Rules tabs, make changes, and click "Generate Schedule" again.
4. Export: When satisfied, click the "Export to Excel" (or similar) button to download the final roster.