Setting Up Your Roster: The Workspace

After submitting your initial roster description, you'll arrive at the main "Roster Setup Page". This is your dedicated workspace for refining and generating this specific roster. The page is divided into two main sections: the AI Chat Assistant on the left and the Roster Details on the right.

1. Left Panel: AI Chat Assistant

This panel is your interactive communication hub with the AI assistant.

  • Conversation History: See the ongoing dialogue between you and the AI.
  • AI Guidance: The AI will use your initial description and attached files to guide you through the setup process, asking clarifying questions as needed.
  • Interactive Input: Continue the conversation by typing messages in the input box at the bottom. Provide more details, answer questions, or request changes.
  • Attach More Files: Use the Paperclip icon (📎) to upload additional relevant files during setup.
  • Automatic Updates: Information you provide in the chat automatically updates the corresponding sections in the Right Panel (Roster Details).
  • Roster Name: The AI suggests a name for your roster at the top of the chat (e.g., "ICU Night Shifts"). Click the name to edit it if you prefer.

2. Right Panel: Roster Details (Tabs)

This panel displays and allows you to manage the detailed configuration of your roster. It's organized into tabs at the top. You can navigate using these tabs or the "Previous Step" / "Next Step" buttons at the bottom.

Tab 1: Basic Information

This tab covers the fundamental settings for your roster.

  • Roster Date Range: Set the start and end dates for this roster period. Click the dates to use a calendar picker or use the Quick Select buttons (e.g., "Next 7 days", "This month"). The total duration will be shown.
  • Shift Types: Define all the shifts needed (e.g., "A", "P", "N", "Long Day"). Use Quick Select buttons for common shifts or type custom names and click "Add". Click the 'x' on a shift badge to remove it.

Tab 2: Staff Details (Very Important!)

This is where you manage your team members and their specific information for this roster.

  • Add Staff: Click the "+ Add New Person" button at the bottom of the table for each team member.
  • Enter Names: Type each person's name in the "Name" column.
  • Add Columns for Details: Click the "+ button" in the table header (far right) to add columns for specific data like leave, seniority, or max shifts. A side panel will guide you to choose the column type and name.
  • Fill in Data: Enter the relevant information for each staff member in the columns you've added (e.g., select leave dates, choose seniority from a dropdown).

Tab 3: Rules (Very Important!)

This section is critical for defining the constraints and preferences the AI must follow when generating the roster.

  • AI Suggestions: Review rules the AI may have suggested based on your initial chat.
  • Add Rules: Use the Search Bar or browse the Rule Library to find and add standard healthcare rostering rules.
  • Configure Rules: Click on an added rule to set specific parameters (e.g., number of days off, which staff group a fairness rule applies to).
  • Edit/Remove: Modify existing rules or remove them if they are no longer needed.

Tab 4: Solve

This is the final step to generate your roster.

  • Review: Before solving, double-check that all information in the "Basic Information", "Staff Details", and "Rules" tabs is accurate.
  • Generate Roster: Click the "Solve Roster" button.
  • Wait: The AI will process your data and rules to find the best possible roster. This may take some time for complex schedules.