To set up day-after rules in Attending schedules, click on a shift or service name
that you want to establish a rule for. In the Infobox Window, select Day-after
rules... For resident schedules, go to Window → Day-after rules.
There are two rule types: On rules ("must") and Off rules ("must not").
An "On" rule automatically places the staff member into the shift or service. An "Off"
rule filters the staff member from your staffing list according to the rule. You may
set both kinds of rules for each shift or service.
The 7-column grid represents same day, next day, two days after, etc. It does not
represent Sunday through Saturday.
In this example, when a staff member is on call on a particular day, he/she can't
be on "Backup" the same day and can't serve the same call the next day. The maroon
"X" indicates when a staff member can't work. Notice in
the example, that "M. Rover" initials "MR" does not appear in the selection the next
the admin, you may override the rules anytime when you need to.
- To override an "Off" rule: switch the Infobox window view to All
Staff. You'll see a list of all your staff whether they are available or not.
Staff that are unavailable are flagged with a symbol. The maroon X with a blue arrow
through it is the flag for a rule violation. Select the staff member's name to place
into the assignment. The flag continues to appear next to the staff member's name
on the schedule. Violated rules appear flagged in the OnCall schedule, but not at
- To override an "On" rule: Disable Pattern fill call in the Options
Menu along the top.
Use Add-on rules when there is an exception to your "On" and "Off" rules. To
enable, hold down CTRL while you click on the maroon "X"
or the green ✔ in the rule. The Rule Writer
Window appears to create an "Add-on" rule. Use the bottom drop-down box to set the
parameters of the rule. For example, if a staff member can't be on call the next day
except for weekends, then select "Day of week" from the list. Then click Monday-Friday.
Once finished, the Add-on rule displays yellow in the rule.
Select the by week option if the rule is weekly instead of daily. For example,
if you can't be on call two weeks in a row. Or if you can't be on Backup call the
following week of call.