Intelligent Roster

Intelligent Roster® — IRIS

How IRIS Works

Your in-app AI assistant — built for healthcare rostering. It understands your streams, craft groups, rules, and staff. Plain English in; smart, explainable answers out.

The Big Idea

Structure First, Then Shifts

IRIS doesn’t “just fill empty cells.” Before it places anyone on a roster, it already understands your department from four angles. The better your setup, the better every suggestion.

👥

Who You’re Rostering

Roles, craft groups, and scope of practice — so every shift has the right person, not just a warm body.

RN · EN · Doctor · Specialty scope
🏥

Where They Work

Departments (streams) and services — so coverage matches your operational reality, not a generic template.

ED · Fast Track · Resus · ICU
📊

How Demand Behaves

Patterns across the week — Monday ≠ Friday, Fast Track ≠ Resus. IRIS knows the difference and staffs accordingly.

AM · PM · Night · Long Day · Weekends
🛡️

What Must Be Protected

Fatigue, training, leave, and contracts — so flexibility doesn’t turn into chaos or compliance risk.

Rest rules · Leave · Consecutive days · Scope
Five-Level Architecture

The Five Levels — What You Need to Know

IRIS works through five distinct layers. Keep Levels 1–4 in good shape and Level 5 — the living roster — is where IRIS helps you build, fill, and validate.

# Level & Purpose Your Role
1
Streams & Shift Patterns
Which shifts can exist — by department and shift type (AM, PM, Night, Long Day).
Define your streams and the shift patterns that belong to each one.
2
Vacancy Planning
How many staff are needed per shift — by craft group, scope, and mandatory skills.
Set required roles and mandatory qualifications per shift and day.
3
Master Roster
Repeatable baseline patterns and core coverage — your sensible starting point.
Maintain templates so IRIS has a reliable foundation for suggestions.
4
Staff Availability
When people can and prefer to work. Set via “My Availability.” Highest priority input.
Encourage staff to keep availability up to date — it directly improves suggestions.
5
The Living Roster ✦
The actual roster: who is assigned to what, when. This is where IRIS works with you.
Use IRIS here to generate, fill gaps, validate, and publish.
💡 Key insight: When you ask IRIS to “generate a roster” or “fill gaps,” it uses Levels 1–4 as input and produces assignments at Level 5. The better Levels 1–4 are set up, the better every suggestion will be.
How IRIS Decides

Hard Rules vs Soft Rules

IRIS never breaks a hard rule — ever. Soft rules are optimised when possible, and when they flex, you always see why.

Hard Rules — Never Broken

Always Protected

IRIS will not suggest any assignment that violates a hard rule. These are absolute. No exceptions.

  • Minimum rest between shifts (e.g. 10 hours)
  • Maximum consecutive days or nights
  • Scope of practice — right role, right shift
  • Approved leave blocks all assignment
  • Regulatory and contractual constraints
Soft Rules — Optimised When Possible

Balanced and Explained

IRIS optimises soft rules when it can. If it ever needs to flex one, it shows you the reason — clearly.

  • Preferred shift types (e.g. “prefer mornings”)
  • Ideal weekend balance across the team
  • Night shift distribution
  • Personal patterns and preferences
  • Fairness targets across 7 dimensions
IRIS in Action

What You Can Ask IRIS

Type in plain English from the Dashboard or The Living Roster. Use IRIS’s suggestions as a starting point — accept, modify, or reject each one.

Coverage & Roster Generation

Who’s on nights next week?
Show me coverage gaps for Emergency.
Fill all gaps for ED next fortnight.
Generate a roster for Emergency for the next two weeks.
Are we fully covered next week?

Fairness & Compliance

Who has the most weekend shifts?
Run a fairness audit for January.
Any rule violations in the current roster?
Suggest swaps for Dr Smith.
How many hours has Dr Patel worked this month?

Assignments & Edits

Assign Dr Patel to AM shift on Monday in Emergency.
Remove the Night shift for Nurse Kim on Friday.
Swap Dr Lee and Dr Wong on Tuesday night.

How-To (Platform)

How do I publish the roster?
How do I approve a shift swap?
How do I set up a new stream?
How do I add a new staff member?
Who Does What

IRIS Assists. You Decide.

IRIS never publishes or approves anything on your behalf. Every decision stays with you — IRIS just makes those decisions faster and better-informed.

🤖 IRIS Can

  • Generate a complete, optimised roster in under 30 seconds
  • Suggest individual assignments and gap fills
  • Flag rule violations, conflicts, and coverage gaps
  • Run fairness audits across 7 dimensions
  • Explain every suggestion with its reasoning
  • Answer questions about the roster in plain English
  • Guide you through how to use any part of the platform

👤 You Keep

  • Final review and approval of every suggestion
  • The decision to publish the roster
  • The right to override with your own reasoning
  • Control over how much to rely on AI — full generation, gap-fill only, or validation only
  • Clinical and operational judgement IRIS can’t have
  • All governance and accountability
Your Assistant

IRIS Is Here for You

IRIS is your personal assistant inside the app. Ask about your shifts, your leave, your hours, or how to do anything in the platform — in plain English, no commands needed.

📅

Your Shifts & Roster

Ask what you’re working, when your next day off is, or who you’re working with — IRIS reads your live roster to answer accurately.

⏱️

Your Hours & Fairness

Check how many hours, nights, or weekends you’ve worked this month — IRIS pulls it straight from your real data.

🏖️

Your Leave

See what leave you have coming up, how many days you’ve used, or ask how to submit a new leave request step by step.

🔄

Swaps & Availability

Check pending swap requests, see what availability you’ve set, or ask IRIS to walk you through how to request a swap.

How To Use It

Five Simple Steps

Using IRIS is as simple as sending a message. Here’s how to get the most from it.

1

Open IRIS

Find the IRIS chat icon on your Dashboard or in the app sidebar.

2

Type Naturally

Ask in plain English — “What are my shifts this week?” No special commands needed.

3

Get a Real Answer

IRIS answers using your live data — actual shifts, leave, and availability.

4

Ask How-To

For “how do I…?” questions, IRIS gives step-by-step instructions that match the real app.

5

Check the Screen

If something doesn’t look right, go to My Shifts or Leave Planner to verify and take action.

Example Questions

What You Can Ask IRIS

Here are real examples — just type something like these in the chat.

Your Shifts

What are my shifts this week?
Am I working this weekend?
When is my next day off?
Who am I working with tomorrow?
What are the shift times for AM?

Your Hours & Fairness

How many hours have I worked this month?
How many weekends have I worked?
How many night shifts have I had?
What are the upcoming public holidays?

Leave & Swaps

What leave do I have coming up?
How many leave days have I used?
Do I have any pending swap requests?
What availability have I set for next month?

How-To (Platform)

How do I request a shift swap?
How do I request leave?
How do I sync my roster to Google Calendar?
How do I set my availability?
How do I change my password?
Good to Know

What IRIS Doesn’t Do

IRIS is here to inform and guide you — but it doesn’t make changes on your behalf.

🔒

Can’t Change Your Roster

Only roster builders and admins can assign, remove, or publish shifts. IRIS explains; they decide.

👁️

Only Sees Your Data

IRIS only has access to your own shifts, leave, hours, and availability. It cannot see other staff’s private information.

✍️

Can’t Approve Requests

IRIS can’t approve leave or swap requests — but it can walk you through exactly how to submit them step by step.

Built on Strong Principles

What IRIS Always Stands For

Whether you’re a roster builder or a staff member, these principles never change.

🏥

Built for Healthcare

Designed for clinicians, roster builders, department heads, and workforce leaders — by people who understand healthcare rostering from the inside.

🔍

Transparent by Design

IRIS doesn’t hide complexity — it handles it responsibly. Every suggestion comes with a reason. Every exception is visible. Every decision is auditable.

🛡️

Workforce Data Only

IRIS works only with workforce data. It does not store or process patient data — ever. Privacy and data boundaries are fundamental, not optional.

⚖️

Fairness & Trust

Good rostering isn’t about perfection — it’s about resilience, fairness, and trust. IRIS supports that by making rules visible and decisions explainable.

Quick Reference

I Want to… Where Do I Start?

I want to… Who Where to start
Generate or fill a roster Roster Builder The Living Roster → Generate with IRIS, or ask IRIS in chat.
Check coverage or fairness Roster Builder Ask IRIS (“coverage gaps”, “fairness audit”) or use Fairness Intelligence.
See my shifts / hours / leave Staff Ask IRIS or go to My Shifts, Leave Planner.
Learn how to do something Both Ask IRIS — “How do I…?” — and it will walk you through step by step.
Request leave or a shift swap Staff Leave Planner or Shift Deck. Ask IRIS to explain the steps.
Approve leave or swaps Roster Builder Leave Planner, Shift Deck. Ask IRIS to explain the approval process.
Validate the roster before publishing Roster Builder Ask IRIS “any rule violations?” or use Roster Health.
Sync my roster to my phone calendar Staff Ask IRIS “How do I sync to Google Calendar?” for step-by-step instructions.
Ready to See It?

Try IRIS for Yourself

See how IRIS works in a live environment — or book a guided demo with our team.