Intelligent Roster

Intelligent Roster® — Technical Guide

Inside IRIS

A technical guide for roster builders and staff — how IRIS is structured, how it makes decisions, what it can do, and what stays with you.

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 the roster reflects real clinical capability, not just headcount.

RN · EN · Doctor · Scope of practice
🏥

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 compliance risk or clinical chaos.

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

The Five Levels — What You Need to Know

IRIS works through five distinct layers. Keep Levels 1–4 well maintained 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 reliable starting point.
Maintain templates so IRIS has a sensible foundation for every suggestion.
4
Staff Availability
When people can and prefer to work — set via “My Availability.” The 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 configured, the better every suggestion will be.
How IRIS Decides

Hard Rules vs Soft Rules

IRIS is designed never to break a hard rule. Soft rules are optimised when possible — and when they flex, you always see why. Use Roster Health to review the full picture at any time.

Hard Rules — Designed Never to Break

Always Protected

IRIS is designed never to suggest an assignment that violates a hard rule. These represent absolute constraints — rest, scope, and leave are non-negotiable.

  • 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, Explained When Flexed

Balanced and Transparent

IRIS optimises soft rules when it can. If it ever needs to flex one, it shows you the reason clearly — so you can accept, modify, or override with your own judgement.

  • 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

Open IRIS from the Dashboard or The Living Roster and type in plain English. Use suggestions as a starting point — accept, modify, or reject each one. You stay in control.

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, approves, or finalises anything on your behalf. Every decision stays with you — IRIS 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 any part of the platform step by step

👤 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 does not 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 special 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 leave request step by step.

🔄

Swaps & Availability

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

How to Use It

Five Simple Steps

Using IRIS is as simple as sending a message. No training needed — just type what you want to know.

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 looks off, go to My Shifts or Leave Planner to verify and take action.

Example Questions

What You Can Ask IRIS

These are real examples — just type something like these in the chat and IRIS will answer using your data.

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 never makes changes on your behalf.

🔒

Can’t Change Your Roster

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

👁️

Only Sees Your Data

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

✍️

Can’t Approve Requests

IRIS cannot approve leave or swap requests. It can walk you through how to submit them — step by step — but approvals go through your roster builder.

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 roster remains auditable.

🛡️

Workforce Data Only

IRIS is technically enforced to hold workforce data only — roster assignments, availability, leave, and shifts. It does not store or process patient data.

⚖️

Fairness & Trust

Good rostering is about resilience, fairness, and trust — not perfection. IRIS supports that by making rules visible and every decision 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 Roster Health.
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 first.
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?

See IRIS in Action

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