Creating and Managing Schedules

Understanding Schedules

Schedules define when and where your staff should perform check-ins. A well-designed schedule ensures consistent coverage and clear expectations.

Creating a New Schedule

Navigate to Schedules in the sidebar

Click Add Schedule

Fill in the schedule details:

Title: A descriptive name (e.g., "Morning Security Round")

Checklist: Select which checklist to use

Location(s): Choose one or more locations

Staff: Assign staff members

Setting the Frequency

Daily

Runs every day at the specified time

Good for: Security patrols, cleaning checks

Weekly

Select which days of the week

Good for: Deep cleaning, maintenance inspections

Monthly

Choose specific dates or "first Monday", etc.

Good for: Equipment inspections, safety audits

Time Windows

Each schedule has a check-in window:

Start Time: When staff can begin checking in

End Time: Deadline for completing the check-in

Grace Period: Extra time before marking as "late"

Example:

Start: 8:00 AM

End: 9:00 AM

Grace: 15 minutes

Staff can check in 8:00-9:00, marked late if after 9:00, missed if after 9:15

Multiple Staff Assignments

You can assign multiple staff to one schedule:

All required: Every assigned staff must check in

Any one: Only one staff member needs to check in

Rotating: Automatically rotates through staff

Enabling Notifications

Toggle notifications to alert:

Staff before their check-in window starts

Admins when check-ins are missed

Supervisors for escalation

Best Practices

Name schedules clearly - Include location, time, or purpose

Allow reasonable windows - Avoid too-tight deadlines

Group related locations - Create efficient rounds

Review regularly - Adjust based on actual completion patterns

Understanding Schedules

Creating a New Schedule

Setting the Frequency

Time Windows

Multiple Staff Assignments

Enabling Notifications

Best Practices

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