Guides & Playbooks
Practical guidance for ED-first rostering and hospital-wide workforce management.
Do this now
Day-to-day tasks for your role — start here instead of browsing categories.
View my shifts
1. Go to My Shifts (Sidebar → My Shifts)
Open guide →Set my availability
Your availability tells roster builders when you can and prefer to work.
Open guide →Request leave
1. Go to Leave Planner (Sidebar → Leave Planner)
Open guide →Request a swap
1. Go to My Shifts (Sidebar → My Shifts)
Open guide →Request an open shift
Open shifts are vacant shifts that need to be filled. You can browse and request them from the Shift Deck or My Shifts calendar.
Open guide →Instant claims & auto-approve
When your organisation has IRIS Auto-Approve enabled, some open shift claims and accepted swaps may complete instantly — and some will still need manager review.
Open guide →Shift Deck overview
There are three ways to manage your shifts through the Shift Deck:
Open guide →Can't make a shift?
1. Try a direct shift swap first — go to My Shifts → right-click the shift → Request Swap
Open guide →Sync roster to your phone
You can add your shift roster to Google Calendar, Apple Calendar, Outlook, or any calendar app that supports subscriptions. Your calendar will automatically ...
Open guide →Common questions
View all →Troubleshooting and quick answers when something isn't working as expected.
General Troubleshooting
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I'm Rostered During My Approved Leave
If you see a shift assigned during your approved leave period:
My Shifts Are Missing or Wrong
1. Check you're viewing the correct date range (use the week picker)
How to Set Up Multi-Factor Authentication (MFA)
Multi-factor authentication adds an extra layer of security to your account.
Getting Started
View all →Foundation guides for setting up the structure that makes ED and acute-care rostering work.
First-Time Setup: Staff Checklist
Simple guide for clinician staff getting started with Intelligent Roster.
Level 4: Tell Us When You Can Work
Learn how to set your availability and request leave — two separate workflows — so admins can build a roster that works for you.
Browse by Topic
Browse all guidance by topic, from staff self-service to workforce governance.
Administration
18 guides
- Creating AI Rules for Multiple Staff Members at Once
- Duty Board — Admin Setup and Configuration
- Environment Identity — Login Page Branding
- Hard Rules vs Soft Rules — How IRIS Uses Them
- How to Add New Staff
Availability
7 guides
- Availability vs Leave – What's the Difference?
- Can I Change Availability After the Roster Is Published
- Detailed Guide to Setting Availability
- How to Set Your Availability
- Setting Multiple Availability Blocks for the Same Day
Fairness
2 guides
Getting Around
9 guides
- General Troubleshooting
- How Support Tickets Work
- How to Submit a Support Ticket
- I'm Rostered During My Approved Leave
- My Shifts Are Missing or Wrong
IRIS Assistant
4 guides
Leave Management
18 guides
- Filtering Leave Requests by Staff Member
- How to Amend a Leave Request (Including Custom Hours)
- How to Approve a Leave Withdrawal Request (Manager)
- How to Approve Leave (Roster Builder)
- How to Cancel Approved Leave (Admin)
Notifications
4 guides
Profile & Account
5 guides
Reports & Exports
4 guides
Roster Building
32 guides
- Assigning a Staff Member Outside Their Craft Group (Override)
- Assignment Comments — Visible to All Staff
- Checking Your Hours, Weekends, and Shift Fairness
- Compliance Warnings and How to Override Them on the Living Roster
- Exporting the Living Roster — PDF, Excel, and iCal
Shift Swaps & Open Shifts
22 guides
- Bulk Approving and Declining Open Shift Requests
- Direct Swap vs Open Swap vs Open Shift – Which to Use
- How to Approve an Open Shift Claim — Live Eligibility Card
- How to Approve Shift Swaps and Open Shift Requests (Roster Builder)
- How to Broadcast an Open Shift (Manager Workflow)
Vacancy Planning
10 guides
- How to Add Extra Craft Groups to an Open Shift (Beyond Level 2)
- How to Add or Remove Craft Groups and Scopes Across a Whole Stream
- How to Bulk Close Open Shifts Without Losing Pending Requests
- How to Bulk Edit Multiple Open Shifts at Once
- How to Edit an Existing Open Shift