Guides & Playbooks
Everything you need to get the most out of Intelligent Roster — written by the team that built it, free for everyone.
🆘 Top Issues & Troubleshooting
View all →Solutions to the most common questions our users ask.
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🚀 Getting Started
View all →Essential guides for your first time using Intelligent Roster.
First-Time Setup: Admin Checklist
Step-by-step guide for admins setting up Intelligent Roster for the first time, from org settings through staff management.
First-Time Setup: Roster Builder Checklist
Step-by-step guide for roster builders (managers) creating rosters for the first time.
First-Time Setup: Staff Checklist
Simple guide for clinician staff getting started with Intelligent Roster.
Level 1: Streams & Patterns — Admin Setup Guide
Learn what streams are, why they matter, and how to set them up to organize your organization's departments and shift patterns.
Level 2: Vacancy Planning — Admin & Roster Builder Guide
Learn how to plan staffing needs by defining vacancies, craft groups, and scopes of practice.
📊 Understand the Levels
Learn how the 5-level system works, from your perspective.
Streams
Vacancy
Master
Availability
Living
📚 Browse by Topic
Browse all guides organized by topic.
Administration
16 guides
- Creating AI Rules for Multiple Staff Members at Once
- Environment Identity — Login Page Branding
- Hard Rules vs Soft Rules — How IRIS Uses Them
- How to Add New Staff
- How to Bulk Import Staff from CSV
Availability
8 guides
- Availability vs Leave – What's the Difference?
- Can I Change Availability After the Roster Is Published
- Detailed Guide to Setting Availability
- Fill Gaps as Unavailable and How to Undo It
- How to Set Your Availability
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
- Excel-Style Multi-Select and Bulk Assign
Shift Swaps & Open Shifts
19 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)