Administration
19 guides in this category.
Choose Which Reports Your Organisation Sees
Organizations → your organisation → Add-ons → Reports. Platform admins make each standard report available; organisation admins switch it on or off.
Creating AI Rules for Multiple Staff Members at Once
When creating a staff-level AI rule, you can now apply the same rule to multiple staff members in one action instead of creating it one person at a time.
Duty Board — Admin Setup and Configuration
Enable the Duty Board module for your organisation, configure proxy types, and manage homepage tabs (Staffing, FAQ, updates, and more).
Environment Identity — Login Page Branding
Super admins can brand the login page with their organization's logo and identity.
Hard Rules vs Soft Rules — How IRIS Uses Them
When configuring AI Rules for your organization, every rule falls into one of two categories:
How to Add New Staff
1. Go to Clinician Staff (Sidebar → Clinician Staff)
How to Bulk Import Staff from CSV
For initial go-live, or any large staff intake, use Bulk Import instead of adding staff one-by-one.
How to Create a Stream (Department)
Streams represent departments or work areas (e.g., Emergency, ICU, Red Stream).
How to Manage Staff Availability in the Admin Grid (Cell Popover)
The Staff Availability page (Sidebar → Staff Availability) shows a grid with staff names on rows and dates on columns. Each cell can contain one or more avai...
How to Publish the Roster
Publishing makes the roster visible to all staff.
How to Set Up Vacancy Planning
Vacancy planning defines how many staff you need per shift per day.
How to Use the IRIS Availability Audit Panel (Compliance, Conflicts, and Reminders)
The IRIS Availability Audit Panel is accessible from the Staff Availability page (Sidebar → Staff Availability). Open it by clicking the IRIS Audit button in...
IRIS Auto-Approve — Configure and Run the Pending Queue
Enable the IRIS Auto-Approve add-on, set strict-clean windows and exclusions, and process your backlog of open shift claims and accepted swaps from the Living Roster.
Org Library — Shared Documents for Your Organisation
The Library is a shared document store for your organisation. Administrators upload policies, leave forms, roster references, and other documents; all staff ...
Read-Only Access — AUDITOR Role and Viewer Accounts
Create read-only access for compliance officers, auditors, and observers. Use the dedicated AUDITOR role for reports and audit logs, or a STAFF viewer account for roster visibility only.
Roster Builder Permissions — What You Can and Can't Do
Your permissions are the intersection of two lists set by your Org Admin on your Clinician Staff record:
Scope of Practice — What It Is and Why It Comes Before Adding Staff
A Scope is a specific clinical capability or credential a staff member holds — for example Trauma, Paediatrics, Resus, ALS, Mental Health. Some shifts and st...
Searching Activity Logs and Compliance Reports
Every meaningful change in the system is logged: logins, MFA enrolments, role changes, staff edits, roster overrides, scope changes, leave approvals, SSO con...
Tier-Based Rest Periods — How Fatigue Rules Work
Rest period requirements scale with shift length — longer shifts require more rest before the next assignment.