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How to Generate a Roster with IRIS

From The Living Roster:

  1. Go to The Living Roster (Sidebar → The Living Roster)
  2. Click Generate with IRIS
  3. Set your options:
    • Date range – which dates to fill
    • Stream – which department
    • Craft groups – which roles (or all)
    • Priority – Coverage first, Fairness first, or Preferences first
  4. Click Generate
  5. AI suggestions appear in purple
  6. Review each suggestion – accept, modify, or reject
  7. Accepted assignments become part of the roster

From IRIS Chat:

  • Just ask: "Generate a roster for Emergency for the next 2 weeks"
  • IRIS will check vacancies, staff availability, leave, and rules automatically

Tips:

  • Make sure vacancy planning is set up first (Sidebar → Vacancy Planning)
  • Staff availability should be up to date
  • Review AI suggestions before accepting – you're the final decision maker

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