Understanding the Five-Level Roster System
The Five-Level Roster System
Intelligent Roster uses a structured five-level architecture. Each level builds on the previous one:
| Level | Name | What It Is | Who Manages It |
|---|---|---|---|
| 1 | Streams & Patterns | Which departments exist and what shift types they use (AM, PM, Night) | Organization Admin |
| 2 | Vacancy Planning | How many staff are needed per shift per day, by craft group and scope | Roster Builder |
| 3 | Master Roster | Repeatable baseline roster templates (e.g., a 4-week rotation cycle) | Roster Builder |
| 4 | Staff Availability | When each staff member can, prefers to, or cannot work | Staff (self-service) |
| 5 | The Living Roster | The actual published roster — where all levels converge | Roster Builder + IRIS |
How they work together
- Level 1 defines what shifts can exist
- Level 2 defines how many staff you need
- Level 3 provides a repeatable baseline to start from
- Level 4 tells IRIS who is available
- Level 5 is where IRIS generates and you publish the final roster
Key principle
The better Levels 1–4 are set up, the better IRIS's suggestions will be at Level 5. IRIS uses Levels 1–4 as input every time it generates or fills gaps.
Tip: Think of Levels 1–4 as the "setup once, maintain occasionally" foundation, and Level 5 as your daily workspace.