Level Orientation
11 guides in this category.
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 1: Your Department & Shift Schedule
Understand what your stream (department + shift) means and how it affects your roster.
Level 2: Vacancy Planning — Admin & Roster Builder Guide
Learn how to plan staffing needs by defining vacancies, craft groups, and scopes of practice.
Level 2: Why You're Needed — Craft Groups & Vacancies
Understand craft groups, scopes of practice, and how they determine which shifts you're eligible for.
Level 3: Master Roster — Admin Guide
Learn how to create repeating shift templates that serve as the baseline for all future rosters.
Level 3: Your Regular Shifts — Master Roster
Understand how the master roster determines your repeating shift pattern and consistency.
Level 4: Staff Availability — Admin Guide
Learn how staff set availability in My Availability, how leave is handled in Leave Planner, and how you review both before publishing the Living 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.
Level 5: The Living Roster — Admin & Roster Builder Guide
Learn how to publish, manage, and optimize the final roster using IRIS AI and fairness tools.
Level 5: Your Published Roster
Learn how to read your published roster, understand fairness, and request changes like swaps or open shifts.
Using the Duty Board
The Duty Board is a daily operational view beside the roster — check-ins, coverage, no-show alerts, proxy roles, and notices for the shift in front of you.