How to Add or Remove Craft Groups and Scopes Across a Whole Stream

Stream-wide Add / Remove (craft groups and scopes)

When a whole stream needs the same craft or scope change — for example adding Senior Registrar to every OR group, or removing a scope from all shifts — use the stream-header pencil on Vacancy Planning. This updates requirements only; it does not replace every slot from scratch like the shift-pattern row edit does.

Where to find it

Go to Sidebar → Vacancy Planning (/staffing-vacancies)
Expand the stream you want to change
Hover the stream name row (the grey header above its shift patterns)
Click the purple layers icon that appears — tooltip: Add or remove craft groups & scopes across all patterns in [stream] (from this week forward)

The modal title reads Edit [Stream Name] — All Future Weeks.

What you can change

Add or Remove (one operation per apply)
Select one or more craft groups and/or one or more scopes of practice
Changes apply to every requirement in that stream, for every shift pattern, from the Monday of the week you are viewing onward
Past weeks are not changed

What stays the same

Staff counts (requiredCount) on each slot are preserved
Craft groups and scopes you do not select are left untouched
Staff already assigned to those shifts are never unassigned by this tool

How OR groups behave

Situation	What happens
Add a craft to a single-craft slot	The slot becomes an OR group (existing craft + new craft)
Add a craft already in the OR group	No change for that row (already present)
Remove one craft from an OR group	The other options stay; if only one craft remains, the row collapses back to single-craft
Remove the only craft on a slot	That row is skipped — you cannot leave a requirement with zero craft groups. The review step reports how many were skipped

Scope changes follow the same add/remove logic on the requirement's mandatory scope list.

Step by step

Open the stream pencil modal
Choose Add or Remove
Tick the craft groups and/or scopes you want to change (Remove only lists crafts/scopes currently used in the stream)
Click Next: Review — the preview shows affected weeks, dates, requirements changed, and any skipped rows
Type APPLY ALL to confirm
Click Add across all future weeks or Remove across all future weeks

After you apply — check roster quality

Changing requirements does not automatically move people off shifts. If an assigned person's craft group or scope no longer matches the updated requirement:

The mismatch appears in The Living Roster → Roster Health under Craft Group Mismatches or Scope of Practice Mismatches
Use the Resolve tab in Roster Health to review and remove unsafe assignments, then Fill Gaps or manually restaff
For batch IRIS suggestions, open Resolution Plan Builder from Roster Health's Resolve flow (or the conflict-resolution action on The Living Roster when conflicts are present)

Already-published open shifts for affected dates are resynced to match the new Level 2 requirements where possible.

Stream edit vs shift-pattern row edit

Action	Opens	Effect
Stream header layers icon (purple)	Add / Remove modal	Adds or removes crafts/scopes on existing requirements; counts preserved
Shift-pattern row (blue pencil on hover)	Vacancy modal — Edit [Pattern] — All Future Weeks	Replaces all requirements on that pattern from this week forward (destructive overwrite)
Single cell click	Vacancy modal — day editor	Edit one or more days on that pattern only

Use the purple layers icon on the stream header when you want to tweak who can fill slots across the whole stream. Click a shift-pattern row (blue pencil) only when you need to redefine the full requirement set for one shift pattern.

Related guides

OR Logic in Vacancy Planning — how flexible OR groups work on individual slots
How to Use Bulk Reconcile to Publish and Repair Open Shifts — sync open shifts after Level 2 changes
How to Use the Roster Health Dashboard — Resolve craft/scope mismatches before publishing