IRIS Pro Tips

A seven-part video series for setting up streams, demand, staff, availability, the master roster, shift swaps, and IRIS rules.

Start here for short roster-builder lessons. For current step-by-step workflows such as Duty Board, AUDITOR access, Roster Health Resolve, and IRIS 3.0 generation, pair these videos with Guides & Playbooks.

Tip 01~3 min

Pro Tip 01: Setting Your Streams

How to create and configure streams (departments or services) so IRIS understands your organisational structure.

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Tip 02~3 min

Pro Tip 02: Defining Real Demand for Rosters

How vacancy planning and staffing profiles capture the real clinical demand your roster must meet.

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Tip 03~3 min

Pro Tip 03: Adding staff to the master roster

How to add staff to the master roster and build the repeating patterns that underpin live rostering.

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Tip 04~3 min

Pro Tip 04: Setting Availability

How staff availability is captured and used by IRIS without turning into self-rostering.

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Tip 05~3 min

Pro Tip 05: Managing the Master Roster

How to apply master roster patterns to live periods, copy weeks, and keep your foundation roster current.

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Tip 06~3 min

Pro Tip 06: Creating Swap Open Swap

How to request a direct swap with a colleague, offer a shift as an open swap, or pick up an open shift from the Shift Deck.

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Tip 07~3 min

Pro Tip 07: Hard and Soft Rules in IRIS Rostering

How hard rules protect safety and compliance, how soft rules guide fairness, and when IRIS can override each during roster generation.

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General Videos

Longer walkthroughs and deep dives on Intelligent Roster — beyond the quick pro tips series.

Longer walkthroughs for when you want the full picture, not just a quick tip.

~5 min

Level 5: The Living Roster — A Single Source of Operational Truth

How the Living Roster brings streams, vacancies, master patterns, and availability together into one published roster your team can trust.

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