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 if you are setting up a department. Watch in order, or jump to the topic you need.

Pro Tip 01: Setting Your Streams

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

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

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

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

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

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.

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

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.

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

Want the full picture?

Each pro tip links to related guides for step-by-step detail.