Schedule Requirements

You can quickly create Schedule Requirement Groups and assign the rules to multiple Units & Vehicles.  If a requirement group is not met, a warning flag will appear next to the Unit and also show in the Coverage Check menu.  The Schedule Requirements are created in Groups to allow you to create a group of Rules and then assign the group to one or more Unit / Vehicles.  An example of a rule could be “At Most 1 User with a Skill Level of Orientation” or “At Least 1 User with User Role of Captain”.

Requirement Options

You can customize the rules to ensure minimal coverage and go beyond to ensure two part time staff are not working together and prevent new staff from being assigned together.  You can create Rules around User Roles, Skill Levels, User Color Codes and User Status (Full Time/Part Time).

Requirement Setup

The Requirements are created in Groups to allow you to create a group of Rules and then assign the group to one or more Unit / Vehicles.

  1. “Features Menu” -> “System Configuration“.
  2. Click on the “Units” tab.
  3. Click on “Units / Vehicles Staffing Requirements“.
  4. Click on “Create Unit Staffing Requirement Group“.
  5. Enter a name for the Group such a “Engine Company” or “EMS Units”.
  6. Click “Create New Staffing Requirement Group“.
  7. Now the Group has been created.  We will assign this group to one or more units.  IE, If this set of requirements will belong to all Engine Companies, then select All Engines from the list.
  8. Click “Edit Unit / Vehicles” and select the Schedule Positions / Units / Vehicles that this Requirement Group will control.
  9. Click “Save Requirement Group Unit / Vehicles“.
  10. The Unit/Vehicles will save and we will create one or more Rules for the Group.
  11. Click “Add A New Rule To This Requirement Group“.
  12. Select the desired “Comparison Type” from “At Least”, “At Most”, or “Exactly”.  IE, if you want At Most 1 user on orientation at a time, then select “At Most”.
  13. Select the desired “Quantity“.  IE, if you want At Most 1 user on orientation at a time, then select “1”.
  14. Select the desired “Applies To” from “Skill Level”, “User Role”, “User Color Code” or “User Status (FT/PT)”.
  15. A list of available options will appear corresponding to what you selected in the “Applies To” field.  IE, if you selected “Skill Level” then all available Skill Levels will be shown.  Select at least one option from the list.
  16. Finally, click “Create New Staffing Rule“.
  17. Create additional Rules in the Group as needed.

Testing Requirement Groups

You can quickly test and modify the Requirement Groups by going to the “Edit Today’s Schedule” page.  Drag and drop users to test the various staffing models and notice when the Orange Triangle appears indicating a problem.  You can hover over the icon to reveal the Full Rule and the number of staff that meet the condition.

iOps360 Staffing Requirement Check Fire Ems Police Scheduler Software

Also notice the enhanced warning in the Coverage Check block.

 

Summary

Creating Staffing Requirement Groups allows you to define rules and assign this group to one or more units, quickly.  You can create rules to ensure minimum staff requirements on essential units and also enhance these rules to prevent newer staff from working together, ensure a senior staff member, FTO, etc.  You can create as many rules in each group.  Each Unit can belong to only one (1) requirement group.  If you assign a unit to multiple groups, it will be automatically assigned to the most recent group only.

 

Learn More at:

Schedule Editing