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Descriptions of Scheduling Rules and Categories

Rules are categorized based on similarity of function and are uniquely numbered for ease of reference. Click the dropdown next to the category header to reveal the numbered list of rules. You can also search for the unique number or key words to find rules.

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 Description of Individual Rules

To gain a deeper understanding of how each rule operates, click the question mark at the far right of the rule row. A panel from the right will extend showing detailed examples of how to use the rule and what parameters to enter. This is especially helpful for understanding how to use personnel and assignment groups.

Example description for rule 6.1:

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Description of Rule Categories

1. Preferences: allows you to input soft preferences for personnel to work or not work assignment(s) repeating on a recurrence pattern (daily, weekly, monthly, yearly). These rules are breakable in contrast to the Do Not Auto-Schedule section where similar rules are unbreakable.

2. Individual MinMax (Applies to each individual in the group): allows you to input the minimum, maximum, or exact number of times that the personnel should work given assignment(s) during the specified length of time (number of days, week, month, or scheduling period.) If a personnel group is used, the rule applies to each person in the group. 

3. Group MinMax (Applies to the group as a whole): similar to the Individual MinMax category logic but if a personnel group is used, the rule applies to the personnel group as a whole with each individual personnel contributing to the minimum or maximum count.

4. Linking (If/Then): allow you to establish the specific way a certain assignment is linked to another assignment factoring in other conditions such as day of the week, length of time, and other personnel scheduled.

5. Spacing (If/Then Not):  allow you to establish the specific way a certain assignment is spaced out from another assignment factoring in other conditions such as day of the week, length of time, and other personnel scheduled.

6. Equalization: allow you to equalize the allocation of a given assignment(s) across a group of personnel within a customizable range based on number of shifts or deviation from the average. You can equalize overtime from a specified start date by calling in a tally.

7. Block (In a row): allow you to input the minimum, maximum, or exact number of days in a row that assignment(s) should be worked by a personnel. If a personnel group is used the rule applies individually to each personnel in the group.

8. Proportion: allow you to determine the proportion a certain assignment (or smaller group of assignments) a personnel should work out of a larger group of assignments within a customizable range based on percentage. You can also compare proportions of shifts worked between providers.

9. Do Not Auto-Schedule (Always unbreakable): allows you to input hard requirements for personnel to not work specific assignment(s) repeating on a recurrence pattern (daily, weekly, monthly, yearly). These rules are always unbreakable meaning they will always perform without interference, no matter the rule priority.

10. Fixed Pattern (Unbreakable if max priority): allows you to input hard requirements for personnel to work specific assignment(s) repeating on a recurrence pattern (daily, weekly, monthly, yearly). When the priority is placed at one million, these fixed pattern rules will always perform as expected unless a request is present. 

 

These are general descriptions of the different rule categories. For questions about the specific rule types and customizing rules to meet your group’s specific scheduling requirements, please reach out to your Application Consultant. 

 

 

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