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Screen and Control Reference

Screens

Screen Use it for Needed for a basic run
Home Start or reset a schedule and view the app build Once
Dates Set the scheduling period and date groups Yes
People Manage people and reusable groups Yes
Shift Types Manage working shifts and groups Yes
Shift Type Requirements Define staffing by shift, qualification, and date Yes for a controlled result
Shift Requests Record preferred and avoided assignments Optional
Shift Type Successions Encourage or forbid shift sequences Optional
Shift Counts Set workload totals or bounds Optional
Shift Affinities Encourage or discourage working together Optional
Export Layout Format XLSX and add summary rows or columns Optional
Save and Load Back up, restore, copy, or inspect YAML Recommended
Optimize and Export Select a server and download the solved XLSX Yes

Shared controls

  • Select the question-mark icon beside a page title to open its guide in a new tab without closing an unfinished form.
  • Double-click an ID or description to edit it where supported.
  • Drag rows to change display and export order.
  • Drag across checkbox lists or request cells for repeated selection.
  • Use the edit, duplicate, and delete actions on saved rules.
  • Save or cancel an open form before changing tabs. Leaving an unfinished form discards its edits after confirmation.

Keyboard shortcuts

Number and arrow navigation shortcuts are ignored while typing in a field. Undo and redo remain global, so use care when editing text.

Key Action
0 to 9 Open the matching numbered tab
Left or Right Previous or next tab
Up or Down Scroll by one screen
Ctrl+Z or Cmd+Z Undo
Ctrl+Y or Cmd+Y Redo

Tabs 10 and 11 are reached with the navigation bar or arrow keys.

Weights

The solver maximizes the total score.

Rule Weight effect
Request, succession, or affinity Positive encourages. Negative discourages.
Preferred staffing A larger negative value penalizes a larger gap from preferred staffing.
Count comparison Positive encourages the comparison to be true. Negative discourages it.
Squared count distance A larger negative value favors a count closer to the target.
Supported infinity control Makes the selected condition or avoidance hard.

Do not use infinity for preferred staffing. Other infinity controls depend on the rule and comparison. Conflicting hard rules make the schedule infeasible.

Automatic entries

  • ALL groups include every item of that type and update automatically.
  • OFF is the automatic no-work shift type.
  • Weekday and weekend date groups update from the date range.
  • Renaming or deleting people, dates, or shift types updates references in preferences and export layout entries.