Learn how to create a roster using a service plan, worker patterns or a combination of both.
💡 Service plans form the basis of all rosters. Make sure you understand how to build a service plan before reading any further - read the 'how to' article here.
Creating a roster directly from a service plan
When built correctly, rosters created from service plans should represent the ideal shift pool to meet the demands of the service (minimum staffing levels for each activity). However, using this method will not create repeat patterns of work that are typical for resident doctors, or doctors in training. Instead, organisations will typically offer out the shifts to self-rostering (preference-based rostering) or make use of Patchwork's auto-rostering capabilities. Across the roster this may lead to uneven distributions of shift types among workers.
Creating a roster from both patterns and the service plan
It's possible to create a roster where shifts are pulled both from the patterns chosen, AND generated by the algorithmic builder to meet the demand laid out in the departmental service plan. Start with either tutorial above, and simply select either 'add shifts from service plan' or 'add worker patterns' when prompted.