HelpTeam & rolesSchedule checks

Schedule checks

The schedule checks look ahead and tell you about problems before a visitor meets them — a line with nobody on it, a person in two places at once, a shift after closing time.

Owner & Manager Where: Schedule → the panel above the tabs 4 min read

Quick answer. Open Schedule. If the panel says Checked — nothing wrong, you are done. If it says something to do or to check, press Show me on an item and the boxes involved light up. The checks only advise — they never stop you saving.

Example On Friday afternoon the panel says “Saturday — nobody is on Front desk. The line is open 09:00–13:00.” It adds what that means: “Visitors can still join, and nobody is scheduled to serve them.” The manager presses Put someone on, picks Ben for Saturday, and the item disappears.

Who sees the checks

The owner, and managers who have Manage the schedule, while staff scheduling is on. The panel says Schedule checks and “Looking at the next 14 days.” — the look-ahead is a choice on the Rules tab (7, 14 or 30 days). It checks one location at a time.

The eight checks

Check	It looks for	What it means for visitors	Group
Empty line	A day the line is open and nobody is scheduled on it.	Visitors can still join, and nobody is scheduled to serve them.	To do
No timetable	A person at this location with no roster, no times of their own and no tick on “Works whenever we are open”.	Put them on a roster, or say they work whenever you are open.	To do
Two places	The same person scheduled on two lines, or at two locations, at the same time.	Visitors are offered the person at both. One person can serve one at a time.	To check
Same hours, two lines	One person is down for the same hours on two lines of this location, with no line chosen for those days.	One person can serve one line at a time. Choose which line they serve that day.	To check
Shifts overlap	One person with two shifts on the same day whose times overlap.	They are counted as working the combined time.	To check
Outside hours	A shift that starts before the line opens or ends after it closes. A holiday or half day counts as one item, however many people it catches.	Visitors can only pick the person while the line is open.	To check
Cover is away	A person covering a leave who is away, or has the day off, on one of its days.	Nobody covers that day.	To check
Appointments	Appointments with a named person at a time they are not working.	The appointments were left with that person. Anyone on that line can call them.	To check

A check you switched off in Rules shows Off and the words “Not checked — turned off in Rules”.

To do and To check

To do — “Fix these. They cannot be ticked away.” They go when you fix them.
To check — “Look, then tick I have seen this.” Sometimes you decide the situation is fine. Tick it once and it stays quiet for the whole business, until the facts change (a different time or person is a new item).
Ticked items are kept under Acknowledged, with who ticked them and when. Ask me again brings one back.
Each check has a tile that says how many it found, for example “2 to fix” or “1 to look at”, or “Nothing wrong”.

Using the panel

Button	What happens
Show me	Lights up the boxes involved in the Staff week, so you can see the problem in place. Press Done looking when you have seen it. If the boxes are at another location, the page says so: “These boxes are not on this location’s week. Pick the other location at the top of the page.”
I have seen this	Moves a To check item to Acknowledged.
Put someone on	Opens the week so you can schedule a person on the empty line.
Give a timetable	Opens Assign for a person who has none.
Works whenever we are open	Tells turnda the person has no timetable on purpose — they work whenever the line is open.
Open Leave	Takes you to where the problem is fixed. Open Hours and Open Team work the same way, for problems that are fixed there.

Before you go

When you save a roster or a leave and it leaves something to look at, a box says Before you go — 2 things to look at. For a roster it begins “The roster is saved. Tick each one to say you have seen it.” and counts “1 of 2 acknowledged”. Tick each one, then press Done. The roster is already saved either way — the box only makes sure you saw what it caused.

After you change a day on the Staff tab, a short bar below the week lists any new problem the change caused, with Undo beside it. “And 2 more — see To check.” points you to the rest.

Where else you hear about it

The Dashboard shows a line with nobody on it, as “Saturday: nobody is on the Front desk from 09:00 to 13:00. The line is open then.” It looks a week ahead, and only for lines that follow the schedule. The same text, with Open Schedule, is in the bell.
If you turn on “Warn me when someone is not in”, the Dashboard also says who was due and how many are waiting, with a button to move the waiting visitors to the first available person.
A day the line is closed — a holiday, or a weekday it does not open — never raises a gap.

Common questions

Question	Answer
Do the checks block anything?	No. They advise. You can save a clash and decide later.
I ticked “I have seen this” by mistake.	Open Acknowledged and press Ask me again.
The check is wrong for my business.	Switch it off on the Rules tab. Nothing is deleted.