Call Schedule

Overview

The call schedule editor is where you assign residents to call slots. You can assign manually, use the automatic scheduler, or import from a spreadsheet. It is the central tool for building and managing your program’s call assignments.

Opening the editor

From the dashboard, click on a schedule block to open the call schedule editor. Each block has its own call schedule — you work on one block at a time.

The call grid

The editor displays a grid with dates as columns and call roles as rows. Each cell in the grid is a slot that can be assigned to a resident.

• Color-coded assignments — Each resident has a unique color, making it easy to scan the grid and identify who is on call at a glance.
• Empty slots — Unassigned cells appear as open slots, ready for assignment.
• Conflict indicators — Slots that violate scheduling rules are flagged so you can address them.

Manual assignment

To assign a resident to a slot manually:

1. Click an empty slot in the grid.
2. Select a resident from the dropdown. The dropdown shows eligible residents based on your program’s rules.
3. The assignment is saved immediately — no need to click a separate save button.

You can also drag residents between slots to reassign them. This is useful for quick adjustments when you need to swap or move assignments around.

Automatic schedule generation

The automatic scheduler fills open slots while respecting all of your program’s rules:

1. Click Generate Schedule.
2. The scheduler runs and produces a preview of proposed assignments.
3. Review the preview — it shows which slots would be filled and highlights any that could not be assigned, along with the reasons why.
4. Click Apply to accept the assignments.

The scheduler respects all configured rules, including time-off requests, PGY-level restrictions, call limits, consecutive call limits, service exclusions, and more.

Validation

Click Validate Schedule to check the current schedule for conflicts. The validator reports two categories of issues:

• Errors (blocking) — Problems that must be fixed, such as double-bookings or rule violations.
• Warnings (informational) — Issues worth reviewing but not strictly blocking, such as call imbalances or minor coverage gaps.

Address all errors before publishing. Warnings are at your discretion.

Call count summary

Switch to the Call Counts tab to see a breakdown of each resident’s call load:

• Total call count for the block
• Calls per month
• How balanced the distribution is relative to the program average

This view helps you verify that calls are distributed fairly before publishing.

Publishing

Once you are satisfied with the schedule, publish it to make it visible to residents. Before publishing, the system runs validation automatically and will warn you about any outstanding issues.

Published schedules are visible to all residents in your program from their My Schedule page.

Locking

After publishing, you can lock the schedule to prevent further edits. A locked schedule cannot be modified unless an admin or chief unlocks it first. This is useful once the schedule is finalized and you want to prevent accidental changes.