Create a manual schedule

Open People and click Add provider. Enter first, middle and last name, credentials, an optional email, and FTE (1.0 is full time). Initials and a color are assigned automatically.

To remove someone who left, use Deactivate — history is kept. Delete permanently also unassigns every shift they ever had.

• Open Shift types.
• Label and key — the short name shown on the calendar.
• Start and end — cross-midnight shifts are supported; hours fill in automatically.
• Location / sub-location — where the shift is worked.
• Category — Day, Mid, Night or Backup.
• Allowed credentials and days of week — who can work it and when it runs.

• In Rules & voice set Weekend includes Friday and Required annual hours (1.0 FTE).
• Per-provider limits — days in a row, nights in a row, rest after nights — live in People → Edit provider.
• Type or dictate plain-English rules; the AI turns them into structured rules.
• Manual edits aren't checked against rules. CASE builds always keep at least 11 hours between shifts, 24 hours after a night and 48 hours before a day shift.

Open Import schedule, or Replace this month on the Schedule toolbar. Excel and CSV grids in known layouts parse instantly; other layouts, PDFs and photos go to AI. Review the preview and fix unmatched names before confirming.

• On Schedule Creation, Add unfilled shifts creates empty slots for the month or one shift type; the + on a day adds one.
• Pick a provider from the dropdown in any cell. Choose — Unfilled — to reopen it.
• Drag a name from Live totals or the highlight chips onto a cell to assign; dropping on a filled cell replaces the occupant.
• Drag one shift onto another to swap their providers.
• Hard-locked shifts and locked months can't be edited until unlocked.
• Use the unfilled and double-booked alert above the grid and the Live totals panel to spot gaps and hours versus FTE.

In the Calendar view, click the pin in a date header and choose a provider. A Hard pin reserves an eligible assignment; a Soft pin is a preference. The shift is picked during a CASE build, and pins never override approved time off or safety rules.

Click Review & publish above the grid and confirm. Providers see the month in My schedule and their calendars refresh on their own schedule. You can keep editing after publishing; changes appear on providers' next refresh. Use Lock Month to freeze it.

Need to start over before publishing? Discard draft removes the draft after saving a snapshot.

• Open Meri from the command strip under the header, or from Ask Meri. Type, or tap the mic (Speak to Meri) to dictate.
• Meri shows a preview of every change and waits for you to confirm. Building, publishing and deactivating also need a typed confirmation word.
• She can only do what your role allows. If she can't do something yet, click Ask the CAIER team to teach me this. For a poor answer, choose Send transcript and add a note.

Meri can assign, reopen, swap and pin shifts, add unfilled shifts and publish — "put Dr. Patel on the 12th night", "open up the 3rd day shift".