Scheduling

## Purpose and prerequisites

Review assigned shifts and coverage, request a trade, and manage schedule changes. Sign in to the correct organization. Your account needs scheduling access. Administrative controls depend on role; a job title alone does not establish access.

## Employee walkthrough

1. Open `/dashboard/schedule`, titled **Weekly Schedule**. Find the relevant week and select a shift to review its time, location and notes. Read-only detail uses **Done Viewing**.
2. Under **My Schedule Preferences**, change **Default view** or **Week starts on** if helpful. These affect your view; they do not change your assigned shift.
3. On mobile web, open `/mobile/schedule`, select **My Shifts**, and use **Previous week** or **Next week**.
4. For a future shift with no trade pending, choose **Request Trade**. Choose **Post Openly** or select a coworker in the trade dialog. The screen states **Manager approval required for all swaps**.
5. Check the displayed status: **Trade Posted — Open to Claim** or **Awaiting Manager Approval**. Use **Cancel Trade Request** if appropriate. A submitted request does not establish that coverage has been reassigned; verify the approved schedule.

## Manager walkthrough

1. Open **Weekly Schedule** and select an existing shift. If edit controls are available, review the assigned employee or **--- Open Shift ---**, **Start Time**, **End Time**, **Break (Mins)**, **Location**, **Recurrence**, and **Shift Notes**.
2. Choose **Draft** while preparing changes, then **Save Context** in the shift dialog. When the grid offers **Save Changes (number)**, save those outstanding changes too and check the success/failure feedback.
3. Review the intended week and filters before choosing **Publish (number)**. Publishing applies to visible draft shifts. Verify the result; **All Published** is the no-visible-drafts label.
4. If your authorized account shows **Swap Approval Required** for a pending pickup, inspect the request, then **Approve** or **Reject**. Confirm the resulting assignment after the action.
5. Administrative settings on this page include **Org week starts on**, **Max weekly hours**, and **Conflict detection**. **Import CSV** is also administrative. These are separate from personal preferences.

## Platform differences

- Desktop web: scheduler grid, **Save Context**, bulk **Save Changes**, visible-draft publishing, personal preferences and calendar sync are available on desktop web.
- Mobile web: dedicated **My Shifts**, **Swap Board**, trade dialog, and a manager **Publish number Drafts** control exist. Routes include `/mobile/schedule/new` and `/mobile/schedule/swaps`; their full workflows were not reviewed for this guide.
- Native iOS and Android: unverified. Mobile web evidence does not establish native labels, offline support or behavior.

## Troubleshooting

- **Scheduling access is restricted for this role.** Ask an administrator to review your feature access.
- Missing shift: check the week, selected view, organization, location filters and whether the manager has published it. Do not assume a blank screen proves no shift exists.
- Missing **Request Trade**: the mobile web limits this to future shifts without a pending request.
- Failed save/publish: retain your intended change, inspect the error, refresh and verify recorded results before retrying. Do not describe a failed action as completed.

## Knowledge check

1. Does **Week starts on** in personal preferences change everyone's schedule? **Answer:** No; it changes your view.
2. Is **Awaiting Manager Approval** proof that a coworker has taken your shift? **Answer:** No; check the approved assignment.
3. What should a manager review before bulk publishing? **Answer:** The week, filters, visible drafts, assignments, times and action result.