Pattern rules are template-based custom constraints that let you control what combinations of shifts employees can or cannot work over specific time windows.
What They Do
Pattern rules let you say things like:
"AM shift should only be worked within the following 1 weeks pattern, which start on any day."
"Nights must only be worked within the following 2 weeks pattern, which start on any day by staff with PM Nurse skill."
Key Features
Set Pattern Strength
Must = Hard rule (roster will fail if it can't be met)
Must (if able) = Hard rule (roster will only violate it in the case a roster cannot be generated)
Should = Soft rule (roster will try to follow it but can break it if needed)
Set Pattern Time Windows
You can apply patterns over:
1 week windows
2 week windows
4 week windows
What You Can Control
Pattern rules can combine the below to determine a workable or forbidden pattern for employees:
Specific shifts (e.g., "AM", "Nights", "on")
Shift groups (e.g., "Night shifts")
Days off
Staff skills
Combinations of the above
Variations within a set pattern
How To Add a Set Pattern
To add a Set Pattern rule, navigate to Rules page and click 'Add Pattern' button
Once Set Pattern is added, description and shift detail, length, and skill-specific attributes can be added from the drop-down menu.
Pattern Variations can be added to support additional variation of the same workable/forbidden shift patterns.
