Call Scheduler & Stipend Workflow Overview

This page outlines the upcoming experience for call scheduling, stipend validation, and availability management across rotations. A deeper technical build plan and delivery roadmap lives in the project-management workspace.

What We’re Building

• Rotation-specific workspaces that invite any resident (internal or visiting) to collaborate on a shared call calendar, while respecting Noumaris authentication for returning users.
• Configurable call types, quotas, and scheduling rules per program so lead residents can balance AHC, night float, LTC, and other duties without spreadsheets.
• Shared visibility into resident availability—vacation, no-call days, and conflicts—plus admin controls to keep sensitive entries private when required.
• Integrated stipend submissions that tie directly to scheduled shifts, with lead resident review, approvals, and optional exports for payroll.
• Guided workflows for shift swaps, notifications, and fairness insights that help leads and admins keep coverage equitable.

Why It Matters

• Centralises scheduling, availability, and stipends so lead residents aren’t juggling multiple tools or email threads.
• Extends scheduling to off-service rotations by allowing external residents to create or link accounts and participate securely.
• Automates fairness checks and quota tracking, reducing manual audits and ensuring residents share call duties evenly.
• Provides clearer audit trails and approvals for payroll teams, reducing delays between block completion and stipend payout.

Implementation Tracks

1. Foundation: Core rotation models, invitation flows for internal/external residents, baseline calendar views, and availability capture.
2. Scheduling Intelligence: Custom call types, quota targets, fairness dashboards, and auto-balancing suggestions with override support.
3. Stipends & Compliance: Shift-linked stipend submission forms, lead approval workflows, email alerts, and payroll-friendly exports.
4. Collaboration & Polish: Shift swap requests, PDF downloads, calendar filters (e.g., “Only my shifts”), admin privacy controls for vacation, and responsive UI refinements.

Where to Find the Full Plan

• Engineering build spec & roadmap: project-management/active/call-scheduler/call-scheduler-plan.md
• Related architectural references: see docs/architecture/frontend.md and docs/architecture/backend.md for delivery context once the plan is approved.

Stakeholders who want implementation details or to contribute feedback should start with the project-management document linked above.