Two powerful new permission features that can be used either separately or in combination:

A new rule that can be applied specifically to public holidays, for instance to state that a user can do no more than 2 holiday shifts per year.

Extended the ability to use FTE for almost all 'shift work rules'. Previously only the hours-based rules could be pro-rated by a user's FTE status. Now someone's FTE status can be used to modify rules related to the number of days or number of shifts that person is allowed to work.

Reinstate the ability to have 'before' and 'after' shift conflict rules. When we rebuilt our more powerful conflict rules we required that all rules had to be stated that the conflict was caused when shift A was less than some time AFTER shift B. Now you can create a conflict if shift A is less than some time AFTER, BEFORE or AFTER OR BEFORE shift B in a single rule.

In a roster 'staff' view, each user's 'unavailable' template can now be made visible.

Documents in the document library can now be sorted by name or upload date.

Further improvements to the AI Solver and better reporting and visual cues to roster administrators. This follows recent experience with a couple of complex rosters. Improvements include:

It is now easier for users to block out an entire day in a self-roster.

New staff count able to be enabled on roster views. See the number of staff available in each role, the number of slots that need to be filled by each role, and the balance of whether there are enough people to fill those slots.

Improved performance of user templates, to better manage multi-day availability and prohibit single-shift allocation template.

Ability to archive Terms if they are no longer used.

Ability to update end dates on multiple users through the staff upload function.

Prevent rosters with identical names from being active at the same time.

For customers with many roster view settings, you can now search/filter the dropdown of view names.

There has been considerable work to improve page load speed. This is most noticeable for complex rosters with lots of the viewable features turned on, where page load time has been reduced by 60%. More improvements are planned in the new year.

As always, some other minor bug fixes and UI improvements.

Further enhancements to many of HosPortal's reports, including reports to show shift history and improved filters that can be applied before generating reports.

More flexibility in self-rosters and when using the AI Solver

Self-roster will now show pre-filled shifts to users before the selection window is open.

Option to prevent emails being transmitted when draft (unapproved) leave is added by a roster administrator.

Improved approach to the way FTE is used to accommodate users where an FTE status does not apply (e.g. VMOs and contractors). These users can still have over-working rules applied to them.

Improved presentation of some work rules

Improved ability to manage and view templates using roster-based views/layouts on location-based roster structures (such as clinical allocations).

Improved functionality and user experience in managing work and conflict rules.

Improved visibility of shift notes on mobile devices.

Ability to use the 'multi-select' function to add notes to multiple shifts at the same time.

Various bug fixes and user experience improvements.

Toggling between a roster view and the statistics view now retains the visible date range in each view, even if they are different.

Ability to upload documents to self-roster notes page, which is useful in particular for keeping quota calculation spreadsheets relevant to a particular self-roster period.

Ability for users that have a role that starts in the future to pick shifts from the market (providing that they will be able to do that shift once their new role commences).

Performance enhancements related to using 'work rules', significantly reducing the time to render rosters if the 'show conflicts' option is selected.

A lot of minor user interface improvements on desktop and mobile.

Further enhancements to the operation and user interface of the AI Solver for automated roster-building.

Other minor bug fixes.

defining and managing conflict rules

using our new AI roster-building tools, including many new tools to audit the quality of the roster HosPortal creates

reviewing a user's permissions history, including seeing people who have been site administrators

New 'user conflict' rule to specify conflicts between individuals, for instance to alert that Mr and Mrs Kildare, a couple with a child, cannot be on night shifts on the same day.

Rules can now optionally be given names, so rather than seeing long technical descriptions of what the rule does you can name a rule something like 'Day off after nights' or 'Limit weekends'

Rosters can now view up to 14 weeks at a time, up from 8.

Improved statistics visible when managing self-rosters, including seeing statistics on each included roster separately.

Improved speed and workflow when scanning for viruses in uploaded documents, e.g. on the Documents page or adding attachments to leave requests.

More control when starting an auto-build or cancelling a commenced self-roster to prevent email announcements to users.

Site administrators can now trigger password resets to users, rather than getting users to do it themselves.

Ability for administrators to specify user 'blockouts' when using the roster auto-build and AI roster building functions.

Other minor improvements, bug fixes and some performance/speed enhancements.

Improved reporting:

Ability to see shift notes on each user's dashboard.

When approving leave, administrators can now cancel some shifts that conflict with leave, rather than all or none.

Many further improvements to mobile functionality and UI.

Ability to report on permission history: timestamps on when a user's permissions have been changed, and who made the changes.

Improvements to self-roster statistics reporting, to see each user's skills and teams.

Roster autobuild now allows administrators to create blockouts for users, as if running a preference-based roster.

Ability to edit and update denied leave.

Shift history now includes data on marketing of a shift, rather than just the changes to the shifts.

Various bug fixes flushed out in the AI Solver release.

Alert to roster administrators if they set up a self-roster that includes ad hoc shifts. (HosPortal still cannot include ad hoc shifts in self rosters).

Various minor bug improvements.

automatically generate an optimal roster within constraints and rules defined by roster administrators.

build rosters using fixed patterns (e.g. Mon-Wed nights to be staffed together) and floating patterns (need to do 3 night shifts in a row, but could be starting on any day in the week).

allow users to define what rules, if any, HosPortal can break if it needs to to generate a roster, and prioritise the relative importance of those rules.

allow users to trial many runs of a roster, and go back and pick earlier versions if they prove to be more attractive.

A new conflict rule that allows a consecutive sequence of shifts to be excluded from the conflicts. For example, blocks of night shifts need to be separated by 5 days but still allow up to 3 night shifts in a row.

Many small improvements to our mobile interface and functions.

Ability to turn off our Documents function, to cater for some government departments that would prefer HosPortal not be used for such purposes.

Ability to optionally exclude public holidays from template reports, to generate statistics on the 'underlying' templates without being influenced by holiday changes.

Various other bug fixes, UI improvements and minor changes to reporting.

Change in presentation of 'ad hoc' shifts (but not ad hoc assignments for individual users) to make them easier to identify. Shifts that are added that are not part of a normal roster structure are now shown with a 'candy-stripe' colour bar.

Various further improvements to the user experience on mobile as part of an ongoing mobile improvement project. For example:

Improved presentation of the descriptions of shift and work conflicts.

'Shift of today' panel on every user's dashboard now properly shows split shifts.

Ability to bulk upload custom user-profile information, e.g. payroll ID or AHPRA numbers.

Additional team information is shown on the term page, now that we allow terms to apply to specific teams (Release 46).

Easier ability to multi-select rosters on autobuild.

Self-roster now provides a warning if there are any ad hoc shifts being included in the date range. These shifts are still excluded from the self-roster process.

Ability to show staff supply-demand balance on the roster page: traffic light icons to show when a day or session is short staffed.

Improved behaviour when setting FTE status of staff.

Reports (spreadsheet exports) now include 'last edit by' option, in addition to last edit date.

Various ongoing improvements to our new reporting features (Release 41), including improved user interface, additional reporting options, some clearer nomenclature and some bug fixes.

Some minor security enhancements.

Various other minor bug fixes and useability improvements.

Significant improvement and expansion of roster view settings:

Improved presentation of some pages on mobile devices, as the first step in a more comprehensive mobile review.

New feature to tie 'term' structure to team membership, significantly improving utility for JMOs and rostering of rotating trainees:

Further improvements in self-roster functions:

More feedback to users when taking shifts from the market, to show when those shifts conflict with a user's other activities and leave.

More information presented to approvers for the shift 'application' function (Release 44), including the timestamp that a user applied for a shift.

Housekeeping to clean up unnecessary change history when a site goes live for the first time.

Improved SMS transmission and reporting when dealing with invalid mobile numbers.

Improved migrate function (Release 44) to make it easier and more consistent when dealing with assignments that are non-standard time.

Improved housekeeping when entire role categories (e.g. 'Registrar') are deleted.

New work rules to reflect 'calendar weeks'

New work rules that can apply over a set date range (e.g. over the Christmas period) or to a particular individual, or both (e.g. for an individual temporarily on reduce hours or restricted duties).

Various improvements to our new reporting features (Release 41), including:

Various bug fixes and useability improvements, including:

Allow site administrators to mask email and mobile numbers, to hide them from some categories of users. This does not prevent use of the direct message functions.

Update to shift market 'applications' (refer Release 44) to show the time when users request a shift.

A new shift conflict rule allows checks to see if shifts are 'in the same week'.

Improved behaviour of shifts that are defined to occur in relation to a public holidays, such as the day before or 2 days after a public holiday.

Ability to set roster invoice rates for individual shifts where there is more than one shift on a day.

Update to team permissions (refer Release 42) to make it more powerful and allow visibility across any team under a root team (a 'team family').

Ability for a site to go live for selected roles, rather than assuming all staff will access HosPortal at the same time.

End-and-replace function for templates will now also replace assigned users on draft and published shifts after the target date.

Ability to see users' 'unavailable' templates on the roster page in staff view.

We now make it easier for non-administrators to see the standard session times for their shifts, rather than just showing AM or PM.

Shift conflict rules can now refer to locations.

Improved self-roster logging and tracking of administrative actions, in partucular to see who launched the self-roster.

Autobuild quotas can now be amended at any time until the roster is finalised, to allow multiple automated builds with different settings.

Further improvement to reporting, including fixing some bugs.

Various other bug fixes, such as

Various useability and UI improvements and clarifications.

Virus scanning for all documents uploaded to the Documents library. Note that we do not retrospectively scan existing files.

Protection from code injections into Excel files.

An improved password reset process.

Change the times of shifts.

Add and remove shifts to a roster.

Change how holidays are treated (add or remove holidays from a roster).

Change the weekday architecture of a roster. For example, if a roster is currently defined to be the same every day, an administrator can now split it into weekdays and weekends, then change the shift duration just on the weekends. Similarly, users can break a weekday roster into component days to edit just the Wednesday shift.

Force end a roster, so that the shifts do not need to be vacated first.

Teams permissions that will be particularly helpful in large sites and where there are trainees that regularly change teams, to allow users to see rosters anywhere in defined 'families' of rosters.

Ability to put multiple shifts on the market using multi-select.

New shift conflict rules that allow you to refer to days of the week, e.g. if someone works a weekend shift they cannot work on a certain roster until the following Thursday.

Allow the option to automatically vacate a user's shifts when approving leave.

Ability to allow staged participation in self-rosters, to give users preferred access to picking shifts. For a self-roster that has earlier and later windows, you can nominate users to participate just in one window, or both.

Further improvements to the UI and presentation of our new reporting tools (from Release 41).

Further refinement to repeating cycles (Release 43): now it is not possible to change someone from one cycle to another (e.g. from every 1 week to every 4 weeks) automatically in one step. This seeks to prevent the risk of errors or selecting the wrong anchor dates.

Changed layout when administering activity-based rosters:

The list of site holidays now also shows the day of the week.

Better protections when attempting to delete rosters that have rules attached.

Improved presentation of site administrators to show role and job title on the admin page.

Various other bug fixes, UI, performance and stability improvements.

Example 1: you can nominate that a Wednesday cycle and a Thursday cycle both begin in a week starting on a specified Monday.

Example 2: you can nominate that an activity that is on a Friday in every 'Week 3' of the hospital calendar starts from the start of the next 4-week cycle.

Ability to see an audit log of deleted shifts on any day, and who deleted them.

Allow auto-build functions to operate in pre-live state, to build automated rosters while in setup phase.

Improved presentation of users with conflicts: people with conflicts are no longer listed also under the unallocated tab when assigning shifts.

New ability to change shift times in multi-select, to change the start and/or end times of many shifts at the same time.

Ability to bulk upload users' templates (available and unavailable working hours) and FTE status. Further refinements to come in later releases.

Add 'approved by' field in leave reports.

Improved formatting of invoice status to clearly show which shifts have been invoiced.

Various under-the-hood enhancements, software maintenance tasks and performance improvements

Bug fixes and useability improvements, including

Improved 'team' permissions, to allow members of a sub-team (e.g. Cardiology) to see higher-level teams (e.g. Medicine).

Improved multi-select and bulk update options, in particular when changing roster locations.

Improved user interface for some types of template editing functions.

Highlight filter now works on the template page to highlight template shifts where no users have been assigned.

Improved and more intuitive behaviour when ending or changing the cycle of repeating events to only affect events after the chosen date.

Customisable week colours (available since Release 40) now appear in self-roster selection windows.

Site administrators can now see (but not edit) the email address that a user logs in with, which might be different to the user's preferred contact email for a specific site.

Allow shifts to be placed on the market up until the end of the shift. Previously the market was only accessible until the start of the shift.

Improved behaviour and user experience in email 'unsubscribe' functions.

Improved behaviour of leave request rules when users want to amend approved leave.

Improved housekeeping functions to clean up unused roles.

Ability to bulk upload updates to some staff data, such as such as FTE status.

Various user experience and aesthetics improvements and minor bug fixes.

Shift reports can now include almost any information about a shift or its users, including notes, tags and the number of staff on a shift.

Leave reports are completely new, and can include almost anything you want to know about current and pending leave, as well as more information about the staff (e.g. their team membership or skill).

All reports can be saved into a library for repeated use. The library is pre-populated with some system reports.

Old reports and reporting tools are still accessible under 'legacy' admin options.

New type of user template related to monthly cycles, e.g. 'first Tuesday each month', in addition to weekly cycles already in use.

Fixed a bug that prevented site administrators being removed.

Fixed a bug regarding use of role filters on PDF exports of the roster when using legacy reporting.

Amended password reset process to make it easier and more transparent for all users.

Improved error messages when trying to add leave in contravention of leave approval rules.

Improved filtering of communications logs, to make it easier to find recipients that are part of batch/broadcast messages.

Improved approach to duplicating prior self-roster settings.

Improved treatment of work hours rules when considering annual leave (more leave results in fewer required working hours).

Fixed a bug in Release 40 in the presentation of self-roster blockouts and preferences when editing shifts on the roster page.

Fixed a bug related to applying patterns to location-based rosters that have shifts that occur on multiple days in a week.

Amended rules for market shifts, to allow them to taken from the market up until the end of the shift (used to be only until the start of the shift).

Improved look and feel and minor UI improvements on various pages.

Ability to merge users, even if one of the two profiles is currently unregistered.

Various other minor bug fixes.

Improved mobile performance:

Allow users to request amendments to approved leave requests; updated audit trail for such requests and approvals.

Further improvements to self-roster functions:

Work rules can now select multiple roster types as part of a single rule.

Warning note if a rule is constructed that does not apply to any rosters or shifts.

New leave request rule to aggregate non-continuous leave over any period, e.g. to auto-decline any request that results on more than 5 leave days per month.

Improved notifications for reminder acknowledgements.

Improved Excel export flexibility.

Allow administrators to apply Default permissions to any user, even if they are part of another permission group.

Improved layout of the 'Pattern' admin page, to better summarise the details of existing patterns.

Improved editing and naming of roster views

Reinstatement of Event QR codes - decommissioned in February 2022 - to allow automatic attendance recording for events and meetings.

Allow users to set their own custom week colours, rather than rely on HosPortal defaults.

Enhanced 'teams' invitation to repeating events, to ensure invitations and reminders are automatically updated as users are added to and removed from teams.

Improved ability to add skills and teams to an existing shift template

Bug fixes:

Various useability improvements in response to customer feedback

Various other minor bug fixes.

Substantial enhancements to the self-roster block-out functions:

Improved 'Fill with pattern' function when there are multiple shifts available on a single day: automatically assign to the next available shift, do not fill multiple shifts by default, and allow users to override default selections.

Ability to define custom 'shortname' formats. Previously HosPortal default was the surname followed by the first name initial (Jane Smith would be 'SmithJ'). You can now define almost any pattern you like which will automatically apply when you add or upload new users (e.g. 'JaneS', 'Smith-Jane' and 'SMIJ'). You can even apply different patterns to different roles (so Consultants might be 'SMITH' and trainees might be 'SmithJane').

Improved presentation of rules for the shift market, especially for obsolete rosters.

Improved presentation of role start and end dates on staff exports.

Fix bug prohibiting users with appropriate skills picking up shifts from the main shift page (market page was unaffected)

Improved SMS counting function, to report both the number of communications sent and the total individual SMS transmissions (used for invoicing purposes).

Improved treatment of leave in self-roster and algorithm calculations: leave days reduce the hours/shifts that users need to be assigned to over a period.

Improved behaviour of noticeboard items:

Improved reminder acknowledgement function.

Fix bug related to timezones when subscribing to iCal.

Fix bug for incorrect time reporting for ad-hoc shifts.

Various other minor bug fixes and user interface improvements.

New 'pre-launch' message option for self-rosters, to flush out users who are not intending to participate before quotas are confirmed.

Ability to update quotas in automated roster building after draft rosters have been generated by HosPortal's algorithm.

Scheduled exports can now do a single day.

Leave export date range extended from 3 months to 12 months.

Improved user login timeout function to improve security.

Various other minor bug fixes and user interface improvements.

Improved power of Teams and Skills functions:

Ability to automatically vacate all affected shifts when someone needs to take leave after their shifts have been published (providing the leave approver also has permission to manage all the relevant rosters).

Improved admin dashboard: when showing conflicts, only show the assignments that are in conflict, not all assignments on conflicted shifts.

Significant enhancements to the 'finalise' process in self-rosters

Better tracking of obsolete reminders and alerts, e.g. if reminders are being sent to no-longer-active users: better visibility on the Admin Dashboard; better insight into the obsolete personnel.

Various improvements to PDF exports to show additional data and improve legibility.

Ability to identify the templated staff after a shift is published.

Ability to highlight Cancelled sessions on the roster page, as you can already do for vacancies and conflicts

Show shift/roster colours on each user's calendar. Previously the colours were for the roster group only.

Bug fix: can now override someone's specialised permission group with the Default permission group.

Various other minor bug fixes, useability and performance improvements.

Complete rebuild of shift conflict rules to allow greater flexibility and power:

New work rule for 'contracted hours', which reflects FTE status.

New 'fill with roster' function visible on a staff view that allows a user to be assigned to any roster over any timeframe with a few clicks. Short-circuits the need to create a pattern when there is only a single roster.

Improved self-roster and auto-fill functions:

Optional ability to show roster name attached to the shift name as part of the view settings.

Improved calculation for invoicing when a shift is split.

Better warnings when an administrator tries to delete a site-wide roster view.

Better and more explicit management of the option that allows user to vacate their own shifts within certain rules.

'Direct message' function adds the ability to remove people who have not yet started from broadcast messages.

Improve multi-select when replacing someone on a shift that allows multiple role types. Previously multi-select assumed replacing a user with another of the same type, rather than allowing selection of other types that could fill the assignments.

New leave rule: limit on the number of leave days over an arbitrary timeframe. e.g. limit of 5 days per 4-week cycle.

Bug fix: clean up shift swap requests once a shift has been reassigned by an administrator.

Bug fix: leave exports were only showing dates of the originally-approved leave and not any later updates.

Various other minor bug fixes, useability and performance improvements.

New work rule option: limit on number of shifts over a timeframe.

New change request rule option: allow non-administrative users to vacate their own shifts.

Improved presentation where a user might break a shift conflict rule or work rule:

Improved ability to use team-based staff views on the roster pages:

Improved roster views and view options:

New alert option if a shift name has changed.

Improved ability to see where patterns apply to specific teams.

Further improvements to leave analysis:

Various minor user interface improvements, efficiency enhancements (especially when using patterns) and bug fixes

Completely rebuilt leave analysis for when administrators consider whether they will approve leave:

Improve reporting to combine multiple roster groups in the one report, e.g. to show hours worked across clinical allocations and on-call in the one summary.

Ability to see roster types and shift tags on the Admin Dashboard.

Improved performance and UI when using roster 'types' on conflict rules and work rules.

Improved leave alerts: send automated alert if someone requests leave within a certain period of time. Useful to automate alerts to an administrator if someone needs sick leave today.

Improved user experience on self-rosters.

Allow administrators to attach files to self-roster reminders, e.g. to attach hospital by-laws or other roster rules and instructions.

Improved staff duplicate matching on uploads if first and last names are accidentally transcribed.

Improved approach to checking unallocated staff when there are different standard session times, or overlapping standard session times.

Various minor bug fixes and user interface refinements.

Completely rebuilt, more intuitive and more visual user interface for managing user templates on location-based rosters, such as clinical and theatre allocations. Many roster administrators have had a chance to explore this already in a beta version.

Further improvements to work rules and shift conflict rules to allow roster tags and HosPortal's in-built roster types, and allow individual rosters. This considerably simplifies rule creation and management. For instance, to create rules that prohibit staffing within 12 hours of any night shift (even if there are 8 different night rosters); or limit users to no more than 5 endoscopy sessions per month.

Team-based permissions, for instance to allow Consultants to manage the rosters and leave of people in their own team.

Allow shift alerts to apply to specific roles types.

On staff-based roster views, allow filtering and selection of individual staff, e.g. to just show 3 people you are interested in managing.

Ability for users who are eligible to do a shift to see any custom invoice rate applicable to that shift on the Market page. People unable to do the shift cannot see the special invoice rate.

New leave request rules to allow checking for shift conflicts, for instance to automatically deny leave if someone is already staffed on that day.

On staff export, option to include custom data in the export, e.g. AHPRA number or employee ID code.

Various improvements to self-roster and the finalisation process.

Improved process to work out if newly-added users already have a HosPortal profile elsewhere.

Various minor bug fixes and user interface improvements

Improved functions and useability enhancements for self-rostering functions:

Improved staff layouts on rosters, including a setting to show the number of hours each staff member is working across all shifts in the view.

For private hospitals that allow doctors to automatically invoice for on-call shifts, allow invoice rates to be set for individual shifts, overriding the standard shift invoice rates. So now administrators can apply a bonus payment for a certain day which will automatically be included in any invoice.

Allow different work rules to be applied to different roles.

Improved search/filter and editing functions on shift conflict rules; checks to prevent duplicate rules.

Improved efficiency in applying shift patterns to multiple users.

Improved layout of roster administration pages, and ability to filter rosters by team and skill.

Various bug fixes, and a number of useability, speed, cosmetic and interface enhancements.

Optionally assign FTE to staff, e.g. 100% FTE (works 5 days per week) or 40% FTE (works 2 days per week)

See FTE staff status in various locations

Optionally, use FTE in work rules, e.g. a limit of '38 hours per week per FTE' will limit a 50% FTE to 19 hours per week.

Use FTE when calculating self-roster quotas.

Improved self-rostering shift-picking functions, to select and de-select preferences for an entire day with a single click, rather than selecting every shift.

Improved identification of shifts created by self-roster algorithm vs ones picked by a user.

'Priority' function on self-rosters involving multiple types of shifts to identify which s shifts HosPortal's algorithm should try to fill first. Useful in cases where there are not enough people or selections to fill a roster.

Self-roster algorithm now considers any work rules (e.g. 'no more than 76 hours per pay period'), not just shift quotas and shift conflict rules (e.g. 'cannot do consecutive night shifts').

Staff view can optionally show the number of hours each person is working. This is based on the current view: changing changing the length of the view (e.g. 1 day, 1 week, 4 weeks) recalculates the hours.

Improved leave conflict checking: requesting all-day leave will now clash with an overnight shift finishing that morning.

Minor bug fixes and some user interface improvements.

Update to self-roster email templates to make them more flexible for different use cases and be more flexible to meet different customer needs, with a focus only on the necessary information.

Various bug fixes and usability enhancements.

Updated email templates for self-roster communications to make them clearer and more suitable for more varied self-roster use cases.

Improved conflict checking on invoice rates to ensure it is not possible to set overlapping rates.

New audit log on self-rosters to report administrative changes by timestamp.

Improved efficiency by remembering prior settings when using the '+add user' function.

Improved clarity of the application of 'available' sessions to overnight shifts.

Improved PDF exports.

Improved filtering of vacant shifts on roster pages, including filtering vacant shifts by what role is eligible to do those shifts.

Improved performance when building and editing self-rosters.

Greater visibility by site administrators on the emails and SMS messages other users have sent via the Direct Message function. Previously site administrators could only easily see messages received by users.

Improved presentation of bulk emails and SMS messages in the message history log.

Greater flexibility on setting send times for SMS reminders. Now that admins can set specific send times HosPortal no longer requires its arbitrary 'unsociable send time' block-out.

Various bug fixes and useability enhancements.

More protections, alerts and feedback when launching self-rosters to reduce the chance of unintended consequences.

Change in the appearance of document permissions, to make it clearer who has what permissions.

Ability to use Excel spreadsheets to import contacts into HosPortal's 'Directory' function (a shareable contact list that includes personnel and contact information of people and places not listed elsewhere on HosPortal).

Where rosters are shown in 'Staff view', allow user to group staff by team and put team names in separators.

Allow login with mobile numbers, in addition to other login usernames.

Ability to define shifts in relation to a holiday for activity-based rosters. For instance to define a shift that only occurs on the day before or after a public holiday, or to define a shift that occurs on the Monday of a week that contains a holiday.

Various cosmetic and useability improvements in many areas, e.g.

Some minor bug fixes, particularly in editing draft self-roster settings and selection windows.

See all shifts created from a pattern. Bulk delete all shifts created from a pattern.

Improve performance and useability of self-rosters:

Improved shift alerts: more flexible rules and more activities included in rules

Improved archive functions to optionally hide old data

Improved admin control over problem emails:

Various cosmetic and usability improvements and minor bug fixes.

'Blockout only' self-rosters. Allow users to participate in preference-based self rosters but limit them to only selecting blockouts, rather than expressing positive preferences for shifts. Great for junior doctor rosters.

Users can now opt to show events in iCal calendar subscriptions, and can now elect to show each of leave, events and shifts separately.

Further flexibility in self-roster design and specification of roster quotas: nominate any value to any shift on any day by using 'custom dates'

Sort staff by team in roster view, Great for physician rosters to show each subspeciality together in the one view.

Simplified staff selection when editing shifts: only show categories (e.g. assigned, conflict, leave) when there is one or more staff in that category.

Improved feedback when applying patterns to users: show when a user's role does not span the pattern; allow you to quickly select and deselect already-filled shifts.

Add week names to patterns.

Force-end roles automatically removes leave requests.

Various cosmetic and useability improvements; minor bug fixes.

Updated and improved 'reminder acknowledgement' function, including acknowledgement timestamps in sent communication logs.

Ability to filter leave by team.

Ability to edit the name of a roster that is already in use, and keep track of obsolete roster names.

Greater flexibility in self-rosters, including the ability for users to see their own leave requests in the selection page, and roster administrators to more easily amend quotas after launch.

Many minor improvements and some minor bug fixes.

Ability to filter approved and requested leave by team.

Greater flexibility in self-rostering: where the self-roster process overlaps existing shifts; adding and removing shifts, windows and quota bands to self-roster processes prior to launch; ability to add administrative notes even after the process is launched.

Increased ability to export to Excel from the admin dashboard: market shifts, vacant shifts

Improved ability to require users to acknowledge shift reminders.

Stricter management of users exempt from particular rosters, to reduce the risk that they will be staffed in error.

Improved audit trails on certain changes.

Various minor bug fixes, enhancements, user interface improvements and performance/speed improvements.

Ability to sort conflict and vacant shifts on the administrators' dashboard, e.g. by date, location or roster.

Simplified invoice rate-setting rules and improved user interface for invoice management (more of this to come in later releases).

Improved ability to append large attachments to emails on the Direct Message page.

A 'What's new' function that allows all users to know when we update this page.

Improve search functions for HosPortal communications, in particular to find self-roster shift confirmations.

Ability to export shift notes when exporting rosters in Excel.

Term dates can be assigned to roles, for instance to distinguish the term dates that apply to Registrars from the term dates that apply to RMOs.

Various minor bug fixes, enhancements and performance/speed improvements.

Fixed bugs and improved functionality of self-rosters, including an error that incorrectly transferred quota when swapping shifts.

Improved security protections and policy to insist on multi-factor authentication for some users.

Improved performance for site administrators before a site is in 'live' mode.

Improved checking of shift rules and conflicts when using the 'move user' function.

Improved details on shift and slot history logs.

More powerful 'force-end user' functionality.

Improved daily digests by reducing the types of shift updates that will be reported in the digests sent to each user.

Hide inactive site administrators

Further improvements to leave calculations and leave rules (refer Release 17).

Further improvements to pattern-based rosters (refer Release 17)

Various minor bug fixes and performance enhancements.

Additional leave approval rules to consider:

More powerful multi-select function to edit many shifts at the same time:

A rethink of the way role filters are used on the roster pages. Previously filtering by ‘Consultant’ would show all shifts, including all the people on the shift, where a Consultant is currently - or is eligible to be - staffed. The new filter will only show the Consultants. Clicking into the shift to edit it will then show everyone to provide context to allow user to make changes.

Improved functionality in staff-based views (where staff are listed down the side of the page for instance), including improved consistency between the staff views and other views regarding treatment of ‘available’, ‘conflict’ and ‘unallocated staff’.

Improved PDF exports for rosters to show role icons, tags and conflicts, and improve presentation for various common formats.

Improved and more detailed shift history logs.

Improved presentation of day views with large user photographs.

Use term dates to quickly assign users to teams, rather than manually enter start and end dates.

Improved management of public holidays

The results of leave rules presented to leave approvers at the time of manual approval.

A new ‘clean-up’ section of the admin dashboard to show administrators areas of attention, e.g. where there are shift or leave alerts being sent to people who are no longer active on HosPortal.

Ability to see a table of leave on all roster pages.

Various minor bug and cosmetic fixes and performance improvements.

A new permission option that allows users to view draft shifts but not edit them. Previously, draft shifts were only visible to users who also had edit permissions on those shifts.

Ability to attach tags to users on templates. Previously tags could only be applied to shifts, and were not able to be applied to users on the templates. By putting the tags on the template the tags are automatically applied to the users each time a shift is published.

Conflict flags are now shown on templates. This allows templates to be checked for conflicts without needing to publish any shifts. The conflict flags are updated when the conflict rules are changed.

Better alerts and checking if adding or changing a user template results in a conflict.

Ability to update roster times and names, and apply these changes selectively: to all shifts already published in the past and future, only shifts after today, or only when for shifts published in the future.

More flexibility to edit in-use templates, such as names and locations, and more flexibility to bulk-edit shifts and templates.

Enhancements to roster reports and reporting filters:

Change in colour scheme on self-roster pages which made it difficult for colour-blind administrators to see the status of shifts.

It is now easier to fill a user’s template with ‘unallocated’ shifts, e.g. for staff specialists and trainees who might be unallocated for 4 or 5 days per week.

Improved formatting of PDF exports, including the ability to see shift tags and ability to include a locations phone number (e.g. the Theatre 1 landline) in the PDF.

Fixed presentation of ‘all day’ events in iCal subscriptions.

For new customers, we can now set up sites in ‘dark mode’ hidden from any non-administrative users even if rosters are in published state. When an administrator sets a site live all users will be invited automatically and all email and SMS communications are then enabled.

Various minor bug fixes and UI improvements.

Speed and performance improvements.

the staffing, name and configuration of the shift is retained. You can edit these separately.

The shift becomes an ad hoc shift, which means that any connection with an underlying template is broken.

Allowing tags attached to users to be moved with the user. If there is a tag attached to a user and you use the ‘move user’ function then you now have the option to decide if the tag stays with the old shift (which was the old behaviour) or you could move the tag with the user to their new assignment.

The option to show Events (such as regular staff and training meetings) on the location-based roster page, similar to seeing leave and staff availability.

Ability to see conflicts on the templates. Previously conflicts would only be shown on draft and published shifts.

Many small bug fixes and performance enhancements.

HosPortal now subscribes to a public holiday database service, that significantly simplifies the work involved - and improves the accuracy of - public holidays for all users in any jurisdiction.

Ability to manage rosters, availability and templates in '‘staff view’. Most customers user a ‘roster’ view or ‘location’ view to manage rosters. You can now also list the staff down the side of the page and manage their activity by date.

Improved self-roster management, including more flexible preference-based rosters and more power to roster administrators to create and manage selections on behalf of other users.

A more complete audit log to track and report all changes made to a shift, including deletions and not just assignment changes

Ability to export customer-specific staff profile information in addition to standard contact details

Improved tracking of SMS messages and reporting of send status

Many and varied cosmetic and flexibility improvements to PDF and Excel exports and reports

Ability to export and print templates, for instance for clinical allocations

Ability to count draft shifts in statistical reports

Ability to ‘force terminate’ users without first managing all their outstanding activity after their termination date: all shifts can be marked vacant.

Ability to ‘force end’ repeating shifts, that will now automatically remove all user templates associated with that shift

Restructure of file folders, to make them easier to use

Ability to duplicate even the most complex self-roster, to more easily run the next cycle

Ability to add tags to templates

Ability to see tags using icons on the roster pages, and ability to add and see tags on individuals on a shift

Inclusion of functions to find and more easily manage template conflicts

Ability to hide leave types from non-administrative staff - users can now see when someone is on leave, but not the leave type or reason for leave

More options for setting and saving views

Lots and lots of speed and performance improvements in almost every aspect of HosPortal

Lots of small bug fixes