Use this for a call-off with 15+ days advance notice — an officer flagging a date further out than what's currently on screen. For anything sooner, go straight to the cell on the schedule: select the date, Clear Name, and answer "Any issues with this officer?" there instead.
Who's free on a given day?
🟢 Green bubble = under 24 hrs this week (plenty of room)🟠 Amber = 32-39 hrs (approaching OT)🔴 Red bubble = 40+ hrs (already in OT, avoid first)
Green: Covering (Accepted)Yellow: Call-out / Assign SP Needed⚡ Teal: Board Pickup — permanent marker: system-placed, not admin-placed. Manage via the Open Shifts page.⏳ Lavender: Day-Off Holding — being filled on the board🙋 Day-off request pending — decide on the Open Shifts pageBlue: VacationOrange: SP Training OJTPink: First Time at This Postdot = Yellow: Requires update on WinTeamdot = Red: Open Cell on WinTeamdot = Green: WinTeam Updateddot = Orange: SP Assigned for Training🚫 = scheduling error — this officer is already scheduled at another site this day
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Edit Shift
📌 Push details to the officer's portal
✓ Posted to 's portal
He'll see it the next time he opens his portal. Send him this text so he knows to look:
Logged permanently and counts toward their call-off record — hit Save below to confirm. Blocking stops board pickups here and warns immediately if their name is typed in manually.
hours (max 24) — auto-opens to the board if not resolved by then
Applies to this one date only. Clear the hold (switch to Covering) once they confirm — that's what makes it a real, final assignment.
Changes here are for this date only. For a permanent change to the standing template, use the 📐 Master toggle on the main page instead.
Forgot to log it live? Use "Enter Visit Time" to record what time the visit actually happened, backdated to this entry's date above.
📷
Drag & drop a photo here, or click to browse
Schedule Strategy — what each one means
How broadly a shift search should reach once direct outreach — manager, then supervisor/ops — hasn't filled it. All four shown, regardless of which one this site uses, so they're easy to compare.
Fill in only the days the client actually specified - leave the rest blank and Master fills in as usual. Days that already have an entry are shown but locked here; delete them the normal way on the live grid first if they need to change.
⚡ Board Claim — Review
This shift was claimed on the Open Shifts board. Accepting puts the officer on the Live Schedule (green); rejecting returns the cell to yellow and reopens the shift for anyone else to claim.
Extra Coverage Officer
This entry was created through the Extra Coverage form - only the officer name can be changed here, and it stays in sync with the original event automatically. Everything else (status, date, scope) still goes through the form.
This event needs more than one officer, so this cell shows a single "MultiSP Event" label. The officers assigned are listed below. To add, change, or remove anyone, use the Events Calendar - the cell turns green automatically once every position is filled.
Changing the officer name always resets this to "Needs Update" - adjust it afterward once you've actually updated WinTeam.
Edit Master Template
Set on Manage Clients → this site's time slots, not here.
This changes the standing template going forward from today - not just this one week. It won't touch any temporary override already sitting on a live day (a call-out, vacation, etc.).
🏖 Day-Off Holding —
This officer requested this day off. The shift should stay posted on the Open Shifts board — still legally theirs — until another officer claims it.
↩️ asked to withdraw this request
Approve only if nobody is lined up to cover - approving puts him back on this shift and takes it off the board.
⚠ No matching post is currently live on the Open Shifts board for this shift.
⚡ Board Claim —
Teal is permanent for board pickups — it marks that the system placed this
officer (a volunteer), not an admin. It stays teal so this shift always reads as one to
watch. To change, replace, or remove the officer: use the
Open Shifts admin page → ↩ Release & repost — never by editing this cell,
or the claim and the schedule fall out of sync and the ⚠ drift alarm fires.
"Fix the WinTeam dot" opens the normal cell editor — adjust the sync dot there, but leave the
officer name and the teal color exactly as they are.