Glossary

Plain-language definitions of terms used in the app and in this guide.

Activity — the record of who did what and when, across the whole app. Second tab under History. Visible to editors and admins; kept for two years.

Adjust schedule — the toolbar button that groups every action which rewrites an existing schedule: Apply time off, Redistribute weeks, Assign holidays, Swap two people.

Apply time off — repair a year from an effective date forward: keep what's fine, only fix weeks broken by new PTO or roster changes, and fill empty slots. Previously called Regenerate.

Back-to-back — being on call two weeks in a row. The scheduler avoids this.

Data — the toolbar button that groups every action which moves data in or out: Export .xlsx, Import .xlsx, Full backup, Restore full backup.

Effective date — the date you choose for Apply time off or Redistribute weeks. Weeks before it are left alone; only weeks from that date forward can change.

Full backup — a single JSON file containing everything: roster, holidays, time off, and every year's schedule.

Generate — build (or completely rebuild) a whole year's schedule from scratch, fairly.

Holiday rule — a definition like "July 4" or "4th Thursday of November" that the app uses to find the holiday week each year.

On call — the person responsible for responding that week, for a given role.

Pool — a group of people who can fill a role: the Manager pool, Voice pool, or Data pool. Each pool is balanced on its own.

PTO — Paid Time Off / vacation. While someone is on PTO, the scheduler won't put them on call.

Rebalance — the old name for Redistribute weeks. Still the name of the underlying API route.

Redistribute weeks — even out the per-pool load after you add or remove someone, changing as few future weeks as possible. Can move anyone, not just the person who changed. Previously called Rebalance.

Regenerate — the old name for Apply time off. Still the name of the underlying API route.

Roster — the master list of people and which pool(s) they're in.

Role (on-call) — Manager, Voice, or Data — the three slots filled each week.

Role (permission) — Viewer, Editor, or Admin — what you're allowed to do in the app.

Snapshot — a saved copy of a year's schedule, taken automatically before each change so you can restore it. Listed under History → Snapshots.

Swap — two people trading specific on-call weeks. Shown in the app as Swap two people. To trade only a day or two, use a day override instead.

Cloudflare Access — the security layer that requires Microsoft 365 sign-in before the app loads. It decides who can sign in; the Admin tab decides what they can do.

ConnectWise terms

Schedule Hold — the kind of ConnectWise calendar entry the app creates for on-call. It blocks time without being tied to a ticket or a company.

Adopt — when a hold already exists in ConnectWise and matches exactly, the app records it as its own rather than creating a duplicate. Nothing in ConnectWise changes.

Effective date — the first week the app takes responsibility for. Weeks starting before it are never touched, so entries made by hand in the past stay exactly as they are.

Pending / waiting to sync — a week whose people changed in the app but whose ConnectWise calendar hasn't been updated yet. A week drops off the list by itself once a preview or push finds ConnectWise already matches it, or when a later save undoes the change.

Day override / covered day — one day of one role handed to someone other than the week's scheduled person, for example Robert covering Danny's Data shift on Saturday. Added with the red + beside the role in Edit week. Each day runs 12:00 AM to 11:59 PM.

Member — ConnectWise's word for a person. Each employee in the app is mapped to one, and that mapping decides whose calendar gets written to.

Drift — a hold the app created that has since been changed or deleted directly in ConnectWise.