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Save, load, and restore schedules

Scheduler guide
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Save, load, and restore schedules

Each schedule you keep is a named schedule. Saving writes the version your team sees through the share link and the On Call page. Between saves, autosave keeps your edits in a draft, so closing the tab does not lose them.

Use this when you need to
  • Know whether your latest edits are saved.
  • Get back a version from before a mistake.

How to do it

  1. 1

    Name the schedule

    Until a schedule has a name, the header reads “Untitled schedule (use Save As to name)”. Open Save, choose “Save As…”, type a name, and select Save. If that name is already taken, a warning appears and the button changes to “Replace”. The schedule you replace keeps its previous content in version history.

  2. 2

    Save as you work

    Press Ctrl+S, or Cmd+S on a Mac, or open Save and choose the first item, which shows Save and the schedule’s name. On an untitled schedule the item reads “Save…” and opens Save As.

  3. 3

    Check for unsaved changes

    When the open schedule has edits that are not saved, the header shows “· Unsaved changes” after its name and the Save button shows an amber dot. The Save menu reads “Unsaved changes · draft kept” with a time, or “All changes saved”. Switching between calendar and table view does not count as a change.

  4. 4

    Open another schedule

    Open Load. “Current” lists the open schedule and “Restore autosave” with the time of the last autosave. “Recent” lists up to 10 named schedules, and “All schedules…” lets you search every one. “Shared” lists schedules other people added you to, with the owner’s email.

  5. 5

    Recover edits you never saved

    If you open a schedule that has unsaved edits in its draft, a banner says so, for example “Changes from 2 hours ago were never saved: 12 shifts, time off for 1 physician. You’re viewing your last save (9/20).” Choose “Restore changes” to bring them back, or “Discard” to drop them.

  6. 6

    Respond when it was saved elsewhere

    The banner “This schedule was saved elsewhere; you are looking at an older version” means another tab, device, or collaborator saved it. Choose “Load latest” to open their save, or “Keep working” to dismiss the banner.

  7. 7

    Restore an earlier version

    Open Load and choose “Version history…”. It is unavailable until the schedule is saved under a name. Compare the rows, select “Restore” on the one you want, then “Confirm restore”. The version loads into your workspace only, so press Save to keep it.

  8. 8

    Rename or delete a schedule

    In the Load menu’s Recent list, hover a schedule to show its pencil and trash icons. Renaming keeps share links, collaborators, and history with the schedule. Deleting asks for confirmation first.

Good to know

  • Version history columns are When, Source, Date range, Docs (the physician count), PTO days, Slots (filled assignments), and Δ PTO, the change in PTO days from the row below. Saved rows are your own saves. Auto rows are automatic snapshots taken every few hours while you work, and the newest 30 are kept per schedule.
  • “Hide unchanged duplicates” is on by default. A row where physicians, PTO days, or filled slots dropped sharply is shaded red, to help you find when data went missing.
  • Opening a schedule from Load does not ask first. Your unsaved edits stay in the draft, and the recovery banner offers them the next time you open that schedule. Choosing Blank schedule or Sample schedule from New asks “Replace this workspace?” with “Discard” and “Keep editing”.
  • If you try to leave the page with unsaved changes, your browser asks you to confirm.
  • Deleting a schedule permanently removes its version history, publish history, and any pending swap or PTO requests, and any live share link for it stops working. It cannot be undone.

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