Configure supervised automation.

Overview

The Automation Centre holds the automation library, the automations you have already enabled, their scheduled runs, run history, and action logs.

Today's automations are reminder and notification workflows: overdue shift report reminders that escalate to a manager, staff compliance and document expiry chasing, client document and service agreement expiry reminders, and incident follow-up plus high and critical incident notifications.

Automation is supervised decision support. It must not be left to run unattended, and every automated action should be reviewed by a responsible person.

Before you begin

• Make sure rostering, notifications, and the related workflows are set up first.
• Decide who is responsible for supervising each automation.
• Keep manual workflows available as a fallback.
• Know where the switches live: the organisation master switch is in Account settings, and shift swap and shift cancellation settings are per site, on each site's own record.

Recommended setup order

1. Open Account settings as an owner or admin and turn on Automation and Capacity Controls. The Automation Centre master switch sits there, and turning it off stops every automation beneath it whatever their own switches say.
2. Open the Automation Centre and browse the library by category.
3. Enable one automation at a time, for example the overdue shift report reminder.
4. Set that automation's own settings, such as how many hours after a shift ends the first reminder goes out, how many reminders come before it escalates to a manager, or which managers a severe incident notification routes to.
5. Check the Scheduled tab for what runs next, then Run History and Action Logs for what already ran and what it sent.
6. Pause any automation that needs review. Manual workflows stay available.

Key fields and settings

Best practice

• Turn automation on gradually and watch the results.
• Assign a clear owner to supervise each automation.
• Treat an automated reminder or notification as a prompt for review, not a decision.
• Use Run History and Action Logs before changing settings, so you tune from what actually happened.

Common mistakes to avoid

• Enabling several automations at once without supervision.
• Looking for the organisation automation switch inside the Automation Centre. It is in Account settings, under Automation and Capacity Controls.
• Looking for shift swap or shift cancellation settings here. Those are per site, on each site's own record.
• Leaving automation running unattended.
• Treating an automated reminder or notification as a final decision.