The Scheduling Dashboard is a powerful tool designed for schedulers and rosterers in Lumary DC. It provides a real-time view of upcoming sessions that have missing workers, clients, or planned services — so you can identify and resolve issues before they become problems. It's especially useful when you're managing multiple sites or handling last-minute changes to the roster.
This article covers:
Navigate to the scheduling dashboard
- Navigate to the App Launcher (nine dot grid icon in the top left hand corner) and search and click on Scheduling Dashboard. The dashboard will open as a tab in your Lumary DC navigation bar, labelled Scheduling Dashboard.
- You will notice the dashboard is split into two areas:
Left panel — four tabs to switch between
Right panel — filters and session results for the selected tab
- You will notice how each tab includes a consistent set of filters at the top of the right panel, allowing you to narrow down the sessions displayed:
| Filter | Description |
|---|---|
| Session Date | Filter by a specific date or date range. Defaults to Today. |
| Site | Search and filter by a specific site. |
| Session Type | Filter by session type. Defaults to All. |
| High Intensity Needs? | Toggle available on the Pre Appointment and Breaks & Sleepovers tabs. Filters to sessions involving clients with high intensity support needs. |
| My Offers only | Toggle available on the Sent Offers and Unsent Offers tabs. Filters results to only the offers created by you. |
The four tabs
Use the tabs on the left-hand side of the dashboard to switch between different views of your upcoming sessions.
Tab 1 - Pre Appointment
Filters to sessions that are scheduled to be delivered but have something missing — either a worker or a client/planned service.
Results are split into two columns:
- Missing Worker — Sessions where no worker has been assigned
- Missing Client or Planned Service — Sessions where the client or planned service hasn't been linked
Each session card shows the session name, rostered status, date, and time. You can click the external link icon to open the session directly, or use the Modify Clients & Services button to make changes without leaving the dashboard.
Example scenario when the Pre Appointment tab can be useful: A new client has been added to the system but their planned service hasn't been linked yet. Their upcoming session appears under Missing Client or Planned Service. You click Modify Clients & Services directly from the dashboard card to link the planned service.
Tab 2 - Breaks & Sleepovers
Filters to sessions that include breaks or sleepovers, helping you ensure these are correctly configured before delivery.
Results are split into two columns:
- Sessions with Unpaid Breaks — Sessions with unpaid breaks scheduled
- Sessions with Sleepovers — Sessions that include a sleepover component
Example scenario when the Breaks & Sleepovers tab can be useful: It's Friday afternoon and you want to make sure all weekend overnight sessions are correctly set up before you finish for the week. You open the Breaks & Sleepovers tab, set the Session Date filter to the next two days, and review the Sessions with Sleepovers column to confirm each one has the correct worker assigned and the sleepover is properly configured.
Tab 3 - Sent Offers
Filters to sessions where shift offers have already been sent to suitable workers, so you can track outstanding responses.
Results only appear under one column:
- Open Shift Offers — Offers that have been sent but not yet accepted
Use the My Offers only toggle to filter the view down to just the offers you personally sent, rather than all offers across the organisation.
Example scenario when the Sent Offers tab can be useful: You sent out several shift offers yesterday for sessions later in the week. You open the Sent Offers tab and toggle on My Offers only to see just your outstanding offers. Two sessions still show as Open Shift Offers with no response — you follow up directly with those workers to confirm availability before the deadline.
Tab 4 - Unsent Offers
Filters to unassigned shifts that are yet to be offered to a worker to fill.
Results only appear under one column:
- Unsent Shift Offers — Unassigned sessions or shifts where offers should be sent to workers
From this tab, select the shifts or sessions you want to action (you can select multiple plus icons to select more than one) and click the Send Offers button to offer the sessions/shifts out to workers.
Example scenario when the Unsent Offers tab can be useful: A few workers have called in sick this morning, leaving a total of seven shifts unassigned for the day. You open the Unsent Offers tab and can immediately see all seven shifts listed under Unsent Shift Offers. You click the + icon on each shift to select them all, then hit Send Offers — pushing all seven shifts out to suitable available workers in one action rather than handling each shift individually.
Tips & best practices
- Start your day here — Check the Pre Appointment tab each morning to catch any gaps in today's roster before sessions begin.
- Look ahead — Change the Session Date filter to proactively identify upcoming issues before they become urgent.
- Multi-site coordinators — Use the Site filter to focus on one site at a time and work through issues systematically.
- Bulk send offers — Use the Unsent Offers tab to review and send all pending offers in one go, rather than opening each session individually.
- Prioritise high intensity — Toggle on High Intensity Needs? on the Pre Appointment or Breaks & Sleepovers tabs to ensure your most complex sessions are staffed first.