Scheduling and Replacements

Generate rota drafts, use schedule templates, preview assignments, and manage replacement offers.

This page covers the Assignments tab and the replacement workflow that sits behind it.

Assignments Tab

The Assignments tab is where roster data turns into a working schedule.

Holy Resource lets coordinators:

The system is designed to help, not to remove human oversight. The first generated version is still a draft that leaders can review.

Inside the scheduling workflow, coordinators can also open Schedule Templates.

These templates use spreadsheet-style layouts and are documented in Volunteer Templates.

When somebody can no longer serve, Holy Resource does not require a full rebuild immediately.

The replacement workflow is centered around the Backout Automation Queue, which has two views:

This gives coordinators a place to see whether an open role already has a replacement path in motion.

Replacement offers are meant for the invited person, not just for coordinators.

The invited volunteer can open the offer, sign in if needed, and accept or decline from the dedicated replacement-offer flow.

If the link opens in a browser first, Holy Resource can use a simple bridge page to help the person open the app and continue.

Give yourself time to review and fix edge cases before reminders or offers go out.

Use both the Assignments and Rota Preview views to confirm coverage before treating the schedule as ready.

If volunteers back out, the queue shows whether the situation is still moving or needs direct coordinator help.

When someone misses the first message, resend from the prepared offer path instead of rebuilding the invitation manually.

Operational note

Treat replacement messages as time-sensitive. An offer may stop being valid if somebody else accepts first or the window closes.

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