Producing an exception list for shift planners

Shift planner exception list

Start by listing every credential whose expiration date has already passed or falls inside the upcoming shift cycle. Sort that list by expiration date so the nearest deadline appears first. For each entry, write the employee name, credential type, location, role, and expiration date. Separate expired items from items due within the next thirty days.

What to mark as needs attention

Flag any expired credential as blocked from that duty until a valid replacement is on file. Flag credentials expiring within seven days as due soon. Keep current credentials off the list so planners are not distracted by records that do not require action.

Sample exception entry

CPR / AED — Sam Okafor, North warehouse, shift lead. Lapsed three days ago. Blocked from first-aid duty until a valid replacement is on file.

Reusable check

Before publishing the list, verify that each flagged name has a matching record in the roster, that the expiration date matches the attached document, and that no current credential appears on the exception list.

Exception

If an employee holds a valid temporary authorization covering the same duty, do not block them; note the temporary authorization in the record.

The planner should reopen the list at the start of each scheduling cycle so only credentials requiring a decision remain visible.

Related: Cert Expiry Tracker features.