Method and apparatus for queue-based automated staff scheduling

1. A queue-based scheduling apparatus for automated staff scheduling and for enforcing scheduling rules and requirements, comprising:

means for defining conditional and unconditional rules;

means for ranking rules and requests in varying priority as represented by a numeric value assigned to each rule and request; and

means for specifying rules both per individual and per group; and

means for generating schedules in multiple phases;

wherein during each phase, an automatic scheduler entirely schedules every assignment on every day in a scheduling period;

wherein on second and later phases, said auto scheduler learns from any hazards detected in earlier phases to generate a better overall schedule;

wherein said hazards are detected whenever said automatic scheduler cannot find an individual that would not violate some rule or request;

said automatic scheduler determining if any conditional rule has caused detection of hazard, and if said conditional rule is satisfied, finding a source or a condition of the rule that generated a violating request;

said automatic scheduler generating and submitting an internal request; and in subsequent phases, said automatic scheduler avoiding said hazard by using said submitted request from previous phases.

2. The apparatus of claim 1 , further comprising:

at least one queue per each scheduled assignment for holding requests and rules.

3. A scheduling process, comprising the steps of:

collecting requests and rules using a graphical user-interface;

determining a scheduling period that has a user-defined start date and stop date;

creating a request queue for each day of a period;

for each request or rule, determining which days said request or rule is applicable;

for each applicable day, inserting a request into its queue;

sorting said days from most constrained to least constrained;

beginning scheduling from a most constrained day;

for each assignment in a day, creating a list of candidates for that assignment for that day;

for each candidate, associating a highest priority request in said request queue that applies to said candidate, wherein said highest priority value for a candidate is a candidate bid for a chosen assignment;

sorting said candidates according to a bid calculated in the immediately preceding step;

scheduling a candidate having a highest number;

determining a schedule for any remaining days; and

means for generating schedules in multiple phases;

wherein during each phase, an automatic scheduler entirely schedules every assignment on every day in a scheduling period;

wherein on second and later phases, said automatic scheduler learns from any hazards detected in earlier phases to generate a better overall schedule;

wherein said hazards are detected whenever said automatic scheduler cannot find an individual that would not violate some rule or request;

said automatic scheduler determining if any conditional rule has caused detection of hazard, and said conditional rule is satisfied, finding a source or a condition of the rule that generated a violating request;

said automatic scheduler generating and submitting an internal request; and in

subsequent phases, said automatic scheduler avoiding said hazard by using said submitted request from previous phases.

4. The method of claim 3 , wherein said constraints on scheduling choices comprise either of conditional and unconditional constraints, wherein conditional constraints are only in effect if a certain scheduling condition applies.

5. The method of claim 3 , wherein a rule applies to either of a specific individual or a group of individuals.

6. The method of claim 3 , further comprising the step of:

associating rules with a number which describes a rank or a priority of that rule relative to other rules;

wherein a large positive number indicates that any individual under that rule is highly favored to be scheduled for the given shift on a given day;

wherein a large negative number indicates that any individual under that rule is not favored to be scheduled for the given shift on a given day; and

wherein an individual who is not subject to any rules has a priority point zero by default, indicating neutrality.

7. The method of claim 3 , further comprising the step of:

choosing a rule having a highest absolute value of priority points for an individual to compete with other individuals when more than one rule is to be applied.

8. The method of claim 3 , further comprising the steps of:

entering static or unconditional rules in the request queue prior to running the automated scheduler; and

entering conditional rules and requests during execution of the steps of said method, depending on the scheduling conditions;

wherein a highly adaptive scheduler is provided that changes its scheduling behavior during execution of the method, based on scheduling decisions made during execution of the method.

9. The method of claim 3 , further comprising the step of: providing conditional rules, wherein each conditional rule has a set of conditions and a set of actions, wherein when all conditions are met, said set of actions is converted into a request.

10. The method of claim 3 , further comprising the step of: providing an alternates list that exposes information in a form a user can use to override the choice that said automatic scheduler has made; wherein said alternates list displays all constraints and requests that are currently imposed on alternate individuals.

11. The method of claim 3 , further comprising the steps of: said auto scheduler randomly choosing different assignments on different days, rescheduling individuals until a global schedule improves or converges to an acceptable one; and said auto scheduler summarizing a number of requests or rules in each queue that are in violation across all assignments in an entire schedule to determine whether a global schedule has improved after a scheduling adjustment; wherein if a total number of violations decreases, said schedule has been improved and therefore is chosen over prior schedules.