Finding Coverage (Squad Leads)
As a Squad Lead, ensuring your roster is fully staffed is a primary stewardship responsibility. You use the same Schedule page as every safety team member, but with management actions unlocked for events under your care.
All features described on this page are available to Squad Leads and Organization Admins. Standard safety team members will not see these management actions.
Event Detail Page (Manager View)
When you click into an event on the schedule, you see the full Event Detail Page with management capabilities.
![]()
Tabs
The detail page is organized into three tabs:
| Tab | Description |
|---|---|
| Roster (count) | Shows all assigned positions and team members for this event. |
| Attending (count) | Lists safety team members who have confirmed attendance. |
| Checklists (count) | Event checklists for setup, procedural, or teardown tasks. |
Open Positions
Any unfilled posts are highlighted in amber at the top of the Roster tab. Each open position shows two action buttons:
- Claim — Assign yourself to the open post.
- Assign — Open a searchable member-select dialog to assign another safety team member.
Member Self-Claim
Whether eligible safety team members can claim an event’s open positions themselves is decided in this order:
- Organization default — set by an admin under Self-Claim Settings and copied onto each manual, program, or service event when it is created. It is off unless your organization turned it on. Training events never use it.
- Service or program setting — an admin can give a service or program its own Member self-claim choice, which replaces the organization default for the events it creates. Events added by hand follow the organization default.
- This event’s setting — a coordinator can turn self-claim on or off for this event from its detail page. That always overrides what the event started with. Turning it on uses the event’s service or program who can claim choice if it has one, otherwise your organization’s current choice from Self-Claim Settings (home campus only, unless an admin chose organization-wide).
Self-claim closes at the start of the event’s day in your organization’s time zone. Rescheduling an event does not move its claim window — if you move a self-claim event to a later date, turn self-claim off and on again to reopen it for the new day. Turning it back on opens it to the members its service or program’s who can claim choice allows, or your organization’s current choice if it has none.
Assigned Duty Roster
Below open positions, you will see the full roster of assigned safety team members and their posts. Each member row includes a dropdown menu with options:
- Unassign — Remove the member from this post (the post becomes an open position).
- Remove — Remove the member from the event entirely.
Floating / Support Section
Some events include Floating or Support assignments for safety team members who are not tied to a specific post. These appear in their own section on the Roster tab.
Creating Events
To add a new event to the schedule:
- Click the + button on the schedule page.
- Fill in the event details: Name, Description, Date, Time, and Type (Service, Program, Special, or Training).
- Select the required posts for the event.
- Save the event. It will appear on the schedule for all safety team members to see.
Daylight Saving Time transitions: Start or end times falling within the repeated hour of the autumn clock change (such as 1:00 AM to 1:59 AM) or the skipped hour of the spring clock change (such as 2:00 AM to 2:59 AM) cannot be saved and return an “Invalid date or time” notice. Schedule events outside these transition windows: for autumn fall-back, choose times before 1:00 AM or at 2:00 AM and later; for spring forward, choose times before 2:00 AM or at 3:00 AM and later. See Daylight Saving Time and clock changes for full details.
Managing Checklists
The Checklists tab on the Event Detail Page lets you manage task lists associated with an event.
You can:
- Mark items complete or skipped as your team works through them.
- Assign checklist items to specific safety team members.
- Add notes to individual checklist items for context or follow-up.
Checklists are configured by your Organization Admin. If you need a new checklist template, reach out to your admin team.
Managing Call-Outs
When a safety team member calls out, you handle it from the Event Detail Page:
- Open the event and go to the Roster tab.
- Find the member in the roster and open their dropdown menu.
- Select Unassign or Remove.
What happens next depends on the assignment type:
- Post assignment — The post becomes an open position (amber highlight), ready to be claimed or reassigned.
- Floating / Support assignment — The assignment is deleted from the event.
After removing the member, you can immediately assign a replacement using the Assign button on the now-open position.
Urgent Staffing Alerts
If your organization uses self-declared unavailability, you may also see a post open up without a call-out or swap at all — a member declared themselves unavailable.
When a member declares unavailable for something happening later that same day, you, your Organization Admins, and your Oversight leaders get an urgent notice immediately — a bell notification, plus a push alert where push is enabled — so you find out about the gap right away instead of discovering it at the last minute. A declaration for a future day generates a standard (non-urgent) alert instead.
Monitoring Swap Requests
When a safety team member requests a swap:
- The assignment appears in the Pending Swaps pool.
- Other qualified members can see and pick up the assignment.
- You have full visibility into all swap activity for your squad.
The platform handles the logistics of the swap. Your role as a watchman is to monitor and ensure the assignment gets filled.
Best Practices
- Check early — Review the upcoming weekend by Monday or Tuesday.
- Encourage swaps — Teach your team to use the Swap feature rather than just texting you.
- Maintain reserves — Keep a list of reliable reserve members who can fill in on short notice.
- Use checklists — Assign checklist items before the event so your team knows their responsibilities in advance.
See Also
- Swapping Shifts — How safety team members initiate trades.
- Viewing Your Assignments — The basics of the schedule view.
Need More Help?
© 2026 N4 Safety. All rights reserved.