Shift Swap Policy Setup Checklist
A step-by-step checklist for writing and rolling out a shift swap and coverage approval policy before the first request comes in.
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Reviewed for 2026, updated September 8, 2026.
Coverage Rules and Eligibility Worksheet
A fill-in sheet for defining the minimum staffing, credential, and position rules for every shift or station so swaps can be checked against them before approval.
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