Industries / Healthcare & care

Every shift covered by someone qualified to be on it

Healthcare rotas fail in a particular way: the shift is covered, but by someone whose mandatory training lapsed last month. Here the rota checks it for you. Every shift you assign is checked automatically, including whether the person holds the certificate the shift needs on that date, so a lapse surfaces while you are planning rather than during an inspection. Training and DBS documents carry expiry dates and remind you ahead of time, and staff clock in with a GPS stamp or an NFC tag so you know who was on shift. Training, certificates and the certificate check come with the Pro plan.

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Updated August 2026

Training records showing course completion and expiry dates per person
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In their words

A pharmacist taking a box of medicine from a dispensary shelf
Otisio is a game changer! It's made tracking staff hours effortless and streamlined our HR processes. It's one of those systems you quickly realise you can't imagine working without.
Akeela, Oakpharm Ltd

The problem

Every healthcare setting carries two risks at once: an uncovered shift and a covered shift filled by the wrong person. Most rota tools only see the first, because the training matrix lives in a spreadsheet nobody opens between audits. Keeping the rota, the training record and the document file in one product is what makes the second risk visible: the rota knows what has lapsed, so the question stops being whether anyone checked.

01

The rota checks the certificate, not you

The rota catches mistakes for you as you build it: a double booking, somebody on annual leave, somebody who said they are not available, too many hours in a week, too little rest between shifts, and a certificate the shift needs that the person does not hold on that date. You see it straight away, before the rota goes out, so building the week is a breeze, and when a manager needs to cover an emergency they still can.

A care rota flagging that a staff member lacks a required certificate for the shift

02

Mandatory training that expires before it bites

Build courses from written material, files, videos and quizzes, assign them to a whole role or to named people with a due date, and track each person part by part. Certificates carry expiry dates and resurface ahead of time, so a renewal is a diary item rather than a discovery.

A training course list with completion status and expiry dates

03

DBS and right to work, on the profile

Vetting documents, right-to-work evidence and signed policies live on each person's profile with expiry dates and reminders. Contracts and policies go out for e-signature and every signature is stored with its signer, time and document version, so the file answers the question instead of you.

A policy sent for electronic signature with its status tracked against a staff profile

04

Know who was on shift, and where

The register shows who is on shift at every one of your sites right now, and every clock-in stays on record against the site it was made at. Staff clock in from their own phone with a GPS stamp and a geofence check, or tap an NFC tag on site. Punches made where there is no signal are held on the phone with the time they were tapped and sync on their own. Location is read at the punch, twice a shift, and never in between.

Who is on shift right now across a pharmacy, a dental practice and a vet practice

Questions from healthcare & care teams

Will it catch me rostering someone whose training has lapsed?

Yes. The moment you assign the shift, the rota shows that the person does not hold the certificate it needs on that date, alongside anything else it has caught, such as annual leave, availability, weekly hours or rest between shifts. A manager covering an emergency can still go ahead knowingly, and if your policy is stricter, one setting makes a missing certificate stop the booking instead.

How do we track DBS checks and mandatory training?

Both live on the person's profile. Vetting and right-to-work documents carry expiry dates with reminders, and training courses record completion part by part with certificate expiry, so a compliance view shows who is current and who is about to lapse.

Can we show who was on shift and where?

Yes, at every site. The register shows who is on shift at each site right now, and every clock-in is kept against its site. Staff clock in from their phone with a GPS stamp measured against a fence around the site, or tap an NFC tag on site. A punch made with no signal is kept on the phone with the time it was tapped and syncs later, so a basement room does not cost anyone their pay or the record.

Does it handle several sites?

Yes. Shifts belong to sites, staff can be assigned across several, and the rota filters per site or shows the whole group at once. Timesheets and training records stay organised around the same sites.

See it with your own healthcare & care team

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