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For OR governance committees, perioperative services directors & service line leaders

Rebalance OR block allocation before the season shifts

Every quarter, WebRun opens LeanTaaS iQueue, compares each service line's current block allocation against its actual case volume and seasonal trend over the past year, logs the gap between allocated and earned time to a Google Sheets report, and posts your OR committee a rebalance summary showing which services are over or under allocated heading into the next season.

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14,115 templates Safe automation No code
On the 1st of each quarter at 9:00 AM WebRun
1 LeanTaaS iQueue compare block allocation to seasonal case volume
2 Google Sheets log the allocation gap by service line
3 Slack post the rebalance report to the committee
Run a sample
In short

How do I know which OR block allocations to rebalance each season?

Every quarter, WebRun compares each service line's block allocation in LeanTaaS iQueue against its actual seasonal case volume and calculates the gap between allocated and earned hours. It logs a ranked report to Google Sheets and posts your OR committee a rebalance summary in Slack ahead of their meeting, so reallocation decisions start from real seasonal data instead of habit.

  • The committee walks into each quarterly meeting with the allocation gap already ranked
  • Seasonal swings are compared year over year so a predictable dip isn't mistaken for lost demand
  • No allocation changes automatically. The committee keeps the final call

Built for OR governance committees · perioperative services directors · service line leaders · surgical services administrators

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.leantaas.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    LeanTaaS iQueue - compare block allocation to seasonal case volume
    leantaas.com How to Automate LeanTaaS iQueue
    WebRun in LeanTaaS iQueue: compare block allocation to seasonal case volume
    WebRun opens LeanTaaS iQueue to compare block allocation to seasonal case volume.
    • Open LeanTaaS iQueue and go to the Block Utilization and case volume reports
    • Pull each service line's current block allocation and its actual case volume over the trailing 12 months
    • Compare this quarter's volume to the same quarter last year to surface seasonal swings
    • Calculate the gap between allocated hours and hours the service line's volume would justify

    Done when Every service line's allocation gap against its seasonal case volume is calculated.

  3. 2
    Google Sheets - log the allocation gap by service line
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log the allocation gap by service line
    WebRun opens Google Sheets to log the allocation gap by service line.
    • Open the seasonal rebalance report
    • Add this quarter's row for each service line with allocated hours, earned hours, and the gap
    • Sort so the largest over allocated and under allocated services sit at the top

    Done when The report reflects every service line's allocation gap for the quarter, sorted by size.

  4. 3
    Slack - post the rebalance report to the committee
    slack.com How to Automate Slack
    WebRun in Slack: post the rebalance report to the committee
    WebRun opens Slack to post the rebalance report to the committee.
    • Post the quarterly rebalance report to the OR committee channel
    • Lead with the services most over and most under allocated relative to their seasonal volume
    • Include a link to the full Google Sheets report for the committee meeting

    Done when The OR committee has this quarter's rebalance report in Slack ahead of their meeting.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.leantaas.com
ScheduleRuns automatically on this cadence
On the 1st of each quarter at 9:00 AM
DeliveryHow each run's result reaches you
Rebalance report · Slack
OutputWhat each run produces - A quarterly report comparing each service line's block allocation to its seasonal case volume, with the gap ranked largest to smallest.
Text
Setup & safety

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Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
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Every action is checked against this policy before it runs.

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Shell command BLOCK
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Runs in a contained environment More on policies
Good to know

Questions, answered

Does WebRun change any block allocations itself?

No. It only calculates and reports the gap between allocated time and what each service line's seasonal volume would justify. Any actual reallocation is a decision your OR committee makes and carries out in iQueue.

How does it account for genuine seasonal swings, like a summer specialty slowdown?

It compares this quarter's case volume to the same quarter a year earlier, not to the prior quarter, so a predictable seasonal dip doesn't get mistaken for a real drop in demand.

Can we change how far back it looks?

Yes. The trailing window used to calculate each service line's earned hours is set when you configure the workflow, so it matches how your committee already reviews allocation.

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