Components of an On-Call Schedule

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There are 3 parts that are key in configuring a schedule:

  1. Users: Who is on-call for this schedule?

  2. Rotation Type: When do your users rotate shifts?

  3. Effective Date for Change: When should the rotation you specified start?

To get started, navigate to Configuration → Schedules. If making a new schedule, click on New On-Call Schedule. If editing an existing schedule locate the schedule you want to edit, click the gear icon, and select Edit.

Note: Any changes to the schedule apply to present and future dates or times only. Edits will not apply to schedules retroactively. If you want to revert a schedule to a previous state, it is recommended that you refer instead to this article.

Users

In step 1 of the schedule  can add or delete users from your schedule as needed. Users will move through the rotation in the top-to-bottom order they are listed in. If they are in the wrong rotation order, you can also drag and drop users into a different order. 

Rotation Type

You can choose to rotate your users on a daily or weekly basis. You may also want to create a more custom rotation based on your needs. The rotation type will determine how often your users move through the rotation (every day, every week, etc.)

If your users aren't starting their shifts at the correct time, double check that the Handoff Time is correct. We generally recommend that the handoff time be at the beginning of the shift. In the following example, I want my shift to begin at 8am and end at 8am (24 hours) every day, so my handoff time would be 8:00:

Clicking the Restrict on-call shifts to specific times checkbox will allow you create shifts for only a few hours every day or specific days and times of the weeks.

If you restrict these to times-of-the-day, users will only be on call during the specified times every day (9am-5pm in the below example).

If you restrict these to times-of-the-week, users will only be on call during the specified times on the selected days of the week (9am-5pm on Monday, Wednesday, and Friday in the below example).

Effective Date for Change:

If your on-call schedule is starting or rotating on the wrong date or time, then you will need to change your Effective Date for Change. The Effective Date for Change determines when you would like the rotation specified in the schedule to start.

The time field will match the Handoff Time from the Rotation section.

 

 

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