Configure or update an On-Call shift
You can add extra coverage, specify extra times for when a shift is active, and schedule time off.
Before you begin
Role required: rota_admin or rota_manager
About this task
You can update the calendar only for the time zone specified in your user profile.
Procedure
Navigate to All > On-Call Scheduling > On-Call Calendars.
The on-call calendar opens.
Click the Timeline view icon (
Image omitted: view-calendar-timeline-icon.png
Timeline view icon\).
Timeline view icon\).
- Click the Filters icon (
Image omitted: filters-icon.png
Filters icon\) and then select the group.
Filters icon\) and then select the group.
The calendar displays the selected group.
Right-click a block that represents a member of the shift and select Manage Shift.
The Manage Shift dialog box displays the current shift settings.
Image omitted: manage-shift-provide-covrg-popup.png
Manage Shift dialog box
Manage Shift dialog box
- Select an Action, as appropriate.
| Provide coverage | Select details of the member who will provide on-call coverage for another roster member. The following options appear when you select this option:- Rosters: Select one or more rosters for which the member will provide coverage. - Member: Select the member to provide extra coverage. - Shift start: Select the date from which the coverage will start. - Shift end: Select the date on which the coverage will end. Note: The coverage is created between the start and end date of the shift based on its schedule time. |
| Schedule extra time | Specify extra coverage for the selected shift. The following options appear when you select this option:- Shift: Select the shift for which you want to specify extra time. - Shift start: Select the date from which the extra time will start. - Shift end: Select the date on which the extra time will end. |
| Schedule time off | Specify the group member who will take scheduled time off during the selected time frame. The following options appear when you select this option:- Member: Select the member who requested time off. - Starts: Select the date and time from which the time-off period will start. - Ends: Select the date and time on which the time-off period will end. - All day event: Select if the time-off period is a total of one working day. - Proposed cover: Select the name of the shift member who you would like to provide cover in your absence. |
Click Schedule to schedule the update.
To save the view settings, click the Bookmark this filter icon (
Image omitted: view-favourite-icon.png
Bookmark this filter icon\).
Bookmark this filter icon\).
- Configure a roster
Edit a roster to specify its reminder and escalation settings and to identify a subset of group members to participate in the On-Call roster. - Update shift details from the On-Call calendar
To save time, update shift details directly from an on-call calendar. - Send or resend reminders of an upcoming shift
Remind roster members of an upcoming shift by sending an email notification. You specify the number of days before their shift starts for the email. - Configure the lead time for email reminders
On-Call Scheduling includes a scheduled job that checks if any shift members should be notified about upcoming On-Call commitments. Modify the lead time for the reminder to be sent. - Manage requests for time off
As a shift manager, you can review and approve time-off requests from shift members. You also specify the roster member who can cover for the time. - Resolve gaps, conflicts, and time-off requests in a shift
Review and resolve gaps and conflicts. Find a replacement on-call member for time-off requests to ensure proper support coverage. - Managing roster members
You can manage roster members by adding and removing users to or from the roster as needed. You can also modify the order number for a member without affecting the past shift schedule.
Parent Topic:Managing schedules and shifts
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