Managing schedules and shifts

You can configure and manage an On-call schedule and shift. Add or remove members to a shift and override their contact preferences.

you can configure roster, shift and on-call schedule details. Add or remove members to a shift and override their contact preferences.

As a rota_manager or rota_admin you can perform most of these tasks for the members of your group.

• Configure or update an On-Call shift
• Configure or update an On-Call schedule
• Managing roster members
• Manage requests for time off
• Override contact preferences for a shift
• Configure preferences for a user group

• Delegate the shift manager [rota_admin] role

• Enable users to subscribe to the On-Call calendar
  Configure an On-Call calendar subscription URL and send it to the members of a shift. The URL is an iCal link that enables users to subscribe to their on-call calendar from their preferred calendar client.

• Configure preferences for a user group
  Specify the On-Call preferences for a user group.
• Configure On-Call communication channel
  Configure notification messages sent from a communication channel for on-call escalations. You can customize the notification content, the response keywords, table and the domain they apply, for a specific channel available in the base system such as Email and Microsoft Teams or a custom channel that is created.
• Override contact preferences for a shift
  Override all shift members' contact preferences to enforce a communication channel, for example, in case of an emergency.
• 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.
• Configure or update an On-Call schedule
  Create an On-Call schedule or edit an existing schedule by defining shifts and rosters.
• Set a shift to Draft mode while waiting for info
  If you do not have all the information that you need to define a shift, you can set the shift to Draft mode. Later, when all the information is available, you can publish the shift so you can add it to a schedule.
• Delegate the shift manager [rota_admin] role
  As a shift manager, you can delegate your role to a member of shift.

Parent Topic:On-Call Scheduling