- There must be members in the group for which you are adding schedules to.
- A group can have no schedules – in which case the basic user member role sequence is used for escalations, or one or more schedules.
- You can create schedule overrides, in which case the shortest schedule will be in effect.
Add a Schedule
- Click on Groups & Schedules in the menu-bar.
- Select the desired group.
- Click Add Schedule.
- Complete the required fields.
- Click Save.
Schedule Name: Each Schedule should have a unique name within the Group.
Account Time Zone: This reflects your time zone. All schedules will be based on your account time zone.
Status: You can enable or disable a schedule either on this page or in the Schedule Tab list.
Start Time and End Time: Use the Start Time and End Time to set the Weekdays and hours when creating shifts.
The first example shows a Monday to Friday shift from 8 am to 5 pm.
The second example shows an overnight shift, Monday Friday with each shift beginning at 5 pm and ending at 1 am the following morning. Note that the days run from Monday to Saturday.
The third example shows how to create a continuous shift, beginning at 5 pm Friday and ending at 7:59 am the following Monday.
Setting the Schedule Period
You can set a schedule to be in effect perpetually or for a set time period.
The first example shows a schedule with a set time period.
The second example shows an open-ended or perpetual schedule.
Adding Users to a Schedule
For rotating schedules, you must add the users to the schedule.
For fixed schedules, you can add users to the schedule by unchecking the All Group Users option. For Fixed schedules, when you select All Group Users you are setting the schedule to be in effect for every Group Members.
When you add users to a schedule, you are also setting the automatic escalation order for the Group.
The first example shows a schedule with three members but only one Primary member. By default, when add a user to a schedule the first user will be a Primary member. All subsequent users will be added as blank, meaning they will become Primary members when their turn comes up in the rotation.
The second example shows a schedule with one Primary member and one Secondary member. You can set up as many primary and secondary members as you want in a schedule.
The third example shows a schedule with two Primary members and one Secondary member. You can set up as many primary and secondary members as you want in a schedule. When you create a schedule with multiple members on-call, you are also setting the automatic escalation order for the schedule.
A fixed schedule contains the same fixed team members over a defined schedule period.
For rotating schedules, you can set the rotation frequency, as well as the day and hour at which the rotation occurs.
You can even set how many users in the rotation should switch with each rotation. You might specify the number of users to rotate when you have two or more members on the rotation, and you like to keep the same two people paired together with each rotation.