Managing Schedules

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This article describes the steps on how to edit and delete existing schedules, create and delete overrides, and place restrictions on schedules.

Editing a Schedule

Resolution Intelligence Cloud provides the ability to edit a schedule that was created previously as users join and leave your on-call rotations. 

To edit a Schedule,

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the Schedules page, search for your desired schedule and click Picture1.png on the top of the schedule.

4. Click Edit Schedule from the drop-down.

5. In the Edit Schedule page, you can add or delete users until you get the desired users represented in the rotation. Users will move through the rotation in top-to-bottom order. You can drag and drop users to adjust the rotation order.

6. Modify the Rotation type and Hand-off Time if required for each user.

7. Click Update Schedule in the bottom left of the screen.

Enabling Overrides

Overrides are used to make manual one-time adjustments to on-call schedules. Overrides are most commonly used when a user is sick, goes on vacation, or would like to swap on-call shifts with someone else.

There are two places to schedule overrides on existing schedules:

Override a Specific Schedule Shift

Scheduling an override by selecting a specific shift pre-populates much of the relevant information.

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the Schedules page, click directly on the shift that you would like to override and select Schedule an Override.

4. Add the desired user in place of an existing user in the Select a User field.

5. If needed, you can tab forward by days, weeks, and months to locate the shift you would like to override.

6. Click Schedule an Override.

Override Any Span of Time on a Schedule

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the All Schedules page, click Picture1.pngicon to the right of the desired schedule and select Schedule an Override from the drop-down.

4. Add the desired user in place of an existing user in the Select a User field.

5. If needed, you can tab forward by days, weeks, and months to locate the shift you would like to override.

6. Click Schedule an Override.

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Deleting an Override

You can delete an upcoming override if it is no longer needed. If an override is deleted during the middle of the scheduled shift, the regular schedule will resume as soon as the override is deleted. You cannot delete past overrides, only present or future ones.

To delete an override,

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the All Schedules screen, search for a Schedule where you have added an override.

4. Click Picture1.pngto the right of the Schedule.
A pop-up opens on the screen.

5. Click Yes.
Your override will be removed from the schedule.

mceclip3.png

Deleting a Schedule

To delete a Schedule,

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the All Schedules page, click Picture1.png icon to the right of the Schedule.

4. Click Delete Schedule from the drop-down.
A pop-up appears on the screen.

5. Click Yes.

mceclip2.png

Schedule Restrictions

By default, Resolution Intelligence Cloud distributes on-call shifts over a 24-hour period. You may wish, however, to limit the times and days that the users are on call.  The Resolution Intelligence Cloud offers two methods to do this, depending on how much fine-tuning you need:

  • Restrict on-call duty to specific times of the day: This option will create uniform shifts for every day of the week. Please note that this option does not allow you to modify individual days. (E.g., if you select a shift from 17:00 - 09:00, every day of the week will have that shift by default, you will not be able to set Monday to have a different shift from Tuesday.)
  • Restrict on-call duty to specific times of the week: This option allows you to set different shifts for every day of the week. (E.g., you can set Monday to have a shift from 17:00 - 09:00 and Tuesday to have a shift from 13:00-20:00, etc.)

Restrict On-Call Duty to Specific Times of the Day

This option lets you restrict a schedule so that users are on call every day, but only for specific hours.

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the All Schedules page, select a schedule, clickPicture1.png and then, click Edit Schedule.

4. In the Edit page, select the Rotation type from the drop-down menu.

5. Set the Handoff time to the beginning of the shift.

6. Click on the Restrict on-call shifts to specific times checkbox.'

7. In the modal window, select Restrict on-call duty to specific times of the day and enter values for from and to.

8. Click Apply and then click Update Schedule.

Example:
If you wanted users on this schedule to only be on call from 09:00 to 18:00 during business hours, you would select the following:

mceclip4.png

Restrict On-Call Duty to Specific Times of the Week

If you’d like more fine-grained control, you can create individual restrictions for each day of the week.

  1. Do one of the following to access configurations:
    • Click the Configurations icon gear.png at the top of the navigation bar.
    • Click the hamburger menu hamburger.png on the left and select CONFIGURATIONS.

2. From the left menu, under On-call Management, click Schedules.

3. From the All Schedules page, select a schedule, clickPicture1.png and then, click Edit Schedule.

4. In the Edit page, select the Rotation type from the drop-down menu.

5. Set the Handoff time to the beginning of the shift.

6. Click on the Restrict on-call shifts to specific times checkbox.

7. In the modal window, select Restrict on-call duty to specific times of the week.

8. Use the dropdowns and text fields to specify the days and times users should be on call.

9. Click Apply and then click Update Schedule.

Example:

If you wanted after-hours coverage from 17:00 to 09:00 on weekdays and continuous coverage over the weekend (only Saturday), you would input the following:

mceclip5.png

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