On-Call Schedule Customisation?

[prem6]

I am curious to know couple of things as part of On-Call Schedule and planning to customise the application as per our need,

1. I would like to increase number value from 9 to 40 on (Escalations and notifications setup stage) as part of field How many duty rotations are there in your On-Call schedule?. I am able to increase that also Rota is getting created as per the selection but the terminology we have used as part of showing the Rota details on the form is sequence continues with quaternary, quinary, senary, septenary, octonary, nonary, and denary, although most of these terms are rarely used. But where we are setting these data? (for your reference: We need to increase the value from 9 to 40 in number). 2. Need to have a provision in Create New Schedule form to set time slots for each team members listed as part of field which members would you like to be in your schedule?. How can we set up custom time slot for each members. 3. Addition option is required which will set 1 member per Roster. Currently it is including all the selected members in each Roster. 4. Need an additional option to set Repeats value as Weekly as constant and Repeats every should pick value from How often does 1 shift repeats ? Field. Note: Repeats and Repeats every field is linked with number of rotation and members would you like to be in your schedule. Due to this Repeats and Repeats every is picking a formula, Number of rotation X Number of members in the list = Days (Repeats & Repeats Every). I appreciate if anyone suggest some work around as how to proceed with this and what all possibility we have.

Best regards,
Prem Jha

[Michael Ritchie]

Your requirements are quite involved.   Tagging the On-Call Scheduling Product Manager Gaurav Gohil (gauravgohil) for input.

[prem6]

Hi Michal,

Thank you for your attention on the Post.   I would like to highlight above details in points:

1. 1.       I would like to increase number value from 9 to 40 on (Escalations and notifications setup stage) as part of field How many duty rotations are there in your On-Call schedule?. I am able to increase that also Rota is getting created as per the selection but the terminology we have used as part of showing the Rota details on the form is sequence continues with quaternary, quinary, senary, septenary, octonary, nonary, and denary, although most of these terms are rarely used. But where we are setting these data? (for your reference: We need to increase the value from 9 to 40 in number).

1. 2.       Need to have a provision in Create New Schedule form to set time slots for each team members listed as part of field which members would you like to be in your schedule?. How can we set up custom time slot for each member.

1. 3.       Addition option is required which will set 1 member per Roster. Currently it is including all the selected members in each Roster.

1. 4.       Need an additional option to set Repeats value as Weekly as constant and Repeats every should pick value from How often does 1 shift repeats ? Field. Note: Repeats and Repeats every field is linked with number of rotation and members would you like to be in your schedule. Due to this Repeats and Repeats every is picking a formula, Number of rotation X Number of members in the list = Days (Repeats & Repeats Every). I appreciate if anyone suggests some work around as how to proceed with this and what all possibility we have.

Best regards,

Prem Jha

[gauravgohil]

Hi Prem,

Could you please let us know on which release you are on?

Coming back to your requirements:

1. Kindly note that if you are creating rota through On-Call Schedule wizard, it will allow you to create 9 rosters. However If you need more than 9, you can always visit the form and add as many rosters you wish to add. (Form navigation: Go to My group schedule --> Click on what you have created as Rota --> At the bottom, click on new rosters and keep adding...

Also note that you can edit the names in the list view.

2 & 3. Currently we do not support however we will take this into our backlog for future releases.

4. Can you please elaborate further on this? As it will help us understand

Also thanks for the queries and highlighting them.

Regards

Gaurav

[prem6]

Hello Gaurav,

Thanks for your response, please find my comment below:

REQ#1: Completed: I have also added new value as part of Escalations and notifications setup stage. It is now creating Rota's as per the selection(I have attached screen shots.).   This is also working, suggested by you(Form navigation: Go to My group schedule --> Click on what you have created as Rota --> At the bottom, click on new rosters and keep adding.

REQ#2,3: In-Progress - We thought of having a provision to set time slot for each member listed as part of Escalations and notifications setup stage, I came up with the custom design which I am planning to built, please see the attached visio diagram. Your help much appreciated:)

REQ4: Completed: Addition option is required which will set 1 member per Roster. Currently it is including all the selected members in each Roster.

Add an member to the rota

Procedure

1. Navigate to On-Call Scheduling > My Group Schedules.

2. The appropriate list of rotas appears.

3. Click on the rota to which to add the new member.

4. The details of the selected rota appear.

5. Click on the roster from the list of rosters within the rota.

6. The details of the selected roster appear.

7. Click New in the Members section of the roster.

8. Fill in the fields on the form, as appropriate.

Remove employee from the rota

Modify rota member validity period From the on-call roster:
a. Navigate to On-Call Scheduling > My Group Schedules.
b. Select the rota from which to remove the member.
c. Select the roster from the list of rosters within the rota.
d. From the members list in the roster, select the rota member that you want to remove from the rota.
e. Click the information icon next to the selected name.
f. Enter the date from which you want the member to be removed in the To field.
g. Click Update to save the change and remove the member from the roster from the selected date.

Delete rota member record Caution: If you delete the member record, the deleted member rotation history is removed and the rotation history of other members are affected.

From the on-call roster:

a. Navigate to On-Call Scheduling > My Group Schedules.

b. Select the rota from which to remove the member.

c. Select the roster from the list of rosters within the rota.

d. Select the rota member that you want to remove from the rota.

e. Click Edit to open the edit the list of members on the roster.

f. Select the name of the member to be removed from the Members List slushbucket and move it to the Collection list.

g. Click Save to remove the member from the member list and return to the roster.

Best regards,

Prem Jha