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.

Before you begin

Role required: rota_manager

About this task

Possible reasons for gaps are:

• Time off without coverage
• User has been moved out of the group
• User is marked as inactive

A conflict is possible if a user is assigned as both the primary and secondary point of contact for a shift.

Procedure

1. Navigate to All > On-Call Scheduling > On-Call Schedules.
2. Click a shift card.
   Note:

   If you are a shift manager or roster member, the schedule view opens. In all other cases, you are redirected to the calendar view. For more information on on-call scheduling calendars, see Manage shifts from the Calendar view.
   • The On-Call Schedules page open. For more information, see Updating an On-Call schedule
   • The pending actions for the current shift appear in the Pending Actions section.

   .
3. To resolve gaps or conflicts, perform the following steps.
   1. Click Review in the Pending Actions section.
      The calendar view appears, and gaps or conflicts are highlighted.
   2. Click the Information icon () to view gaps.
   3. Right-click the shift and select Edit shift from the Actions list.
   4. Scroll down to the Rosters list and select the roster where the user is unavailable.
   5. In the Members related list, add a To value for the unavailable user.
   6. Add a new member with a From value to close the gap.
4. To resolve a time-off request, perform the following steps.
   1. Click Review in the Pending Actions section.
      The calendar view appears, and time-off requests are highlighted.
   2. Right-click the shift and select Manage shift from the Actions list.
      The Manage Shift dialog box appears.
   3. Approve the time-off requests.