Create and edit shift in Service Operations Workspace

Shift manager can create a new shift using the Schedule menu or Teams menu in Service Operations Workspace

About this task

There are two ways to create and edit a shift:

• Navigate to Workspaces > Service Operation Workspace and select . Select a team to view details and click schedules tab.
• Navigate to Workspaces > Service Operation Workspace and select .

Get an overview of how to create and edit a shift in this video.

Before you begin

Role required: rota_manager, rota_admin

Procedure

1. On Schedules page, select Create shift and provide values for the following fields on the Create new shift form:
   If you select Create New, provide the following details and select Create shift:

   Table 1. Create Shift

   Field	Description
   Shift name	Name for the shift.
   All day shift	Toggle for all day commitment.
   Shift starts	Date and time the shift begins.
   Shift ends	Date and time the shift ends.
   Repeats	Shift repetition. Choices are: Never Daily Weekly
   Every	How often to repeat. Display depends on the time frame chosen.
   More options
   Timezone	User timezone.
   Holiday schedule	Schedule to use for the holiday.
   Repeats until	Date and time to end repetition.

   For Use shift template, fill in the fields, as appropriate.

   Table 2. Create shift using shift template

   Field	Description
   Shift name	Name for the shift.
   Template/Schedule	Existing templates for shifts. Choices are: 24 x 7 Off hours (workday 8:00 - 5:00) Off hours (workday 9:00 - 5:00) Workday 8:00 - 5:00 Workday 9:00 - 5:00

   You have successfully created a new shift.
2. To edit a shift, right-click the shift card and select the icon
   Shift details open up in the side panel.
3. From the shift details in the side panel, you can update the following shift details:

   Table 3. Edit shift

   Field	Description
   Details tab	Update the shift details: All day shift Shift starts Shift ends Repeats Timezone Holiday schedule Repeats until
   Members tab	Update the shift details: Type of rotation interval. Possible options are: Daily Weekly Monthly Note: This option is available only for the 2024 schedule engine. For information about this schedule engine, see On-Call Scheduling new schedule engine. Rotation frequency for weekly interval Rotation frequency for monthly interval. Also, specify if the roster rotation should start on the last day of the month or any specific day of the month. Day of the week or month for rotation Add rotation Add/delete/rename responder level
   Escalation policies tab	View escalation policy and click Open Team Record go to the team record.

4. After updating the shift details, click Save & publish to save the changes.
5. Select the icon to change shift to draft mode, delete, or deactivate/activate the selected shift.
6. Select Back to all shifts to view all the shifts for a selected team.
   You can also select to change shift color.