Configure a roster

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Edit a roster to specify its reminder and escalation settings and to identify a subset of group members to participate in the On-Call roster.

    Before you begin

    Role required: rota_admin or admin

    Procedure

    1. Navigate to All > On-Call Scheduling > On-Call Calendars.
    2. Right-click a shift and select Edit Shift from the Actions list.
    3. In the Rosters related list, select a roster and then fill the form.
      Table 1. Roster form fields
      Field Description
      Name Name of the roster.
      Shift Shift associated with the current roster.
      Active If selected, the roster is active for on-call operations.
      Order Order of the roster.
      Rotation interval Type of the rotation interval.
      Day of week for rotation Weekday on which the roster rotation should start. When this field is specified, roster rotation happens based on the specified frequency and the weekday.
      Note:
      This field is displayed only if the Rotation interval field is set to Weekly.
      Rotate every Frequency of the rotation interval.
      Rotation start date Start date of the rotation.
      Rotation start time Start time of the rotation.
      All day rotation If selected, roster rotation happens throughout the day.

      To specify a particular time of day for roster rotation, for example 08:00 instead of midnight, deselect the check box and specify the time.
      Escalation Settings
      # reminders Number of times that reminders are sent to a user who does not reply within the time frame defined in Time between reminders.
      Time between reminders Time between each reminder.
      Time before escalation Values in theNumber of reminders and Time between reminders fields determine the value in the Time before escalation field.

      For example, if Number of reminders is 2 and Time between reminders is 10 minutes, then the Time before escalation is 30 minutes. That is, the time that passes between the first notification of a non-responsive roster member and the first notification of the next member in the escalation path.
      Reminder Communication
      Send on-call reminders If selected, a reminder is sent to the email address specified in the user record, unless it is specified somewhere else in the notification preferences. Notification preferences take precedence over the user record.
      Reminder lead time (days) Lead time for email reminders.
      Note:
      This field is displayed only when the Send On-Call Reminders check box is selected.
    4. Click Update.
      Note:
      • Initially, roster members are automatically populated from the user group.
      • All members of a roster must be members of the same user group.