Manage shifts from the Timeline view

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
  • Use the Timeline view of an On-Call schedule to update or manage shifts based on the geographical location of roster members.

    Before you begin

    Role required: rota_admin, itil, rota_manager, or admin

    About this task

    Procedure

    1. Navigate to All > On-Call Scheduling > On-Call Calendars.
    2. Click the Timeline view icon (Timeline view con).
      Important:
      The Calendar view on this page displays all shifts for a user group for a specified time interval. To open the Calendar view, click the Calendar View icon (Calendar View icon). See Manage shifts from the Calendar view.
    3. Perform any of the following operations to organize the view for your needs:
      • Specify the time period that appears: View events for the current day, week, or month: In the title bar, click Day, Week, or Month.
        Note:
        You cannot view the calendar for a month in the Timeline view.
      • Navigate to the previous or the next occurrence of the time period: In the title bar, click the left or the right arrow next to Today (Next and previous date icon).
      • View the event of any specific day, week, or month: In the title bar, click the Calendar icon (Calendar icon) and specify the date.
      • View the list of navigation shortcuts: In the title bar, click the keyboard shortcuts icon keyboard icon.
    4. Configure the view: Click the Filter icon (Filter icon).
      • To show working hours for a time zone, enable Time zone.
      • To view roster assignments within a time zone, click the Primary, Secondary, or Tertiary check box as needed.
      • To show gaps: In the Review options section, enable Show gaps. An info icon indicates a shift with gaps. Click the icon to view the gaps. Gaps occur when no one is on-call when support coverage is required. Possible reasons:
        • Time off without coverage.
        • User has been moved out of the group.
        • User is marked as inactive.

        For information on resolving gaps and conflicts, see Resolve gaps, conflicts, and time-off requests in a shift.

      • >To show conflicts: In the Review options > Show conflicts.

        For example, a conflict occurs when a user is assigned as both primary and secondary point of contact for a shift. An info icon indicates a shift with conflicts. Click the icon to view the conflicts.

        For information on resolving gaps and conflicts, see Resolve gaps, conflicts, and time-off requests in a shift.

    5. To save the view settings, click the Bookmark this filter icon (Bookmark this filter icon).