# On-Call Scheduling

IT-Conductor’s On-Call Scheduling feature provides flexible shift and rotation configurations to meet organizational needs. Users can define multiple shifts per organization and set up "rotations" for on-call rosters specific to different time zones. The monthly and weekday schedules ensure accuracy in scheduling. Moreover, it integrates seamlessly with time-off schedules, incorporating time-off requests and other calendar events into on-call shift assignments.

Furthermore, it is fully integrated into IT-Conductor's notification architecture, enhancing communication efficiency. Shifts can be utilized as notification targets within subscriptions and as recipients for various functionalities, including activity log delivery and reports, facilitating comprehensive monitoring and reporting within the IT infrastructure.

### Configure On-Call Scheduling in IT-Conductor <a href="#configure-on-call-scheduling-in-it-conductor" id="configure-on-call-scheduling-in-it-conductor"></a>

To configure on-call scheduling in IT-Conductor, follow the instructions below.

#### Create New Shift <a href="#create-new-shift" id="create-new-shift"></a>

1. Visit [service.itconductor.com](https://service.itconductor.com/) and enter your login credentials.
2. Navigate to **Management→ Notification → On-Call Scheduling.**
3. Click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) to create a new shift.&#x20;

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FOhLuyUQmi6QD1lcPd0dy%2F02%20create%20new%20shift.png?alt=media&#x26;token=9f1a6c22-69aa-457b-bf0e-a878f9e52fb9" alt=""><figcaption><p>Figure 1: On-Call Scheduling Actions Panel Page</p></figcaption></figure>

4. Fill out all the necessary information in the **Create Shift Management** wizard. Once completed, click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) to save.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FSlPM5jbAUjIUiEA9kg86%2F03%20create%20shift%20management.png?alt=media&#x26;token=4f0c2454-aa9c-408b-b643-521cf3ff5fbe" alt=""><figcaption><p>Figure 2: Create Shift Management Wizard</p></figcaption></figure>

* **Name** - refers to the name of the shift being created.
* **Description** - refers to a brief explanation of the shift.
* **Reminder** - mark this box to receive email notifications about the shifts. If you don’t wish to be notified, leave this unchecked.

5. Verify if the newly created shift was added to the **On-Call Scheduling** actions panel.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FPngMNDw6HKvhEpLzaJvr%2F04%20Newly%20Added%20Shift.png?alt=media&#x26;token=6c5a3675-130f-4885-a2be-f9d97ad5d206" alt=""><figcaption><p>Figure 3: Newly Added Shift in On-Call Scheduling Actions Panel Page</p></figcaption></figure>

#### Create Shift Rotation <a href="#create-shift-rotation" id="create-shift-rotation"></a>

Shift Rotation typically represents a time zone-specific roster. The time schedules are defined on this level.

1. Click the recently created shift, and click <img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2F8a3d4g1NvgIABiULTlMM%2Fshift-rotation-icon.gif?alt=media&#x26;token=5f2e18ff-7298-4670-abf7-d7192dea5def" alt="image-20240412-165408.png" data-size="line"> **Shift Rotations.**

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FMf4c4EQWuUGKUkW348IA%2F03%20create%20shift%20rotations.png?alt=media&#x26;token=e74920ed-6607-46f4-bca5-ddb24cf7d246" alt=""><figcaption><p>Figure 4: Create a Shift Rotation</p></figcaption></figure>

2. Click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) to create a new shift rotation.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FXqHRGpScoyxjU6ZHaFgv%2F05%20existing%20shift%20rotations.png?alt=media&#x26;token=aa68a998-1524-4706-8614-7347367b5afe" alt=""><figcaption><p>Figure 5: Existing Shift Rotations within a Shift</p></figcaption></figure>

3. Fill out all the necessary information in the **Create Shift Rotation** wizard. Once completed, click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) to save.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2F6rk8d6N4BBHshxpiEoKp%2F6a%20create%20shift%20rotations.png?alt=media&#x26;token=8b401689-8273-433b-b845-2397c79ea01b" alt=""><figcaption><p>Figure 6a: Create Shift Rotation Wizard (Main Fields)</p></figcaption></figure>

* **Name** - refers to a descriptive name for the new rotation system.
* **Description** - refers to a brief explanation of the rotation system.
* **Frequency** - refers to the frequency of the rotation. This can be hourly, daily, weekly, monthly, quarterly, or yearly.
* **Priority** - refers to the shift's assigned priority level, ranging from 0 (the highest priority) to lower priorities (1, 2, 3, etc). When resolving time overlaps, higher-priority rotations take precedence, ensuring that members assigned to these rotations always occupy the full-time slot. Members assigned to lower-priority rotations may have their time slots shortened to accommodate higher-priority rotations.
* **Start Date** - refers to the period for which you will use this shift rotation.

4. Click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) in the **Time Restrictions** section to fill in the time restrictions. Then click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) in the **Add Row** pop-up window to add a row to the time restrictions table.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fzj1HEkl9dYA9bCO0T7mw%2F04%20time%20restrictions.png?alt=media&#x26;token=7f6a971b-1300-4adc-8d11-4c3a593fa686" alt=""><figcaption><p>Figure 6b: Create Shift Rotation Wizard (Time Restrictions)</p></figcaption></figure>

* **From Day** - refers to the day that the shift begins.
* **From Time** - refers to the time that the shift begins.
* **To Day** - refers to the time that the shift ends. You may leave this blank if the shift ends on the same day.
* **To Time** - refers to the time that the shift ends.

{% hint style="info" %}
**Note:**

* Time restrictions are established to configure rotation time slots. For instance, time slots for each weekday are defined in a daily rotation. These slots may contain gaps, which can be filled by other rotations, ensuring continuous coverage throughout the schedule.
* All times are interpreted in the shift’s time zone to reduce mental complexity.
  {% endhint %}

6. Once completed, click ![](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2Fgit-blob-7f816831472c5030e6dfbcb513035d87da645a67%2Fadd.png?alt=media) or the **Create New Shift Rotation** icon to save.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2F5SR5yGm8AgcZFnRlsPMj%2F05%20create%20new%20shift%20rotation.png?alt=media&#x26;token=e221c1f4-f2dd-4f7c-bbf4-a0aac8168d74" alt=""><figcaption><p>Figure 6c: Create Shift Rotation Wizard (Saving)</p></figcaption></figure>

7. Verify if the newly created rotation shows up on your shift schedule. You may create more rotations depending on your team's schedules and time zones.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FW9VTMcG13fAN7t1Xq5e1%2F07%20shift%20rotation%20calendar.png?alt=media&#x26;token=a6dd5ea6-d54c-4c5e-8fc5-857ee5d8ee51" alt=""><figcaption><p>Figure 7: Shifts Rotation Calendar</p></figcaption></figure>

#### Add Members to Shift Rotation <a href="#add-members-to-shift-rotation" id="add-members-to-shift-rotation"></a>

1. Select the shift rotation, then click ![image-20240412-183501.png](https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FYxa8aPYJSZGGHJRBUzLv%2Fedit-participants.gif?alt=media\&token=395405a3-a659-498c-ae79-07a49fbf8186) **Edit Participants**.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2F26qAYAd4JNPfuQ6tsEvQ%2F06%20edit%20members.png?alt=media&#x26;token=89e217b5-2200-458e-bc6b-d96d2f83d64c" alt=""><figcaption><p>Figure 8: Manage Rotation Participants</p></figcaption></figure>

2. Select the members of your organization that you’d like to add to this shift rotation.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FzzLG5HQzKxynT7JECnCJ%2F07%20edit%20shift%20members.png?alt=media&#x26;token=585962fd-d2e9-44bd-9fea-f0c788f23b93" alt=""><figcaption><p>Figure 9: Edit Shift Members</p></figcaption></figure>

3. Click the **Save** button to continue.

By creating a Shift and adding members, you’re creating a subscriber group that you can use when selecting targets for creating subscriptions.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FFsUFjbKx9nn8g5d2G6mm%2F10%20subscribers%20groups.png?alt=media&#x26;token=b8a58373-2e1d-49bc-8850-4cc8eea116a9" alt=""><figcaption><p>Figure 10: Using Shifts as Subscriber Groups</p></figcaption></figure>

Please refer to our [Notification Subscription documentation](https://docs.itconductor.com/user-guide/notifications/creating-notification-subscriptions) for more information.

#### View Shift Calendar <a href="#view-shift-calendar" id="view-shift-calendar"></a>

Once you’re done creating all the necessary shift rotations and adding team members, you may navigate back to the shifts screen and select one to see the calendar.

The shift rotations are located on the left side, and they’re organized based on their priority. You can use this calendar to see how the shift rotations work with each other. You may also navigate back and forth in time by using the arrows.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FozWoN6vdQAQJsNP4mbj2%2F08%20shift%20calendar.png?alt=media&#x26;token=67012671-9f76-404f-8fa8-3e657bf188f4" alt=""><figcaption><p>Figure 11: Weekly Shift Rotation’s Calendar</p></figcaption></figure>

To access individual on-call assignments, click on any colored blocks. Then click **Modify.**

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2F0QlZQA11JfignTJgakTM%2F09%20shift%20calendar.png?alt=media&#x26;token=fb73097f-f268-4a30-8049-a8edeb9ce147" alt=""><figcaption><p>Figure 12: View Individual Events in the Rotation</p></figcaption></figure>

Edit the start or end time for that specific event as shown in Figure 12 or mark the **Notify** check box to notify the user before their shift.

<figure><img src="https://377464071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXhp08OmU8050PePmMgDt%2Fuploads%2FsY7dfeUiZOIncx4FPOB0%2F12%20modify%20individual%20events.png?alt=media&#x26;token=c3f3bcec-6a4c-4238-a1e7-6c6bd474d787" alt=""><figcaption><p>Figure 13: Modify Individual Events</p></figcaption></figure>

### Related Information

* [Calendar Events](https://docs.itconductor.com/user-guide/notifications/calendar-events)

### Video

{% embed url="<https://youtu.be/VSORIvDqZMc?si=fDqKs2vWAIcBBUNA>" %}
