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Create a Schedule

Schedules are used to determine which user or team will be on-call and in what order.
Required User PermissionsUsers with the following on-call roles can create, edit, and delete on-call schedules:Admin User
To create a new schedule in the web app:
  1. Navigate to On-Call —> Schedules and click + New Schedule.
  2. Enter a Schedule Name (required) and a Description (optional).

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Step 1: Name Rotation

  • Under Rotations, enter a Name for the Rotation (required).
Required User PermissionsUsers with the following on-call roles can create, edit, and delete on-call schedules:Admin UserNote: Those who do not have an on-call seat cannot be added to a schedule.

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Step 2: Add Members

  • Select Users or Teams by searching or using the provided ‘Users’ and ‘Teams’ filters.
  • Users will rotate through their on-call cycles based on their order from top to bottom. To adjust their on-call order, you can drag and drop users.

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Step 3: Create a Rotation Rule

  • Under Rotation Rules, select the Rotation Cycle type: Weekly, Biweekly, Monthly, or Custom. The type indicates the frequency with which the user from Step 2 shifts repeats.
    • For custom rotations, enter the Shift Length (required) and then select the Shift Length Unit (required). Custom shift lengths can rotate on an hourly cadence, daily, or weekly.
  • Set Timezone
  • Select if the ‘Active time of each day’ is ‘All day’
  • Select if the ‘Active days of each week’ is ‘All week’
  • Select Handoff Time (required) and Handoff Day (required)
    • For custom rotations, select the Handoff Time (required)
  • To add additional Rotations, click + Add Rotation
    • To adjust the Rotation order, you can drag and drop Rotations.
Important: Next, you will need to connect the schedule to a service or team through an escalation policy. For schedules that are not added to an escalation policy, users on the schedule will not be notified of any alerts.
  1. Create your escalation policy
  2. Connect your schedule to a service or team through an escalation policy

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Edit a Schedule

  1. Navigate to On-Call —> Schedules
  2. Select a schedule to edit by clicking ’…’ and selecting Edit.
  3. Enter a Schedule Name (required) and a Description (optional).

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Delete a Schedule

  1. Navigate to On-Call —> Schedules
  2. Select a schedule to edit by clicking ’…’ and selecting Delete.
  3. Confirm your selection in the dialog window.
Warning!Deleting a schedule is permanent and cannot be restored. Please see our ‘Pause a Schedule’ instructions to pause or deactivate a schedule.

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Schedule List

The on-call schedules page provides an overview of every schedule where users can see at a glance who is currently on call, what escalation policy the schedule uses, and upcoming shifts. Users can filter all schedules (by user, team, and upcoming overrides), sort by (number of users, created date, and last updated date), and they can easily search schedules. The on-call schedules page can be found in the web app under On-Call —> Schedules.

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Capabilities

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Date

To filter schedules by date, you have the following options:
  • Click Today to see all schedules that are set for today
  • Click the timeframe dropdown to see the schedule:
    • Day
    • Week
    • Month
  • Use the < and > buttons to move back and forth on the time period set above. For example, if you have selected a Week as your timeframe, you will be able to move back and forth by one week.
  • To view a timezone, select an option in the Timezone dropdown

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User

To find a user, click on the Member dropdown. You can search or filter to find users. To remove a user, click the ’…’ and select Delete.

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Teams

To find a team, click on the Member dropdown. You can search or filter to find teams. To remove a team, click the ’…’ and select Delete. To search for a schedule, enter the schedule’s name in the Search field and hit enter.

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Schedule Details

Schedule Card Details: Schedule: view the Name of the of the schedule Status: View which schedules are Live On-call: View the User or Team that is on-call Escalation Policies: View if there is an Escalation Policy as well as which one Shift Details: On-call: View the User or Team that is on-call Shift date and time: View the Start and End date and time of a shift Override: Ability to Create Override for a specific shift

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Create a Schedule Group

To manage your schedules, you can create a Schedule Group.
  1. Navigate to On-Call —> Schedules and click + New Schedule Group.
  2. Enter a Name (required) and select an Icon (required).
  3. To move any existing schedules, click ’…’, select Move to the group, and select from a list of existing schedule groups.

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Auditing changes made to a Schedule

You can review all changes made to a schedule, including when it was created, in each schedule’s audit log. This gives you confidence when collaborating on schedules with multiple stakeholders because you can verify when changes were made and at what point in time. To access your schedule’s audit log, begin editing the schedule, then select View Version History in the top right corner.