Schedules
Learn how to get started with on-call schedules.
Schedules are used to determine which user or team will be on-call and in what order.
Required User Permissions
Users 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:
- Navigate to On-Call --> Schedules and click + New Schedule.
- Enter a Schedule Name (required) and a Description (optional).
Step 1: Name Rotation
- Under Rotations, enter a Name for the Rotation (required).
Required User Permissions
Users with the following on-call roles can create, edit, and delete on-call schedules:
- Admin
- User
Note: Those who do not have an on-call seat cannot be added to a schedule.
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.
Step 3: Create a Rotation Rule
- Under Rotation Roles, select the Rotation Cycle type: Weekly, Biweekly, Monthly, or Custom. The type indicates the frequency the user from Step 2 shifts repeats.
- For custom rotations, enter the Shift Length (required) and then select the Shift Length Unit (required).
- 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.
- Navigate to On-Call --> Schedules
- Select a schedule to edit by clicking '...' and selecting Edit.
- Enter a Schedule Name (required) and a Description (optional).
- Navigate to On-Call --> Schedules
- Select a schedule to edit by clicking '...' and selecting Delete.
- Confirm your selection in the dialog window.
Warning!
- Deleting a schedule is permanent and cannot be restored.
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 (# 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.
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.
- View a timezone, select an option in the Timezone dropdown
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.
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.
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
To manage your schedules, you can create a Schedule Group.
- Navigate to On-Call --> Schedules and click + New Schedule Group.
- Enter a Name (required) and select an Icon (required).
- To move any existing schedules, click '...', select Move to the group, and select from a list of existing schedule groups.
