You can add/remove people from a schedule by clicking on the plus symbol on a day or on an escalation list. The method of adding/removing people will be different depending on which way your schedule is set up.
Forever & Ever and Rotating Schedules
Click the list button in the upper right hand corner to edit your list(s). Here you can add (+), delete (X), and drag and drop users. Changes here will change the people on-call from the day of the change going forward.
On the calendar there are + signs under each schedule time. Click the + sign, and you can either select an escalation list (if you have created them) or an individual person. You can add as many people under each time slot as needed.
- The escalation calls will happen in the order people appear on the schedule, so the top person will get the first call. You can drag and drop the order of people on the calendar if you need to rearrange.
Here’s an example of the first week filled out:
- You can use the copy right and copy down arrows to help fill out your schedule faster. If your schedule is the same week to week, you can fill out one week and then copy down the schedule to fill it out. If your schedule is the same (or similar) day to day, then you can use the copy right arrow to copy the people from one day to the next. If the schedule times are not exactly the same for the entire day, it will only copy people where the times match.
- If you have a Live Escalation schedule, you will need to consider how many people to add to the schedule based on your on hold time. Each person on the Live Escalation schedule will be called for 30 seconds. Example: if you set a max hold time of 2 minutes and only put one person on the Live Escalation schedule, that person could potentially be called 4 times if they never answer the call. So you’d maybe want to either add more people to the Live Escalation schedule, or consider reducing the on hold time if there is only one person to answer the call.
- If you do not add people to your schedule, you will get an error and the people last on call will remain on call until people are added/found. Your calendar will present an error letting you know that no people are found.