Integrate an existing schedule
Connect an existing on-call product schedule to On-Call Optimizer
Ensure you have completed the organization set-up and established a connection
with an on-call product before startig this guide.
Overview
For teams new to On-Call Optimizer, the following four steps provide a recommended path to integrating your existing schedule:
- Set-up the link between your existing schedule and an On-Call Optimizer schedule. As part of this step you will configure a future date for On-Call Optimizer to start assigning shifts from and generate invitations to members to join On-Call Optimizer.
- Each member has time to accept the invitation, link their calendar to On-Call Optimizer and add availability information.
- Once all members are set-up, the first assignment for the schedule can occur. You will have the opportunity manually review and confirm everything is working as expected.
- Finally, when the team is comfortable with how the schedule is operating, configure On-Call Optimizer to automatically confirm and export assignments on a rolling basis.
Teams already experienced with On-Call Optimizer, can skip or shorten the time spent on
steps 2 and 3 while still following the same overall process to link additional schedules.
What you need
To successfully complete this guide, you will need:
- An existing on-call schedule in a connected on-call product.
- Schedule Admin: 5-10 minutes to complete the initial setup and invitation process in step 1, and additional time to review and confirm the assignment in step 3.
- Each team member: 5-10 minutes to link their calendar and set-up availability information during step 2.
Changes to your existing schedule
You will have full control over when and how each action On-Call Optimizer takes occurs. Your existing schedule will not change in any way until you explicitly initiate the export of the first assignment in step 3.
Notifications generated
- You can choose to send new members an invitation to join On-Call Optimizer during step 1.
- You (and any other schedule admins) will receive a notification when the first assignment is ready for review.
- When you confirm the first assignment in step 3, each member assigned new shifts will receive a notification detailing their shifts.
Ready to begin?
To get started, select Step 1: Set-up schedule below.
If anything is unclear, or your would like some assistance feel free to reach out to help@oncall-optimizer.com.
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