Step 4: Enable automation
On-Call Optimizer is designed to work in the background, consistently and reliably keeping your on-call schedules up-to-date, flexible and fair without requiring any significant input or attention from you or other members of the schedule.
Lifecycle automation
The previous steps of this guide helped you manually confirm and export the first assignment generated by On-Call Optimizer for your schedule.
On-Call Optimizer will keep requiring manual confirmation and manual export of any updated shifts until you are ready to enable automatic operation.
Our Recommendation
- Enable automatic export for each destination as soon as you’ve completed the export of your first assignment (e.g. now!).
- Enable automatic confirmation of new assignments once you and your team are comfortable with On-Call Optimizer’s schedule lifecycle and are in the habit of keeping availability information up to date in your calendar.
It’s important to enable automatic destination export as soon as possible so that updated shifts resulting from swaps can be promptly synchronized to all connected destinations.
The cost of keeping manual confirmation enabled for longer is only in your own time to approve assignments.
Enable automatic destination export
Each configured destination can be individually enabled or disabled for automatic export.
To enable a destination, visit the Destinations tab for the schedule, and simply toggle the slider next to the Enabled? text to the right (on) for the appropriate destination.
Enable automatic confirmation of new assignments
To allow On-Call Optimizer to automatically confirm new assignments it creates for you click on the Assignments tab of the schedule and then select the
(wrench) icon to the right of the Next Shift Assignment heading.
In the assignment settings page that is displayed, toggle off (to the left) the slider with the Require Manual Confirmation? label.
Congratulations
You’ve reached the end of this guide! Your on-call schedule is now fully configured and running in On-Call Optimizer.
If you have any questions which were not answered here, please let us know at help@oncall-optimizer.com.
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