Step 1: Set-up schedule

Integration of a schedule begins with On-Call Optimizer importing key configuration details from the existing schedule.

Select existing schedule

1. Click ‘On-Call Products’ in the menu and select the connection to the product where your existing schedule exists from the displayed list.

2. From the list of all existing schedules, find the row corresponding to the schedule you want to integrate with On-Call Optimizer and click Create On-Call Optimizer Schedule in the right-most column.

Configure shift specifications

3. On-Call Optimizer will show the time zone and shift configuration that have been detected from the source On-Call Product.

   If the listed shifts do not match your desired configuration you can alter them now (e.g. to add a secondary assignee). Refer to the schedule configuration docs for further information.

Once you are happy with the configuration shown, click Continue to proceed to Members.

Member list

4. Review the list of members imported from the linked schedule. Select the appropiate role and assignability status for each member. For more information on these options, refer to the schedule members docs.

5. Click Create to finish linking the schedule. On-Call Optimizer will send invitations to any members who do not yet have an On-Call Optimizer account unless you uncheck the Auto-send invitation emails option above the member list.

Next Steps

Your schedule is now linked. The confirmation page shows when the first assignment for the schedule will take place.

We’ll come back and look at how the first assignment will work in step 3, first, each member needs to link their calendar to On-Call Optimizer to provide their availability information.

Continue with Step 2: Link calendars