Configure the linked schedule

In these steps you have the opportunity to customize and then confirm the configuration of the schedule that On-Call Optimizer will use.

Confirm configuration

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 or at a lateer time. Refer to the detailed schedule configuration docs for further details.

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

Member list

In the second step, On-Call Optimizer will show the list of members that have been imported from the source On-Call Product.

On this screen you can customize which of the member will be assignable in the schedule, their role and associated permissions and whether or not to send any required invitation emails when the schedule is created. Refer to the schedule members docs for further details.

When you are happy with the list of members and their configuration, click Create to finish linking the schedule. If required and enabled, On-Call Optimizer will send any invitations to the members of the schedule and begin monitoring the assignments, ready to assign new shifts as required.

Congratulations. You have successfully imported your existing schedule into On-Call Optimizer!

To get the most out of On-Call Optimizer, we recommend continuing with the following documentation topics:

• Learn how to Create a Custom Assignment to experiment with On-Call Optimizer’s scheduling flexibility.
• Understand the Scheduling Concepts and Lifecycle used by On-Call Optimizer.
• Explore the full Schedule Configuration documentation.