Configure the linked schedule

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

Configuration Screen

The numbered areas in the screenshot highlight the key aspects of the schedule configuration covered in this guide. Refer to the detailed schedule configuration docs for further details.

1. Member list

The list of members is sourced from the On-Call Product being linked to, when these change On-Call Optimizer will update automatically.

On-Call Optimizer will default to sending invitations to each member as indicated by the checked box to the left of each member’s name. To prevent an invitation being sent, uncheck the box for the row before clicking the Create button at the bottom of the page.

2. Automatic assignment parameters

These parameters control how On-Call Optimizer will generate future shift assignments. The default settings provide 30 days notice of newly assigned shifts (the horizon), and assign 30 days of shifts at a time (the schedule window). To ensure all members have a chance to configure their calendars before the first assignment, On-Call Optimizer adds an additional 7 days to the horizon when setting the initial starting date.

Below the configuration options, On-Call Optimizer shows details of when the next assignment and what shifts will be assigned.

You can modify any of these settings now, or at any time in the future. See the schedule configuration docs for full details on these parameters.

3. Shift configuration

On-Call Optimizer will assign a new shift at each of the listed times. The shift times are inferred from the linked schedule as a one-off step to initialize On-Call Optimizer’s configuration, but once confirmed, On-Call Optimizer will assign shifts based on the configuration shown here even if the configuration of the schedule in the linked On-Call Product later changes.

You can modify the shifts now, or at any time in the future. See the schedule configuration docs for full details on these parameters.

4. Destination configuration

The schedule being linked is configured as a destination for export of the primary assignment by default and left in the disabled state iniitally to allow time to review and become comfortable with On-Call Optimizer’s assignments before they are exported to the destination.

When you are ready for On-Call Optimizer to automatically synchronize assigned shifts into the destination, select the Automatic toggle.

Prior to selecting this toggle you will see an optional to manually trigger an export shown in the sidebar whenever viewing the schedule.

Finishing up

Once you are happy with the configuration, click the Create button at the bottom of the screen. On-Call Optimizer will send any pending 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.