Configuration Templates
Maintain multiple configurations and switch between them using templates.
On-Call Optimizer is moving to templated configuration, providing flexibility to switch between different schedule patterns or assignment preferences with one simple click while maintaining an explicit versioned record of what configuration was in effect for each assignment of shifts.
Concepts
Configuration Template
A configuration template is a named collection of configuration settings that are available to be used to generate future assignments for the schedule.
Active Template
One of the configuration templates associated with the schedule must always be marked active. The active configuration template is used for all automatic assignments generated by the schedule.
Configuration Version
Created during the assignment confirmation process, a configuration version represents a concrete read-only snapshot of the specific configuration settings that the template used to generate the assignment held at the time of confirmation.
Configuration versions are identified by a unique number, representing the confirmation order and are de-duplicated to avoid creating unnecessary versions - e.g. two consecutive assignments confirmed from the same (unchanged) template will result in a single configuration version associated to both assignments, not two.
Version ordering
Typically the confirmation order and version number also matches the natural time progression of the schedule, but this is not required.
Cases where an earlier assignment is later overwritten with an assignment generated via a different configuration will result in version number ordering that does not match the natural progression of time - e.g. later versions match shifts earlier in time than the shifts matched by an earlier version!
Base Config
All new schedules are created with a single template which is active by default named Base config.
The base config can be freely edited (including renamed if desired), or deleted and replaced with custom templates of your choosing.
Common Activities
View configuration templates
The available configuration templates for a schedule can be seen in the table on the Configuration tab.
Create a new configuration template
A new configuration template is created by copying from the active template.
- View the existing templates for the schedule on the
Configurationtab. - Click the
New Templatebutton with the icon on the right hand side of the box showing the current active template at the top of the page. - You will be taken to the edit page for the new template, edit the configuration as required.
- Click
Save
Change the active configuration template
To change which template will be used for future automatic assignments:
- View the existing templates for the schedule on the
Configurationtab. - Find the row containing the template you wish to activate.
- Click the icon immediately to the right of the title.
The active template’s details are always shown at the top of the configuration tab.
Delete a configuration template
- View the existing templates for the schedule on the
Configurationtab. - Find the row containing the template you wish to delete.
- Click the icon at the end of the row.
You cannot delete the currently active template.