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Edit the roster for a shift

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Edit the roster for a shift

Edit a roster to specify its reminder and escalation settings, and identify a subset of group members who participate in the on-call roster.

Before you begin

Role required: rota_admin or admin


  1. Navigate to On-Call Scheduling > On-Call Calendars.
  2. Right-click a shift, and select Edit Shift from the Actions list.
  3. From the Rosters related list, select a roster.
  4. On the Roster form, fill the fields.
    Table 1. Roster form fields
    Field Description
    Name Name of the roster.
    Shift Shift associated with the current roster.
    Active If selected, roster is active.
    Order Order of the roster.
    Rotation interval Type of the rotation interval.
    Day of week for rotation Weekday on which the roster rotation should start. When this field is specified, roster rotation happens based on the specified frequency and the weekday.
    Note: This field is displayed only if the Rotation interval field is set to Weekly.
    Rotate every Frequency of the rotation interval.
    Rotation start date Start date of the rotation.
    Rotation start time Start time of the rotation.
    All day rotation If selected, roster rotation happens throughout the day.

    If a roster rotation should begin at a particular time of day, perhaps on-call, responsibility transfers at 8 A.M. instead of midnight, deselect this check box so you can specify a start time.

    Escalation Settings
    # reminders Number of times the reminders are sent to a user who does not reply within the time frame defined in Time between reminders.
    Time between reminders Time between each reminder.
    Time before escalation Wait time after the last reminder to run the next escalation.
    Reminder Communication
    Send on-call reminders If selected, a reminder is sent to the email address specified in the user record, unless it is specified somewhere else in the notification preferences. Notification preferences take precedence over the user record.
    Reminder lead time (days) Lead time for email reminders.
    Note: This field is displayed only when the Send On-Call Reminders check box is selected
  5. Click Update.
  6. (Optional) To remove users who do not participate in a shift, perform these steps.,
    1. Click Edit on the Members related list.
    2. Use the slush bucket to remove members, and then click Save.
    • Initially, roster members are automatically populated from the user group.
    • You cannot add members to a roster who are not in the group.