Manage shifts from the Calendar view
-
- UpdatedAug 3, 2023
- 3 minutes to read
- Vancouver
- On-Call Scheduling
The Calendar view displays all shifts for a user group for a specified time interval. Use the Calendar view of an On-Call schedule to update or manage shifts.
Before you begin
- View and update: rota_admin, rota_manager, or admin
- View only: itil
About this task
- For information on updating a shift, see Update shift details from the On-Call calendar.
- For information on managing a shift, see Configure or update an On-Call shift.
Procedure
-
Click the Calendar View icon (
) to open the calendar view of shifts.
By default, the calendar displays one month of shifts.Important: The Time Zone view displays shift members grouped by shift within the specified geographical time zone. To open the Time Zone view on this page, click the Time Zone icon (
). See Manage shifts from the Timeline view. -
Perform any of the following operations to organize the view
for your needs:
- Specify the time period that appears: View events
for the current day, week, or month: In the title
bar, click Day,
Week, or
Month.Note: You cannot view the calendar for a month in the Timeline view.
- Navigate to the previous or the next occurrence of
the time period: In the title bar, click the left or
the right arrow next to Today
(
). - View the event of any specific day, week, or month:
In the title bar, click the Calendar icon (
) and specify the date. - View the list of navigation shortcuts: In the title
bar, click the keyboard shortcuts icon
.
- Specify the time period that appears: View events
for the current day, week, or month: In the title
bar, click Day,
Week, or
Month.
-
Configure the view: Click the
Filter icon (
).
- To show working hours for a time zone, enable Time zone.
- To view roster assignments within a time zone, click the Primary, Secondary, or Tertiary check box as needed.
- To
view roster assignments for all rosters in all time
zones, select the Show all
rosters check box.
- To
show gaps: In the Review
options section, enable
Show gaps. An info icon
indicates a shift with gaps. Click the icon to view
the gaps. Gaps occur when no one is on-call when
support coverage is required. Possible reasons:
- Time off without coverage.
- User has been moved out of the group.
- User is marked as inactive.
For information on resolving gaps and conflicts, see Resolve gaps, conflicts, and time-off requests in a shift.
- >To
show conflicts: In the Review
options section, enable
Show conflicts.
For example, a conflict occurs when a user is assigned as both primary and secondary point of contact for a shift. An info icon indicates a shift with conflicts. Click the icon to view the conflicts.
For information on resolving gaps and conflicts, see Resolve gaps, conflicts, and time-off requests in a shift.
-
To save the view settings, click
the Bookmark this filter icon (
).