Purpose Statement

The Include/Exclude Users feature allows administrators and supervisors to manually override qualifier requirements when sending call shifts, providing flexibility to add specific personnel regardless of their qualifications or exclude personnel who would otherwise be eligible. This ensures the right personnel are notified for each call shift while maintaining control over who receives notifications.

Background Information

When sending call shifts, the system typically determines eligibility based on qualifiers assigned to personnel and the specific requirements of that call shift. However, operational needs may require including personnel who don't hold the required qualifiers (such as bringing in specialized personnel for unique situations) or excluding qualified personnel (such as those on light duty or handling other priorities).

The Include/Exclude Users function provides manual override capability within the Advanced Options of the call shift sending process. This is particularly valuable for:

• Adding specialized personnel for unique call situations
• Including personnel being cross-trained or evaluated
• Excluding personnel on light duty or restricted status
• Managing personnel with scheduling conflicts or other commitments
• Handling temporary operational adjustments without changing permanent qualifier assignments

Important Note: Rankings will only adjust if "Use Global Rankings" is enabled within the Call Shift Rules section for users included in a call shift for which they don't have a qualifier.

Required Permissions

• Initiate Call Shifts - User can start a call shift from both the shift board and from the call shift menu
• Access Call Shifts - User can access call shifts

Video

Step-by-Step Guide

1. Access Advanced Options

   • When preparing to send a call shift after selecting a qualifier, click Advanced Options at the bottom of the call shift configuration screen.
     

1. Open Include/Exclude Interface

   • Click on Include/Exclude Users within the Advanced Options menu.
     

1. Include Additional Users

   • To manually include personnel regardless of their qualifiers, locate the individual in the available personnel list on the right side.
   • Select the checkbox next to their name.
   • Click the left arrow button to move them to the included list.
   • Repeat for any additional personnel you need to include.
     

1. Save Your Selections

   • Click Update when you have finished making your selections.
     

1. Verify Included Personnel

   • Review the call shift preview screen to confirm that manually included employees now appear in the personnel list.
   • These personnel will be marked as manually included and will receive the call shift notification.
     

1. Exclude Qualified Personnel

   • To remove eligible personnel from a call shift, locate them in the personnel list.
   • Select the red circle icon next to their name.
     

1. Manage Excluded Personnel

   • The excluded user will move to the "Excluded Employees" section.
   • To re-include an excluded employee, click the blue plus sign next to their name.
   • The personnel will return to the eligible personnel list.
     

Troubleshooting & FAQs

Q: Why don't I see the Include/Exclude Users option?

A: Ensure you have clicked "Advanced Options" after selecting your qualifier but before sending the call shift. This option is only available during the call shift configuration process.

Q: Will manually included personnel affect rankings?

A: Rankings only adjust for manually included personnel if "Use Global Rankings" is enabled in Call Shift Rules and the person doesn't hold the required qualifier. Otherwise, their ranking remains unchanged.

Q: Can I include someone who is marked as unavailable?

A: Yes, the manual include function overrides availability status. However, you should verify the person is actually available to work before including them.

Q: What happens if I exclude all qualified personnel?

A: The system will alert you that no personnel are available for the call shift. You must have at least one eligible person to send the call shift.

Q: Do these inclusions/exclusions carry over to future call shifts?

A: No, include/exclude selections are specific to each individual call shift. You must configure them each time you send a call shift.

Q: Can I see who was manually included or excluded after the call shift is sent?

A: Yes, view the call shift history to see which personnel were manually included or excluded from specific call shifts.

Q: Will excluded personnel see that they were excluded?

A: No, excluded personnel simply won't receive the call shift notification. The system doesn't notify them that they were excluded.

Q: Can I include personnel from a different station or battalion?

A: Yes, the manual include function allows you to add any personnel in your department regardless of their station assignment or organizational placement.