Initiating Call Shifts from Shift Board

Initiating Call Shifts from Shift Board

Purpose

  1. To explain how to initiate a call shift from a vacancy on the shift board. 

Video 


Directions

1. Click on Scheduling >Shift Board. 






2. Click on a vacancy that needs to be filled. 


Click on a vacancy that needs to be filled.



3. Hover over Fill Vacancy and then select Initiate Call Shift.

Note: If your default Shift Board option is set to Rotation By Default, you will have to switch to Single Day.


Hover over Fill Vacancy and then select Initiate Call Shift.



4. The Start and End Date/Time will be set and you cannot change them. You can change the Deadline Date/Time though. 





5. You cannot add additional positions, however you can change the qualifier. You can also filter down further by selecting Advanced Options. 


You cannot add additional positions, however you can change the qualifier. You can also filter down further by selecting Advanced Options.



6. This will allow you to filter down by:
  • Groups.
  • Ranks.
  • Rotations.
  • You can also Include/Exclude Users.






7. We can tier a call shift to accept a different qualifier if no one from the initial qualifier accepts the call shift. Simply:
  • Turn on the toggle.
  • Put in a deadline date/time.
  • Select the qualifier.
    • You can filter down further between Groups, Ranks, Rotations by selecting Advanced Options.






8. We can see a preview of the call shift before sending it out. This shows:
  • All information that you inputted.
  • All individuals who will be contacted.
  • Those excluded, and a reason why they were excluded.






9. Finally, type your message and click Send Now.


Finally, type your message and click Send Now.



10. You will be directed to the history of the call shift that you just sent.

​
You will be directed to the history of the call shift that you just sent.



    • Related Articles

    • Initiating a Mandatory Force from the Shift Board

      Purpose Statement Guide Scheduling Admins on how to initiate a Mandatory Fill from the Shift Board to ensure critical shifts are staffed when voluntary responses are insufficient. Supports compliance with minimum staffing requirements and operational ...

    • Scheduling > Call Shifts > Posting to the Job Board

      Posting to the Job Board Purpose Statement Create and publish shift vacancies and assignments to the Job Board, where personnel can view and apply for available opportunities within the scheduling system Background Information Posting to the Job ...

    • Scheduling > Call Shifts > Responding to Job Board Postings

      Responding to Job Board Posts Purpose Statement Apply for available shift vacancies and assignments posted on the Job Board by viewing details and submitting responses through the Fire/EMS scheduling system Background Information The Job Board allows ...

    • Responding to Call Shifts

      Purpose To explain how a individual can respond to Call Shift Notifications. Video Responding Via Text Message 1. A text message will be delivered notifying you of : The qualifier that has a vacancy (in this case, it is a test qualifier) The date ...

    • Scheduling > Shift Board> Shift Board Overview: Single Day

      Purpose Statement Provide users with a clear understanding of the Single Day View on the Shift Board. This feature allows users to see all staffing, activities, events, and unassigned shifts for a specific day, enabling better awareness of ...