Initiating Call Shifts from Shift Board
Purpose
- 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.
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.
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.
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.
10. You will be directed to the history of the call shift that you just sent.
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