Call Shift Rules determine how users will rotate on their Rankings Lists, as well as allow you to pre-build tiers for specific Call Shifts.
Video
Directions
1. Click on Scheduling > Setup.
2. Click on Call Shift Rules.
3. Here you can see existing rules. Click Add Rule.
4. You can determine if you want to make this rule the default, as well as if you want to use global ranking.
Global Ranking allows for users associated with multiple qualifiers to have the ranking adjustment go across all of them. I.e., I was hit for a Firefighter qualifier, the ranking will also adjust in the Paramedic Qualifier.
5. Call Shift Logic allows you to have different settings for this specific rule. You could have the candidate method for all, but this rule could be using the non-candidate method.
You can turn the Candidate Method on, determine if you want to allow manual charging, and set the Default Deadline and Worktype.
6. The list sorting of Rotating allows you to:
Change Ranking If
Always
Greater than
Greater than or equal to
Move If
Offered
Accepted
Deniend
No Answer
Contact Error
Move Order By
Acceptance
Original Position
7. The Hours-based list sorting allows you to:
Change Ranking If
Always
Greater than
Greater than or equal to
Tie Breakers can be by:
Date of Hire
You can determine if you want to use the Secondary Start Date
Alphabetical
The last date worked (When the last overtime was)
Rank
Apply Hours When
User Accepts
User Declines
User Contacted
No Answer
If Candidate
Reset Hours
Monthly
Annually
Never
8. The Static list sorting places the most senior individuals at the top, and the list never rotates.
9. In Call Shift Details, you can:
Ignore Availability
Name the Rule
Associate with Qualifiers
Determine wait time (if using the non-candidate method)
You can filter the list further down by:
Group
Rank
Rotation
Shifts
10. Tiered Call Shifts allow you to reach a larger group of users. You can:
Keep the Previous Tier Open
Qualifier
You can filter further down by Groups, Ranks, Rotations, and Shifts.
11. Off to the side, you can see all the users who will be reached. When done, click Save.
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