Creating a New Call Shift Rule

Creating a New Call Shift Rule

Purpose

  1. To explain how to create a Call Shift Rule.
  2. 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.


Click on Call Shift Rules.



3. Here you can see existing rules. Click Add Rule.


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. 
Info
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.


You can Determine if you want to make this rule the default, as well as if you want to use global ranking.
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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.
  1. You can turn the Candidate Method on, determine if you want to allow manual charging, and set the Default Deadline and Worktype. 
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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.



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
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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
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8. The Static list sorting places the most senior individuals at the top, and the list never rotates. 
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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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Off to the side, you can see all the users who will be reached. When done, click Save.



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