Create and edit shift in Service Operations Workspace
Shift manager can create a new shift using the Schedule menu or Teams menu in Service Operations Workspace
About this task
There are two ways to create and edit a shift:
- Navigate to Workspaces > Service Operation Workspace and select
Teams menu. Select a team to view details and click **schedules** tab.
- Navigate to Workspaces > Service Operation Workspace and select
Schedules menu.
Get an overview of how to create and edit a shift in this video.
Before you begin
Role required: rota_manager, rota_admin
Procedure
On Schedules page, select Create shift and provide values for the following fields on the Create new shift form:
If you select Create New, provide the following details and select Create shift:
Create shift form
| Field | Description |
|---|---|
| Shift name | Name for the shift. |
| All day shift | Toggle for all day commitment. |
| Shift starts | Date and time the shift begins. |
| Shift ends | Date and time the shift ends. |
| Repeats | Shift repetition. Choices are: - Never - Daily - Weekly |
| Every | How often to repeat. Display depends on the time frame chosen. |
| More options | |
| Timezone | User timezone. |
| Holiday schedule | Schedule to use for the holiday. |
| Repeats until | Date and time to end repetition. |
For **Use shift template**, fill in the fields, as appropriate.
| Field | Description |
|---|---|
| Shift name | Name for the shift. |
| Template/Schedule | Existing templates for shifts.Choices are: - 24 x 7 - Off hours \(workday 8:00 - 5:00\) - Off hours \(workday 9:00 - 5:00\) - Workday 8:00 - 5:00 - Workday 9:00 - 5:00 |
You have successfully created a new shift.
- To edit a shift, right-click the shift card and select the icon
Edit shift
Shift details open up in the side panel.
- From the shift details in the side panel, you can update the following shift details:
| Field | Description |
|---|---|
| Details tab | Update the shift details: Image omitted: edit\_shift\_details\_tab\_sow.png - All day shift - Shift starts - Shift ends - Repeats - Timezone - Holiday schedule - Repeats untilShift details form |
| Members tab | Update the shift details: Image omitted: edit_shift_members_tab_sow.png Members form</p>
Note: This option is available only for the 2024 schedule engine. For information about this schedule engine, see On-Call Scheduling new schedule engine.
|
| Escalation policies tab | View escalation policy and click Open Team Record go to the team record. Image omitted: edit_shift_escalation_policies_tab_sow.png Escalation policies form</td></tr></tbody>
Image omitted: icon-sr-more-actions-vertical.png More icon icon to change shift to draft mode, delete, or deactivate/activate the selected shift.
Image omitted: icon-sr-more-actions-vertical.png More icon to change shift color. Parent Topic:Configuring On-Call Scheduling in Service Operations Workspace |