In this lesson you'll learn how to create a weekly rotating on-call schedule using Answer Automation's Scheduler feature. You can also download the mp4 video lesson at the bottom of this page.
If you have two or more on call representatives, and they rotate weekly, the scheduler just got easier for you! Please follow the steps in the document How to Use the Scheduler to Set Up Your Call List to learn more about accessing your scheduler or setting up your initial call list.
- Hover over the day that your on call rotation starts. Select the plus icon.
- Select the time that the On Call Rotation starts. Make sure to select a time in the future.
- Select who will be on call on that day. Also list the backups for the representative. If you want the initial On-call listed two times before moving down the list, this is where you will do it! If you need to add more backups select the Add a backup icon. Remember, you can have up to nine (9) call outs.
- Set the wait time. The Wait time is the number of minutes that Answer Automation will wait before it calls the next on-call representative in the Call List. We recommend between three (3) and ten (10) minutes with five (5) minutes being the average wait most customer select.
- Select Schedule & Repeat.
- Select the day you want the rotation to start. Choose the frequency from the drop down menu. If you have two (2) on call representatives that rotate every week, select Every Other Week. If you have two (2) on call representatives that rotate every two(2) weeks, you would select every 4 weeks, because that is when the next time that on call representative would start the on call. Another example would be if you have 3 on call that rotated weekly, you would do every three (3) weeks.
- Select Schedule.
- Repeat steps 1-7 for your other on-call representatives. Be sure to select the correct start date for the next representative. This is typically a week later for weekly rotating schedules.
- When you are finished, your schedule should have an orange dot on the days that the rotation occurs.
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