E. B: Duty Schedule Menu

In the Duty schedule menu, the first service group is always open. The other service groups are closed by default. Open them by clicking on the grey bar.

Configuring Duty schedule

In this example, there is no difference in call sequence for Daytime, Nighttime or In Weekend. However, the first point of contact alternates weekly.

Duty Schedule Cultivation

With three contacts, three duties are needed: Bryan’s shift, Dylan’s shift and Peter’s shift.

Bryan’s Shift

  1. Go to Duty schedule and click Add or the desired start date in the schedule.

Screenshot change Bryan’s shift

  1. Give the duty a logical name; in this example, Shift Bryan.
  2. Give the service a unique colour to ensure the distinction in duties is easily visible. In this example, blue was chosen.
  3. Click Add and set the relevant contacts as shown in the situation diagram. Calling runs from top to bottom, so the sequence is important. In this shift, Bryan is at the top.
  4. Configure which day blocks this shift will be active. In this example, there is no distinction between Daytime, Nighttime or In Weekend; we tick all day blocks.
  5. Set the shift start date. In this case, that is Monday of this week.
  6. An end date is not necessary in this case, as this shift should continue indefinitely.
  7. The start day of the shift is Monday; so in this example, this option can be left off. If you want the shift to start on a different day, you can set it here.
  8. At Custom schedule, configure so that this service applies every two weeks:
    • Weeks in a row should be set to 1 (because pattern changes every week);
    • Skip weeks should be set to 2 (because there are a total of three contacts and thus three shifts).

The calendar on the right of the screen graphically displays all the settings which have been configured. This makes it easy for you check the settings configured.

  1. Click Save.

Dylan’s Shift

Creating Dylan’s shift goes the same way as for Bryan’s shift. Repeat ALL the above steps by:

  1. setting the name to Shift Dylan;
  2. choosing the colour green;
  3. starting with contact Dylan;
  4. selecting all day blocks;
  5. entering Monday of NEXT week (one week later than the start date of Bryan's shift);
  6. again omitting the end date;
  7. again not having to adjust the start day;
  8. Custom schedule again configure so that this service applies every two weeks:
    • Weeks in a row should be set to 1 (because pattern changes every week),
    • Skip weeks should be set to 2 (because there are a total of three contacts and thus three shifts);
  9. clicking Save.

The shift then looks as follows:

Screenshot change Dylan’s shift

Peter's Shift

Creating Peter’s shift goes the same way. Repeat ALL the steps under Bryan’s shift by:

  1. setting the name to Shift Peter;
  2. choosing the colour orange;
  3. starting with contact Peter;
  4. selecting all day blocks;
  5. entering Monday of the NEXT week (one week later than the start date of Dylan’s shift);
  6. again omitting the end date;
  7. again not having to adjust the start day;
  8. Custom schedule again configure so that this service applies every two weeks:
    • Weeks in a row should be set to 1 (because pattern changes every week),
    • Skip weeks should be set to 2 (because there are a total of three contacts and thus three shifts);
  9. clicking Save.

The shift then looks as follows:

Screenshot change Peter’s shift

Result of Duty schedule Cultivation

The following schedule (Week overview) is created using these three shifts:

Screenshot duty schedule cultivation example B week overview

This schedule has the same pattern every day in a week, but then varies from week to week. This is particularly clear in the Month overview.

Screenshot duty schedule cultivation example B month overview

Duty Schedule Laboratory

With two contacts, two shifts are needed: John’s shift and Danny’s shift. Creating the shifts for the service group Laboratory is done in the same way as the shifts of the service group Cultivation. Repeat ALL the steps under Bryan’s shift by:

John’s Shift

  1. setting the name to Shift John;
  2. choosing the colour blue;
  3. beginning with contact John;
  4. selecting all day blocks;
  5. setting Monday of THIS week;
  6. again omitting the end date;
  7. again not having to adjust the start day;
  8. setting Custom schedule to every other week:
    • Weeks in a row should be set to 1 (because pattern changes every week),
    • Skip weeks should be set to 2 (because there are a total of three contacts and thus three shifts);
  9. clicking Save.

The shift then looks as follows:

Screenshot edit John’s shift

Danny’s Shift

  1. setting the name to Shift Danny;
  2. choosing the colour orange;
  3. starting with contact Danny;
  4. selecting all day blocks;
  5. setting Monday of NEXT week;
  6. again omitting the end date;
  7. again not having to adjust the start day;
  8. setting Custom schedule to every other week:
    • Weeks in a row should be set to 1 (because pattern changes every week),
    • Skip weeks should be set to 2 (because there are a total of three contacts and thus three shifts);
  9. clicking Save.

The shift then looks as follows:

Screenshot edit Danny’s shift

Result of Duty Schedule Laboratory

The following schedule (Week overview) is created using these two shifts:

Screenshot duty schedule laboratory example B week overview

This schedule has the same pattern every day in a week, but then varies from week to week. This is particularly clear in the Month overview.

Screenshot duty schedule laboratory example B month overview

Factoids

  • Changing a shift retrospectively:
    • Option 1: click on an already existing shift in the calendar, make the desired changes and click Save.
    • Option 2: at the legend, click on a shift, click Edit, make the desired changes and click Save.
  • Clicking > behind Shifts in the legend will display the names of the shift and an explanation of symbols.
  • For overlapping shifts in the calendar, right-clicking on the Overlapping shift symbol makes it easy to see which shifts are set. The first shift mentioned is active.