New Shifts - On Call Shifts
What are On-Call Shifts
When someone is assigned to an On-Call/Support Worker type shift on the shift calendar, their name and contact information will be highlighted at the top of the main Calls page for quick reference for volunteers/staff.
The contact information displayed for on-call is stored and can be edited in that person's user profile.
If that person has a preferred phone number, then it will be highlighted in bold on that list.
If a worker is currently entering a call, and they want to see the on-call information
- Right-click on the 'Calls' icon in the left-hand menu
- Select 'Open Link in a new Tab'
- Click on that tab to view the on-call information
How to Add an On Call Shift Template
Volunteer-Staff users with permission to add or create new Shift Templates can do so by:
1. Logging into iCarol as an Administrator or user with permission to create Shift Templates
2. Click on “Shifts” from the left menu
3. Click on the “text” gear icon from the top right of the Shifts page
4. From the drop-down list of menu options, click “Add Template”
5. The “Creating Shift Template” menu will open, with various options and settings for the new Shift Template. The Options and Settings include:
a. Shift Name: The Name of the Shift that will display on the Shift Calendar
b. Color: The color of the Shift will appear on the Shift Calendar
c. Icon: The icon the Shift will have on the Shift Calendar
d. Program: The Program of the Shift. (Note: Program assignment only applies to those using Programs within iCarol.
e. Date and Time: The options under Date and Time include the:
i. Start Date (or first Date of the new Shift) (Tip: Enter the date using numbers or click on the Calendar icon to choose from a Calendar)
ii. Start and End Time (Tip: Enter the hours and minutes using numbers or click on the Clock icon to choose from a drop-down list.)
iii. Duration (hours) & (minutes): The Duration will automatically be calculated based on the Start and End time. Entering a duration before the End Time will also automatically calculate the End Time. (Note: You may use the up/down selection arrows, or type in a number)
iv. Shift Repeats: If the Shift should repeat, click on “This shift will repeat on multiple days”, this will open additional scheduling options:
1. Days: allowing you to choose the additional days of the week you wish this Shift to repeat on
2. Ends: allowing you to choose when the Shift should end.
a. Choose “never” if this Shift should always exist. (Note: End Date will display at mm/dd/yyyy)
b. Choose “end of the month” to automatically set the end date to the last day of this month
c. Choose “specific date” to choose your own End Date, such as the end of the next month, the quarter or year (Tip: Enter the date using numbers or click on the Calendar icon to choose from a Calendar)
f. Shift details: are the options to future configure the Shift Template
i. Credit hours for serving the Shift: When using Shift Credits (Link), this amount will be credited to the Volunteer-Staff user for this Shift.
ii. Worked: To include the Shift in hours worked calculations, this setting must be enabled
iii. Paid: When using the Paid shifts (Link), this will identify if this is a paid shift or not
iv. Number of Workers Needed: The number of volunteer-staff users who are needed and can sign up for this Shift, the minimum is 1, but it can be any number
v. Type of Shift: On Call / Support Worker - Information will display at the top of the Main Contacts and on the New iCarol Homepage
vi. Default Assigned Worker: List of Volunteer-Staff users who will be assigned to this Shift by default. (Note: Only one (1) Default Assigned Worker can be assigned per Shift Template) Note the available staff are limited to Admin's and Supervisors and any user that has permission to sign up for on-Call shifts.
6. Once you have selected all settings and options for the new Shift Template, click the “+ Create Shift Template” button, or click “Cancel” to discard
Note: Clicking on “Settings” is a quick link to the Admin Tools area.
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