📖How To Add Rotation in Pagerly

This section covers creating round-robin rotations in Pagerly without Paging Tool

Video Reference

Scribe | Embed Preview Creating_self_rotation_team__pdf Bx2KQ12tARsWWYtpXAscribehow.com

Follow these steps to Add Rotation / Shift / Turn Schedule in Pagerly

1. Navigate to https://workspace.pagerly.io/teams

2. Click "Add Team"

3. Select 'Create Time-wise Round-Robin Schedule' for creating a time based self rotation team.

4.

4.1. Select to rotate users or usergroups. 4.2. Select rotation frequency. 4.3. Select rotation day. (Can only select multiple days if frequency is set to 'Daily')

For more complex rotations, use Custom Options which create Rotations using AI.

4.4. Set the rotation start and end time (end time is optional; if not provided, a 24-hour rotation is assumed). 4.5. Select timezone. 4.6. Set On-call type as 'Single user on-call'.

For Multi user on-call, check out Multi User On-call Rotation.

4.7. Select users to be included in rotation. (Select users or usergroups based on the type of rotation selected in Step 1)

5. Click "Generate Preview" and verify the rotation. If satisfied, click "Next".

6.

6.1. Add team name. 6.2. Add usergroup to mention the current on-call/rotated user (optional). 6.3. Add permanent users (optional). 6.4. Set automated reply (optional). 6.5. Set the team channel to get rotation updates. 6.6. Check the box to receive update notifications. 6.7. Click the "Save" button.

7. Team added successfully!

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Each Team has the following properties:

Team Name Settings

This is your team name and the slack command that would be used to mention the current on-call, fetch on-call schedule, etc. For example:

• @Pagerly <team> : To mention the current on-call on any Slack Thread

• /schedule <team> : To fetch the team's on-call schedule. You can then manage( view, override ) from Slack itself

Keep the following in mind when selecting a team name :

Single word only: Use a single word for the command name. You can combine long names with underscores, hyphens, etc

• You can use names like : dev-on-call , dev, dev_on_call

• You cannot use names like : dev on call, payments team 2

• Cannot use the name help : This is due to slack limitation of keeping help as a reserved keyword . You can use ``@pagerly help`` for help needed in the command

Usergroup Settings

• With Pagerly, you can sync the on-call Schedule with Slack Usergroup

• You can sync with External Schedule like Pagerduty, Opsgenie, Google Calendar etc

• You can also sync with Pagerly Round-Robin Schedule

Pagerly would automatically fetch the latest on-call(s) and add the users in the usergroup and remove others

For Usergroup to work : Pagerly App uses Slack's User Group feature to create an @mention for every usergroup. Please make sure you have it enabled for everyone in the workspace settings .

• Usergroup: If you want to have a custom command like @dev-on-call instead of @Pagerly dev-on-call or If you already have a usergroup and you want the current on-call(s) to be automatically added to the usergroup, you can use this property. Pagerly would automatically fetch the latest on-call(s) and add the users in the usergroup and remove others

• Permanent Users in the user group (optional) : These are the members who you need as permanent members of the usergroup

Automated Replies

Automated Reply: To add a fixed reply when your on-call is mentioned. Works only with @Pagerly commands. You can put SOPs, Troubleshooting docs, etc in automated replies. This helps save precious on-call time since some of the queries can be automatically taken care of 💰💰

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Team Channel, Notifications and Channel Topic

Team Channel

The slack channel which would subscribe for any on-call handover / on-call rotation change. On any change in on-call rotation, you would receive 2 notifications on this slack channel

• Channel Topic Update : Your slack channel topic would be automatically updated with the current on-call. \

• Channel Message : Your channel would receive a notification on the on-call change

It would look something like this 👇🏻

Customize Notification Here

Notification && Topic Settings

Choose whether to receive notifications on on-call/rotation changes and topic updates.

• Update Channel with Topic Name -> If you want your channel topic to be updated with latest on-call

• Show Change Notification on Channel -> If you want to receive the Notification whenever there is a change in on-call / rotation (Customize Notification Here)

The next section would be how to setup the team with all other fields