📖How To Add Rotation in Pagerly
This section covers creating round-robin rotations in Pagerly without Paging Tool.
Video Reference
Follow the following steps to Add Rotation / Shift 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. 1. Select to rotate users or usergroups. 2. Select rotation frequency. 3. Select rotation day. (Can only select multiple days if frequency is set to 'Daily') 4. Select time. 5. Select timezone. 6. 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" to see a preview of how your rotation will be set.
6. Rotation preview is generated.
7. Click "Next"
8.
1. Add team name. 2. Add usergroup to mention the current on-call/rotated user (optional). 3. Add permanent users (optional). 4. Set automated reply (optional). 5. Set the team channel to get rotation updates. 6. Check the box to receive update notifications. 7. Click the "Save" button.
9. Team added successfully!
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 oncall, fetch oncall schedule, etc. i.e. You can use
@Pagerly <team>: To mention the current oncall on any Slack Thread/schedule <team> : To fetch the team's oncall schedule. You can then manage( view, override ) from Slack itself
There are some gotchas to keep in mind when selecting the team name :
Single word only: You can only put a single word while choosing 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 2Cannot 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 Oncall 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 oncall(s) and add the users in the usergroup and remove others
Usergroup: If you want to have a custom command like
@dev-on-callinstead of@Pagerly dev-on-callor If you already have a usergroup and you want the current oncall(s) to be automatically added to the usergroup, you can use this property. Pagerly would automatically fetch the latest oncall(s) and add the users in the usergroup and remove othersPermanent 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 oncall is mentioned. Works only with @Pagerly commands. You can put SOPs, Troubleshooting docs, etc in automated replies. This would help in saving precious oncall time since some of the queries can be automatically taken care of 💰💰
Team Channel, Notifications and Channel Topic
Team Channel
The slack channel which would subscribe for any oncall handover / oncall rotation change. On any change in oncall rotation, you would receive 2 notifications on this slack channel
Channel Topic Update : Your slack channel topic would be automatically updated with the current oncall. It would look something like this 👇🏻
Channel Message : Your channel would receive a notification on the oncall change
(Customize Notification Here)👇🏻
Notification && Topic Settings
You can choose to receive if you want to receive notifications on oncall/rotation change as well topic updates.
Update Channel with Topic Name -> If you want your channel topic to be updated with latest oncall
Show Change Notification on Channel -> If you want to receive the Notification whenever there is a change in oncall / rotation (Customize Notification Here)
The next section would be how to setup the team with all other fields
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