How to copy existing shifts

Scenario

Let's say you have four people that take regular on-call every month (A, B, C and D) and then the shift rotates. How do you copy the four shifts to a different date on the calendar?

Environment

• All versions of xMatters

Answer

Make sure you update the copy of the shift so it has a new start/end date.

Here's how to copy an existing shift:

1. Click the Shifts tab, and locate the shift you want to copy.

   • The Shifts tab contains either a single list of active shifts or tabs for Scheduled and Unscheduled Shifts. You can copy active scheduled shifts and unscheduled shifts.

2. Click the shift name to open its details in the side panel.

3. Click Copy Shift.

4. Enter a name and description for the shift, and then click Copy Shift.

   • xMatters creates a new shift.

5. Select the new shift from the list, and make adjustments to the shift details or escalations in the side panel.

   • Click Edit to change the shift name, details, start and end times, and repetitions.

   • Click Edit Escalations to adjust who's on call, shift rotations, and end of escalation notifications.

6. Verify the shift start and end date.

   • Default shifts end at 00:00 on the day after the start date; if you are adjusting a default you may need to adjust the day as well as the time. You cannot choose a start date earlier than the current date.

7. Click Save.