Set On-call team preferences in SRM

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Set on-call preferences for team members to increase the efficiency of your business operations.

    Before you begin

    Role required: Manager, or Administrator

    Procedure

    1. Navigate to Workspaces > Service Operations Workspace.
      You are taken to your SRM homepage.
      Note:
      If you have other SOW applications, and depending on your assigned roles, that homepage may not be the SRM homepage. It is the SOW homepage instead, with SRM alerts and incidents included in your metrics. In that case, to view SRM specific areas, select SRM modules from the left navigation pane.
    2. From the left navigation pane, select the teams icon (Teams.).
    3. Select the team card to open.
    4. Select the On-call team preferences button.
    5. On the form, fill in the fields.
      FieldDescription
      On-call shift managers Team managers for the on-call shift.
      PTO requests Requests for Paid Time Off (PTO) made by team members. Choices are:
      • System default (Not allowed)
      • With approval
      • Without approval
      • Not allowed
      First day of the week First day of your work week.
      Note:
      This option is available for Washington DC and later releases only.
      Allow shift schedule overlap Option to allow schedules to overlap
      Escalation rule on shift overlap Choices are:
      • System default (Escalate to all shifts)
      • Escalate to outgoing shift
      • Escalate to incoming shift
      • Escalate to all shifts
    6. Select Save.