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Tip
titleDone?

Nice work! now lets setup your first Roster!

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  • On the far left hand side select:

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  • From the Roster Type

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Assignment: Choose an Assignment roster to build a roster of on-call users where you can set the sequence of the roster rotation, the roster frequency and shift times. Please see Use Cases for examples.

Team Allocation: Choose a Team Allocation roster if you need to distribute work flow across your service teams. Meaning you can choose to spread the work evenly across your team, or target an individual in a team until they hit a configured threshold. Please see Use Cases for examples.

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  • page select 'Escalation Roster'

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Escalation Roster Setup

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Escalation Roster Settings
Escalation Roster Settings

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Escalation General Settings

Complete the fields:

  • Roster Name: Enter a roster name aligned to the team function. This will appear within the JIRA issue as a drop down selection for assignmentEscalation.
  • Description: Enter a description of the Roster group and their function.
  • Projects: Search and select projects that can use this roster.
  • Administrators: Search and select users that have permission to change the roster.
  • Select Next

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Escalation Roster Rotation Settings

Tiers

Each roster must have at least one tier in order to record the rotation information and to add assignees.

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  • Assignee Order: Search and select the users that will become your roster group. You can drag and drop them once all your users are selected to order the assignment Escalation cycle i.e the user at the top of the list will be 1st in the assignment Escalation cycle of your roster. 

Warning
titleImportant

The users you select need to be active users with the required permissions for the project(s) you choose to update issues

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  • Rotation Frequency and Every: This sets the frequency of when users will rotate through the roster. E.g. Set the Rotation Frequency as daily and the first assignable user in the roster will be on-call for 24 hours. Using Every select how long the user will be on-call, e.g If your Rotation Frequency is Weekly and set Every to 2 then that user will be on-call for 2 weeks.
  • Start Date & Start Time: The date and time you want the roster to start. Dates/Times entered here are relative to your JIRA user's configured timezone. See Choosing a Time Zone in the JIRA documentation for more information
  • Team ShiftsEscalate afterThe sets the shift time your team is available to be on-call, e.g If amount of time before any unacknowledged Escalation will be automatically passed to the next tier

Team Shifts

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Team Shifts
Team Shifts

Team Shifts allows you to create a specific set of time windows for which a team is on call.  

For example if the team only works 5 days a week, 8 hours a day starting at 9am you would enter 5 teams shifts to represent Monday to Friday starting at 09:00 for 8 Hours.

This feature can be used along with multiple on-call tiers to set up complex scenarios such as multiple teams spread around the world operating in a follow-the-sun model.

If the team is 24/7 then

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Team Shifts

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leave Team Shifts empty.

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Escalation Roster Schedule

The Roster Schedule will update in real-time to show you the effective on-call schedule as you configure your roster.

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Please complete if you require Assignment notifications to be sent to teams when issues are created and transitioned. Note: Notification Channels need to be setup before notification setting will have selectable options. 

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Tip
titleSuccess!

Congratulations, you've now setup your first Assignment Roster!

Team Allocation Roster Setup

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Complete the fields:

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Team Allocation Roster Rotation Settings

Teams

Each roster must have at least one team in order to record the rotation information and to add assignees.

Additional tiers are utilised when the primary on-call team does not Acknowledge the issue in a specified time. To add Tiers select 'Add another tier'.

Complete the Sections:

Team Members

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Warning
titleImportant

The users you select need to be active users with the required permissions for the project(s) you choose to update issues

Workload

  • Even Workload Allocation: 
    • If selected there will be an even allocation of work (issues) across the team
    • In 'Reassign if unacknowledged' enter the time in minutes before the issue moves to the next Team tier
  • Targeted Work Allocation
    • If selected will allocate work to a single user until they reach a defined capacity and then move to the next assignee.
    • The date and time you want the roster to start. Dates/Times entered here are relative to your JIRA user's configured timezone. See Choosing a Time Zone in the JIRA documentation for more information
  • Team Shifts: The sets the shift time your team is available to be on-call, e.g If the team only works 5 days a week, 8 hours a day starting at 9am you would enter 5 teams shifts to represent Monday to Friday starting at 09:00 for 8 Hours. If the team is 24/7 then leave Team Shifts empty.
  • Assign after: The amount of time before any unacknowledged assignment will be automatically passed to the next tier

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Escalation Roster!



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