Setting up a roster in version 2.0

Owned by Lenny Emmerton
Last updated: Jan 17, 2017

Step by step guide

Getting Started

  • From the JIRA menu bar select the Rosters menu.

  

Recommendation

We recommend setting up Channel Notifications before creating your roster.

Notification Channel Setup

  • Setup your Notification Channels on the far top right by selecting:

Administration Access

The user must have JIRA administration access to setup Global Configuration

  • Choose an integration support document below to assist in your setup: 


Roster Creation

  • On the far right hand side select:

Roster 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 escalation.
  • 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


Rotation Settings

Tiers

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

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

Complete the fields:

  • 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 escalation cycle i.e the user at the top of the list will be 1st in the escalation cycle of your roster. 

Important

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


  • 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 escalation user in the roster will be on-call for 24 hours.
  • 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
  • Escalate after: The amount of time before any unacknowledged escalations will be automatically escalated to the next tier


Schedule

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


Roster Notification Settings

Please complete if you require escalation 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. 

  • Select your channel and enter the correct team room, channel and Email and select CREATE
  • A test message will be sent to the room, channel, email provided

User Notifcations

Please advise users assigned to the roster to setup their notifications by selecting on the top far right. Please see Setting up My Notifications.


Success!

Congratulations, you've now setup your first roster!