Basic Rotation Allows allows for a quick configuration of your rotation that will meet most of your general needs of auto-assignment. However, if you would like to configure the rotation for your more specific needs, you could switch to an Advanced rotation by clicking the button on the top right of your screen.
· Name: Let us call it ‘Demo Rotation’.
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Here’s a list of the fields that you would see on the screen of a Basic Rotation configuration:
Name: This can be anything based on your convenience, but we recommend you use a combination of team name, location, etc. to clearly identify each rotation, e.g. ‘Telecom Service Team - India - Weekly’
Color: Customization is possible, offering your schedule a unique visibility in Calendar.
Buffer zone: To understand buffer zone much better refer to this page
Time Zone: The time zone is selected automatically based on the user’s profile and activities.
· Fill in Start Date and Start Time as per requirement.
· Fill in the End Date and End Time as per requirement.
· Perpetual End Date: Select this option for instances in which end dates are uncertain and not clearly delineated.
· Rotation . But you could search and set another time zone here
Type: Choose between Fixed Rotation or Distributed Rotation.
· Rotation Status: An indicator of whether the rotation is currently enabled or disabled.
· Interval unit: Enter the number of Round Robin. Refer to this page for more.
Duration and Interval unit (Only for Fixed duration): This is the duration (days, hours or minutes ( only in multiples of 5)
· Participant and Participant Group:
For this category, the project manager is at liberty to select either individual team members or a group of team members. This means, if they want to involve other technicians beyond individual participants, the app allows them to select an entire group of users on a specific instance.
Please note:
· The ‘Participant Group’ field is not mandatory if the admin adds individual participants.
· In the event that the admin selects 1 group and 1 participant, the configuration will include the individual participant in addition to the group members, assuming they are unique.
· Rotation Colour: The calendar provides a full view of how team members are placed as per their allotted schedules.
· Day/ Week/ Month Calendar View of Rotation Configuration:
In this demo, red represents Distributed Rotation assignment for 4 team members, while green represents Fixed Rotation assignment for 3 team members.
· Let us consider a random date: July 19, for instance. The view reveals that for the first 4 hours tickets were assigned to A, then to B, and finally to C.
) for which the incoming tickets are assigned to first person in the team (only applicable for a Fixed Rotation).
Please note: If you select the interval unit as minutes, SARJ allows only multiples of 5 and starts from 60.
Start Date: The date when your rotation will start
End Date: The date when your rotation will stop
Perpetual Date: Turn this toggle on and you do not want to enter an end date and want the rotation to run indefinitely.
24hrs: Turn this toggle on to run the rotation for 24hrs
Note - If you do not select this, you will have to enter the start time and the end time of the rotation.
Start time and End time: The time window of the day during which the rotation will run.
Team member: The people who will actually be assigned to work on the issues.
Note - These users must have ‘assignable user’ permission in the project.