View and manage the group roster
The Roster tab allows you to review and adjust which members belong to each shift. You can use this view to verify that team members are assigned to the correct shifts and that no member has accidentally been overbooked. Group members may be users, devices, dynamic teams, and other groups.
Group members must be assigned to at least one shift. If a group member is removed from all shifts they are automatically removed from the group.
You can also add and remove members from the time line view of an individual shift. You may prefer to work with the time line view when you want to add a member to a specific location in a shift's time line. For more information about working with the escalation timeline, see Escalate alerts within a shift.
When you add a member to the group you must assign them to a shift. You can later assign them to more shifts or remove them from any shift.
To add a member to the group:
- At the bottom of the screen, next to the search box, select the shift to which you want to add a member.
- In the search box, type the name of the member you want to add, or type two spaces to see a list of all users.
- If you want to limit your search to a specific type of member, click the left drop-down list to select a type. Available types include: All, Users, Groups, Dynamic Teams, and Devices.
- You can use the search filter to specify if the name of the recipient contains, starts with, ends with, or equals the entered search term.
- Select the member name when it appears. The member is instantly added to the selected shift.
If a member already belongs to the group and you want to assign them to another shift, first locate their name in the Members column. Click the plus symbol (+) in the Shifts column, and then select a shift from the list.
Adding a member to another shift on the Roster tab
To remove a member from a shift, click the X next to the name of the shift. If the member does not belong to any other shifts it is removed from the group.
If you remove a member that is associated with an escalation delay, the escalation delay is also removed from the shift timeline. In this situation you may prefer to work directly with the shift timeline to adjust shift membership. For more information about working with the shift timeline, see Escalate alerts within a shift.
To remove a member from the group and all of their shifts, locate the row that contains the user name and click the X at the far right side of the Shifts column.
Removing a member from the group removes them from each of their shifts. If you remove a member that is associated with an escalation delay, the escalation delay is also removed from the shift timeline. In this situation you may prefer to work directly with the shift timeline to adjust shift membership. For more information about working with the shift timeline, see Escalate alerts within a shift.
Removing a member from a group
When members are added to a group through the EPIC data synchronization process it is possible for them to be added to the group but not be assigned to a specific shift. After a data synchronization process completes, review the group roster and assign group members to the appropriate shifts.
For more information about the EPIC data synchronization process, see Synchronize user data with EPIC.