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- Click The Create List button.
- Provide a list name relevant to the purpose of the list.
- By default the list will be active. If required change this to make the list unavailable for selection.
- Drag users from the list of available engineers to the engineers in rank order list, in the order you want them to appear in the list. Users may be re-ordered by dragging up or down the list to the appropriate position. They may also be removed from the list by dragging them back to the Available Engineers list.
- If the list is to be manually managed which is the default option then list may be saved at this stage.
- If the list is to be automatically rotated based on a schedule, select Active List Selection tab at the top of the Edit Call Out List window.
Active List Selection
Active list selection when set to automatic selection will automatically rotate the engineer call out list by taking the top ranked engineer and moving them to the bottom of the list, moving everyone up one step. The schedule defines when this should occur. Whenever the list is rotated a notification email will be sent to you as the owner of the list.
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Click save to save the changes.
Simulate Schedule
The simulate schedule button enable to you to test the rotation process. After simulating the schedule you should receive an email notification and also on opening the list again see that the users have been rotated.
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