Note: This feature is currently in Beta and available only to Pro & Enterprise customers in the US, EU, and AU data centres. Customers in the IND data centre will gain access shortly.
TABLE OF CONTENTS
- Create an On-Call Schedule
- Create a shift
- Update an incorrectly formatted phone number
- Design an Escalation Path
- Create and update Notification Rules & Channels
- Create an override
- Edit or delete an On-Call Schedule
In Freshservice On-Call Management, each service is covered through an on-call schedule. Each schedule consists of shifts based on time of the week, geography, or both. The escalation within all shifts in a schedule are decided by its notification channels and rules. Let’s explore how to navigate each of these modules in detail.
Note: Configuring phone numbers correctly
Before you create an on-call schedule that includes SMS and/or phone calls as notification channels, ensure that the contact numbers of agents to be mapped to an on-call schedule are in the right format. A valid number:
- Starts with +
- Has a valid country code
- Can have space, comma, dot, (), -
Examples of correctly formatted phone numbers:
- +1 (123) 456-7890
- +1 123 456 7890
- +1 123.456.7890
Examples of incorrectly formatted phone numbers:
- (123)456 7890
When both – mobile and landline (work) numbers – are available, the On-Call Management module will first reach out to the mobile number.
Create an On-Call Schedule
Navigate to the Admin panel of your Freshservice instance, scroll down to the IT Operations Management section, and select On-Call Schedules.
You are now on the On-Call Schedules page that typically lists all the schedules created till date. A first-time user, however, would see the following page. To create a new on-call schedule, select New on-call schedule.
Name the schedule and associate an agent group with it. Both these steps are mandatory. A description of the schedule is optional. For instance, let’s create an on-call schedule for Database EMEA agent group.
Note: An agent group associated with an on-call schedule will not be available for selection. In case no agent group is available for selection, go to the Admin panel, scroll down to User Management section, and create a new agent group. This new agent group will then be available for selection when you create a new on-call schedule.
Save your selection by selecting Save.
Create a shift
To create a shift for this on-call schedule, select ‘Create Shift’
You are now on the Shift Detail page.
Name the shift. Ex: Weekday, weekend, EMEA, North America, etc.
Select the appropriate time zone
Specify when the shift begins. Adding the end date is optional.
Create a roster of primary on-call agents. Each roster can house up top 25 agents
Similarly create rosters of secondary and tertiary on-call agents
Specify how often the shift is to be rotated amongst the roster members i.e. daily, weekly, or custom
You can also customize the on-call shift duration to specific times of a day or specific times during a week.
For instance, in our example, we add three agents to the primary roster with a daily rotation, another three agents to the secondary roster with a weekly rotation, and two agents to the tertiary roster with a custom rotation plan set to every two weeks.
As you design the shift, you can preview it in the calendar right underneath.
Update an incorrectly formatted phone number
As you add agents to the rosters, you might see an error message message if the associated phone number isn't stored in the correct format in the agent profile.
Clicking on Update would reveal a slider with the incorrectly formatted phone numbers which could be corrected then and there without leaving the module.
Alternately, if the number of phone numbers to be corrected is too high, you can download a CSV file of the incorrectly formatted phone numbers, update them, and upload the file in the Agents section on the Admin page.
Design an Escalation Path
By default, the Escalation Path features a single level mapped to the primary on-call roster for that shift. However, you can customize this setup as per your unique requirements. Some examples include:
Adding primary, secondary, and tertiary agents to level 1 while adding subject matter experts to level 2
Adding one or more subject matter experts (who are not agents) to the same level as the primary on call
Adding primary and secondary agents to level 1, tertiary on-call agents to level 2, and subject matter experts to level 3
Retaining just 2 levels or adding up to five levels of escalation
Each level can accommodate up to 10 agents and/or subject matter experts, and there are 5 levels available.
Once you’ve designed the escalation path, specify the number of times the path could be repeated in case an incident remains unacknowledged.
If you want, you can also notify stakeholders (upto 10) about the progress of an incident through a notification channel of your choice. While stakeholders can’t take action on an incident, this feature enables them to stay updated.
Remember to Save the shift before you exist the page.
Create and update Notification Rules & Channels
Navigate to the Notification Rules tab i.e. the second tab on the respective On-Call Schedule page.
You are now on the Notification Rules and Channels page. Under Notification Channels you will be able to configure Phone/SMS, email, and Slack settings for your on-call group.
On scrolling down a little, you will come upon Notification Rules you will notice four tabs for specifying the rules for escalation for Urgent, High, Medium, and Low priority incidents respectively. Customize as per your requirement.
Specify how soon after an incident occurs, should the on-call agents be notified
Specify the channels of communication i.e. phone call, SMS, or email
In case the incident remains unacknowledged after the first round of notification, specify how long should the system wait before sending another notification
Specify the channels of notification for the second round
Similarly, specify the waiting period and the channels of notification for successive rounds of notifications for the same level
If an incident remains unacknowledged after exhausting all the rounds specified for notifying agents at a specific level, the incident is escalated to the next level. Therefore, specify the notification rules and channels for the successive levels in a similar fashion.
Step 4 (Optional)
Don't want to escalate notifications for incidents with a specific level of priority? Go to the Notifications tab, scroll down to Notification Rule, and select the respective tab. Disabling the toggle will lead to disabling of notifications for incidents with that level of priority.
Create an override
- Navigate to the Shift detail page and enter the 'edit' mode
- Scroll down to the calendar preview
- Choose the agent for whom you want to provide coverage and select 'Provide Coverage'
- Update the on-call agent details and 'save'
Edit or delete an On-Call Schedule
Navigate to the on-call schedule page. In this example, the schedule is named Hardware-1 and is mapped to the Hardware Team.
To edit this schedule, select the pencil icon on the top right
Update the name of the agent group mapped to it
To delete the schedule, select the trash can icon, and confirm by selecting Delete.