SchedulerIQby TCS

On-call routing control for the patient support line.

Live routing

On-Call Board

The agent below receives every inbound call, delivered to their work cell as an external call. Select a different agent to hand off on-call duty — it governs the very next inbound call.

Rotation planning

Schedule

Plan on-call coverage across this quarter and the next. Click any day to add shifts — split a day between agents by time — then apply them to just that day, the week, the quarter, or every day. All times are U.S. Eastern (ET). Whoever holds the current shift right now is the live on-call and writes to Zoom.

Rotation planning

Schedule Builder

Pick a date range to see who is off and who is available each day, then assign the on-call shifts. Off agents are excluded from the pickers automatically. All times are U.S. Eastern (ET).

Availability

Time Off

Request vacation, sick days, or blackout days when you can’t be scheduled. Supervisors see these while building the schedule.

Request time off

Available to take call

Volunteer for hard-to-staff days such as holidays. This tells supervisors you are willing to take call; it does not put you on call or change routing. A supervisor still assigns you.

Requests

Audit trail

Activity

Every change — live handoff or schedule assignment — with the signed-in identity, timestamp, and before/after values. Newest first.

Configuration

Admin

Manage the roster and the platform connection.

Users & access Super Admin

People who can sign in to SchedulerIQ. Assign one or more roles per user — Super Admin (full access, including the Zoom/Okta/PIN configuration and this panel), Supervisor (change on-call, edit the schedule, manage the roster and default shifts), On-call agent (view the board and schedule). A user can hold several roles, e.g. supervisor and on-call agent. The PIN is the fallback credential until Okta SSO is provisioned; with Okta on, roles are governed by group membership.

Name
Email
PIN
Super Admin
Supervisor
On-call agent

Agent roster

Display name and work cell per agent. The display name is written to the routing variable, matching the flow’s conditions; cell numbers are reference only. Add agents as the team grows. Photo URL is optional (served from /agents/).

Agent name
Work cell
Photo URL (optional)
Photos are resized to a small square on upload and stored with the roster. Click Browse… to upload a headshot, or paste a URL served from /agents/.

Default shifts (all days)

The baseline shift pattern for every day, every quarter, and future years. Any day you don’t specifically customize on the Schedule follows this pattern. Split it into shifts by time and assign an agent to each. Individual days edited on the Schedule override this default.

“Clear all day assignments” removes every per-day override so all days revert to this default (past days become Unassigned). Use it to wipe the original auto-generated rotation.

Zoom server-to-server connection Super Admin

Account and client IDs identify the Server-to-Server OAuth app. The client secret is held only on the TCS relay and never loaded into this browser. Leave the relay URL blank to use this app’s built-in relay.

 
Browsers cannot call the Zoom API directly. This deployment ships with its own relay that holds the secret, mints the token, and forwards variable reads and writes. Changes made here write to the live Zoom routing variable.

Okta single sign-on Super Admin

SchedulerIQ authenticates through Ultragenyx’s Okta tenant (OpenID Connect, authorization code + PKCE) with group-based authorization, validated server-side on the relay. Enter the values from the Okta OIDC app below and save. Until it’s enabled, the supervisor PIN and the user directory above are the fallback.

Checking…
In the Okta OIDC app, register this Sign-in redirect URI: —. Grant scopes openid profile email groups and add a groups claim to the ID/access token. Assign the role groups below. A user’s access is the union of the groups they’re in (e.g. someone in both the Supervisor and On-call agent groups gets both roles).

Fallback PIN Super Admin

The supervisor PIN is the master admin login (no email) and the bootstrap for user accounts, used until Okta SSO is enabled.