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. Use “Set week” to fill a whole week fast. All times are U.S. Eastern (ET). Whoever holds the current shift right now is the live on-call and writes to Zoom.

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

People who can sign in to SchedulerIQ. Assign one or more roles per user — Admin (full access, this page included), Supervisor (change on-call, edit the schedule), 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
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)

Zoom server-to-server connection

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

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.

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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 supervisor group.

Fallback PIN

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