This training material will cover the following topics:
The steps to create an user in Pagerduty are:
People
and click Users
to go to the
users page+ Add Users
button at the top-right of the pageLimited User
for Support Engineers, Support Managers, and Support DirectorsAdmin
for Support ReadinessAdd
button on the right-hand sideNOTE The user in question should be doing this for everything they are able.
We should only do this for things requiring admin capabilities, such as Role
.
The steps to edit an user in Pagerduty are:
People
and click Users
to go to the
users pageContact Information
for editing name, title, timezone, phone number,
email addressNotification rules
for various notification rulesUser settings
for login email, password, role, and schedule colorSave
buttonNOTE: User must not be present in any schedule or escalation policy to be deleted.
The steps to remove an user from Pagerduty are:
People
and click Users
to go to the
users pageDelete User
button on the right-hand sideThe steps to create an escalation policy in Pagerduty are:
People
and click Escalation Policies
to go to the
escalation policies page pageNew Escalation Policy
button on the top-right of the pageSend On-Call Handoff Notifications:
to when in use by a service
Notify the following users or schedules
to use the schedule or
persons for the first level of escalation (if the schedule does not exist
yet, use Support Ops Bot
as a placeholder).escalates after xx min. (must be at least 1 minute for a single target.)
value to what is appropriate for the request.Add a new Escalation Rule
to add
a second escalation rule
Notify the following users or schedules
to use the schedule or
persons for the first level of escalation (if the schedule does not exist
yet, use Support Ops Bot
as a placeholder).escalates after xx min. (must be at least 1 minute for a single target.)
value to what is appropriate for the request.If no one acknowledges, repeat this policy xx times
and set it to 5Save
button on the bottom-right of the pageThe steps to edit an escalation policy in Pagerduty are:
People
and click Escalation Policies
to go to the
escalation policies page pageEdit Escalation Policy
button on the top-right of the pageSave
button at the bottom-left of the pageNOTE No schedule or user can be using the escalation policy for it to be deleted. You might need to edit it first to remove rules and persons first.
People
and click Escalation Policies
to go to the
escalation policies page pageEdit Escalation Policy
button on the top-right of the pageDelete
button on the bottom-right of the pageNOTE This does not add the schedule to an escalation policy. Until that is done, he scehdule is classified as "unused".
People
and click On-Call Schedules
to go to the
schedules pageNew Schedule
button at the top-right of the pagePacific Time (US & Canada)
Brisbane
Amsterdam
UTC
(preferred) or Pacific Time (US & Canada)
Weekly
Handoff time
to the first day of the rotation (set the time to
the start time for the rotation of that specific day)Restrict on-call shifts to specific times
,
which should cause a pop-up to appearRestrict on-call duty to specific times-of-the-week
+
icon to the far right of each lineX
icon to the far right of each lineApply
buttonStart time for this layer
to the date for when the schedule
should go live (set the time to the start time for the rotation of that
specific day)Add Another Layer
if multiple layers are requiredSave Schedule
buttonNOTE These should never be scheduled for the same day, as they often impact others. Review our workflows on managing pagerduty for more information.
People
and click On-Call Schedules
to go to the
schedules pageEdit this Schedule
button on the top-right of the pageSave Schedule
button at the bottom-left of the pageNOTE You cannot delete a schedule while it is still present on an escalation policy. You need to remove it first.
People
and click On-Call Schedules
to go to the
schedules pageDelete this Schedule