Understanding Vacation and Temporary Overrides - Admin Panel

Purpose: Explain what a Vacation or Temporary Override is in ~~SimboConnect,~~Phone Copilot, why it is useful, and where to find it in the Admin area.

What is a Vacation or Temporary Override

A Vacation or Temporary Override lets you replace a scheduled on-call doctor with another doctor for a limited time window. It is a quick way to handle unplanned time off, short leaves, or one-time swaps without changing the main on-call schedule.

You set a From date and time and a To date and time.
You choose the Existing On Call Doctor to be replaced.
You choose the Replacement On Call Doctor who will cover during that period.

During the selected window, ~~SimboConnect~~Phone Copilot treats the replacement doctor as the on-call doctor. Outside that window, the original schedule remains unchanged.

When to use it

A doctor calls in sick or takes an urgent personal day.
A one-off shift trade is needed for a few hours or days.
You want a fast change that does not modify the base schedule for the month.

Where to find it

What you will see on the page

The page shows a table of overrides that are active or upcoming from the current time. Typical columns include:

From DateTime
To DateTime
On Call Doctor
Replacement On Call Doctor

Actions available per row:

Edit to change dates or doctors.
Delete to remove an override.

There is also an Add button to create a new override.

Permissions

Only users with schedule administration access can add, edit, or delete overrides.

Tips and good practices

Use overrides for short or unexpected changes. Use the main schedule for long term or recurring updates.
Keep time windows tight to the actual absence. This reduces confusion for the front office.
Avoid overlapping overrides for the same doctor and time window.
Review the list regularly to make sure expired overrides are cleaned up.
Confirm that the replacement doctor is enabled as an on-call provider in your organization settings.