Creating a Rule To create a rule, open your schedule in OnCall and go to
Window → Rule writer. The Rule Writer toolbox has three dropdowns
in the upper left:
1. Type of Rule (top dropdown)
- Amion report: Create custom lists for the "Who's on call" page at amion.com.
The list can return people on select rotations, in certain clinics, who's post-call
or on-call for certain services, and more.
Define who's available to take call or cover a shift.
Define who's available for cross-coverage when standard staff are not.
Coverage rule: Determine when a shift needs to be covered
rule: Specify the number of shifts each person needs to work, but in more detail
than just a number of total shifts or hours
- Paging group: Build custom
teams of people to group page.
2. Rule Name (middle dropdown)
Amion gives each rule a starter name, e.g. "Staff-by rule 1". If you create more than
a few rules, give them more meaningful names.
3. Conditions (bottom dropdown)
Select a condition and then choose entries to include or exclude from the rule.
Choose Results from the bottom dropdown or click the = button to see
the list of people a rule generates. If you have the call schedule on screen, the
results will draw from the selected day.
For staff-by rules, choose Apply to from the dropdown selector or click =>
to apply the rule to one or more call services or shifts.
About RulesA simple rule can have just one condition. A single staff-type
condition, for example, would return everyone in the selected types. Rules become
more powerful when you combine conditions to generate highly filtered lists. Put a
day-of-week condition next to a staff-type condition, for example, to specify that
the people in the selected staff types are available only on certain days of the week.
Add a + and another set of conditions to specify who's available for other days of
A basic staff-by rule for a residency program would have two conditions, the staff
type and a list of rotations.
Rules work somewhat like equations. You can use mathematical operators such as +
and - to add or subtract people from the list. Conditions that appear adjacent
to one another will be combined with a logical "AND"; each condition must be true
for a person to end up in the list the rule creates.
Let's say we create a rule with two conditions. The first specifies staff-type and
has only PGY1 selected. The other specifies rotations and has MICU and SICU selected.
With no + or - between them, the two conditions will return all PGY1s who are on MICU
or SICU. That's the logical AND. With a + between the conditions, the rule would return
a list of all PGY1s and anyone on MICU or SICU. Put a - between the conditions to
get a list of all PGY1s who are NOT on the MICU or SICU.
Amion evaluates rules from left to right. Most rules don't need parentheses but you
can use alter the order in which conditions are processed. Any conditions inside parentheses
will be processed as a group.
The best way to learn to use the Rule Writer is to create a simple rule with one condition
and view the results. When you have the first condition working, add another and view
the results again. Continue adding conditions and viewing the results until the rule
produces the desired list.
Check out an example of some of the more complex Target and Sequencing rules here.