# Quickstart Guide

Follow these 5 steps to go from "zero" to a fully functional on-call rotation.

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### Step 1: Define How You Want to Be Notified

Before the system can alert you, it needs to know your contact details.

1. Go to Management > **Channels**.
2. Click **Create Channel**.
3. Add your **Phone Number** (for Voice/SMS) and **E-mail**.
4. **Important:** Verify your channels using the OTP code sent to your phone or the link sent to your email.

> *Read more about* [*Channels ->*](https://docs.itoc360.com/communication-and-shift-management/channels)&#x20;
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### Step 2: Create Your First Team

Group your responders together. Even if you are the only user right now, creating a team is essential for management.

1. Go to Management > **Teams**.
2. Click **Create Team**.
3. Name it (e.g., "DevOps Team") and click **Create**.
4. Open the team details, go to Members, and add yourself to the list.

> *Read more about* [*Teams ->* ](https://docs.itoc360.com/communication-and-shift-management/teams)
> {% endstep %}

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### Step 3: Set Up an On-Call Schedule

Now, let's define *when* you are available to receive alerts.

1. Go to Management > **Schedules**.
2. Click **Create Schedule**.
3. On the calendar, highlight the date/time range you want to configure.
4. Select the Team you created in Step 2.
5. You should now see your name spanning across the calendar view.

> *Read more about* [*Schedules ->*](https://docs.itoc360.com/communication-and-shift-management/schedules)&#x20;
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### Step 4: Connect Your Monitoring Tool

It’s time to bring data into the system.

1. Go to Management > **Sources**.
2. Click **Create Source**.
3. Give it a name (e.g., "Test Zabbix") and select a **Provider**.
4. Copy the generated Integration Token.
5. Configure your external tool (Zabbix, Grafana, etc.) to send alerts.

> *Read more about* [*Sources ->*](https://docs.itoc360.com/incidents-and-alerts/sources)&#x20;
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### Step 5: Route the Alerts (Escalation Policy)

Finally, connect the data (Source) to the person (Schedule).

1. Go to Management > **Escalations**.
2. Click **Create** **Escalation**.
3. Select the **Source** you created in Step 4.
4. Add a simple **Rule** (e.g., Visual Builder -> `Source` exists).
5. Go to the Levels tab and click Create Level.
6. For Level 1, assign the Schedule you created in Step 3.

> *Read more about* [*Escalations ->*](https://docs.itoc360.com/on-call-management-and-escalations/escalations)&#x20;
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#### 🎉 You Are Ready!

Congratulations! You have completed the loop.

Test it now: Trigger a test alert from your monitoring tool (or manually send a payload to the Webhook). Within seconds, you should:

1. See the alert appear in the Monitoring > **Alerts** dashboard.
2. See an active entry in the Monitoring > **Incidents** page.
3. Receive a phone call, SMS, or Email based on your **Channel** settings.
