Set up validations for shift trade requests

Administrators can save time by handling the validation of all or most agent shift trade requests automatically. The shift trade request settings allow you to enable additional validations in the automatic processing of shift trade requests.

If enabled, these shift trade validations apply to all agents with permissions to do shift trade requests, regardless of which workflow control set they belong to.

NOTE   For agents to trade shifts, you need to open a period for shift trade requests. The open period is defined per workflow control set under Options > Scheduling > Workflow control set > Shift trade requests tab. The workflow control set also contains some basic validations which apply based on the workflow control set the agents belong to. The rules apply for workflow control sets that are set to auto-grant shift trade requests. If the workflow control set is not set to auto-grant, all requests go to a pending status regardless of the settings configured on the page. See Create rules to handle shift trade requests for more information.

Prerequisites

Page location

Client > Options > System settings > Shift trade request settings

Procedures

Enable validation on number of seats available

If a site has a limited number of seats and shift trades between sites is allowed, you can validate each shift trade to ensure the max seats value is not exceeded.

  1. Select the Enable maximum seat validation check box to enable validation on number of seats.
  2. Select which interval to use when validating on number of seats.

    NOTE   Selecting a short interval will give a more precise result but also affect performance more.

  3. Click Apply to save the changes.

Define which business rule validations to use

Decide which shift trade request validations to use to ensure contract rules and other business rules are not broken and how to handle requests that break these rules.

  1. Select the Enabled check box to enable a business rule validation.
  2. Select what the system should do if the validation fails.

    Deny—Deny the request immediately.

    Send to administrator—Forward the request to be handled manually. It will then be in status Pending until handled.

  3. Repeat for all business rule validations you want to enable.
  4. Click Apply to save your changes.

Available business rule validations

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