Purpose Statement

Exclusion Rules allow agencies to automatically exclude personnel from specific Call Shifts or Mandatory assignments based on configured Time Off conditions. Rules can use a defined hour buffer surrounding a Time Off entry or require a qualifying Work Type or Time Off Type to appear on the Shift Board before the individual can be reached.

Background Information

Exclusion Rules are configured within Scheduling → Setup → Time Off Settings → Exclusion Rules.

An Exclusion Rule can apply to:

• Call Shifts
• Mandatory assignments
• Both Call Shifts and Mandatory assignments

Two exclusion modes are available:

• Hour Buffer: Automatically excludes personnel based on a fixed number of hours before or after a selected Time Off Type.
• Type Specific: Prevents personnel from being reached for Call Shifts or Mandatory assignments unless a qualifying Work Type or approved Time Off Type appears on the schedule.

Required Permissions

The following permissions are applicable to configuring Exclusion Rules:

• Access Setup — Allows the user to update and modify system settings for the Scheduling module.

Video

Step-by-Step Guide

Navigate to Exclusion Rules

• Click the First Due logo.
• Navigate to Scheduling → Setup.

• Select Time Off Settings.
• Select Exclusion Rules.

Create a New Exclusion Rule

• Click the + icon.

• Determine where the rule should apply:
  • Call Shift
  • Mandatory
  • Both options may be selected.

• Select the appropriate Exclusion Mode.

Configure an Hour Buffer Rule

Select Hour Buffer

• Choose Hour Buffer as the Exclusion Mode.
• Select the applicable Time Off Type.
• Configure the number of hours before or after the Time Off entry that should trigger the exclusion.
• Click Save.

The configured buffer automatically excludes affected personnel from the selected Call Shift or Mandatory process during the defined time range.

Configure a Type Specific Rule

Select Type Specific

• Click the + icon to create another rule.
• Select whether the rule applies to:
  • Call Shifts
  • Mandatory assignments
  • Both
• Select Type Specific as the Exclusion Mode.
• Select the applicable Time Off Type.
• Configure the qualifying Work Type or Time Off Type.

If a qualifying Work Type or Time Off Type appears on the Shift Board, the individual can be reached for the applicable Call Shift or Mandatory assignment.

Best Practices

• Determine whether the rule should apply to Call Shifts, Mandatory assignments, or both before saving.
• Use Hour Buffer when personnel should be excluded for a defined period surrounding a Time Off entry.
• Use Type Specific when eligibility should depend on a qualifying Work Type or Time Off Type appearing on the schedule.
• Verify that the correct Time Off Type is selected before saving the rule.
• Review configured hour values to ensure the intended amount of time is applied before or after the Time Off entry.

Troubleshooting & FAQs

Q: Can an Exclusion Rule apply to both Call Shifts and Mandatory assignments?
A: Yes. Both options can be selected when configuring the rule.

Q: What does the Hour Buffer exclusion mode do?
A: Hour Buffer automatically excludes personnel for a configured number of hours before or after a selected Time Off entry.

Q: What does the Type Specific exclusion mode do?
A: Type Specific prevents personnel from being reached for the applicable Call Shift or Mandatory assignment unless a qualifying Work Type or approved Time Off Type appears on the schedule.

Q: Where are Exclusion Rules configured?
A: Navigate to Scheduling → Setup → Time Off Settings → Exclusion Rules.