Purpose Statement
Work Type Role Restrictions allow agencies to control which Work Types users can select based on their assigned roles. By configuring these restrictions, administrators can limit the Work Types available to specific roles when modifying assignments on the Shift Board, helping maintain consistency with agency scheduling and compensation policies.
Background Information
Work Type Role Restrictions are configured within Scheduling → Setup → Work Types → Role Restrictions.
This feature allows administrators to associate specific Work Types with individual roles, controlling which options users assigned to those roles can utilize when adjusting Work Types on the Shift Board.
For example, an agency may configure the Firefighter role to allow only the following Work Types:
- Regular Standby Pay
- Regular Overtime
Once the restriction is saved, users assigned to the Firefighter role will be limited to the configured Work Types when making applicable adjustments on the Shift Board.
Administrators can search for existing role restrictions, add new restrictions, edit configurations, or remove restrictions as needed.
Required Permissions
The following permissions were identified in the Scheduling permissions list:
- Scheduling → Access Scheduling: Allows users to access the Scheduling module.
- Scheduling → Access Setup: Allows users to access and modify system settings throughout the Scheduling module.
Video
Step-by-Step Guide
Step 1: Navigate to Scheduling Setup
- Click the First Due logo.
- Select Scheduling.
- Click Setup to access the Scheduling configuration options.
Step 2: Access Work Type Role Restrictions
- Within Setup, navigate to Work Types.
- Select Role Restrictions.
- Review the existing role restriction configurations.
Step 3: Add a New Role Restriction
- Click Add Role.
- Select the role you want to configure.
Step 4: Select the Permitted Work Types
- Review the available Work Types.
- Select the Work Types that the chosen role should be permitted to utilize.
- Verify that the selected Work Types reflect the agency's intended restrictions.
Step 5: Save the Role Restriction
- Click Save.
- The system saves the configured restrictions for the selected role.
- Users assigned to that role will be limited to the permitted Work Types when adjusting Work Types on the Shift Board.
Step 6: Edit an Existing Role Restriction
- Return to Scheduling → Setup → Work Types → Role Restrictions.
- Use the Search bar to locate the configured role, if necessary.
- Select the option to Edit the existing restriction.
- Modify the permitted Work Types as needed.
- Select the option to Remove the restriction.
- The configuration will be updated accordingly.
Best Practices
- Review Role Assignments: Verify that personnel are assigned to the appropriate roles before configuring restrictions.
- Align Work Types With Agency Policies: Ensure the permitted Work Types reflect the agency's scheduling and compensation requirements.
- Limit Unnecessary Options: Restrict Work Types that are not applicable to a particular role to reduce the likelihood of incorrect selections.
- Review Configurations Periodically: Revisit Role Restrictions when organizational roles, staffing policies, or Work Types change.
- Verify Changes: After modifying restrictions, confirm that the intended Work Types are available to the applicable users.
- Coordinate With Scheduling Administrators: Review potential operational impacts before removing or modifying established restrictions.
Troubleshooting & FAQs
Q: What are Work Type Role Restrictions?
A: Work Type Role Restrictions allow administrators to determine which Work Types users assigned to specific roles can utilize when adjusting Work Types on the Shift Board.
Q: Can different roles have different permitted Work Types?
A: Yes. Restrictions are configured by role, allowing agencies to establish different permitted Work Types for different roles.
Q: What happens when I restrict the Firefighter role to Regular Standby Pay and Regular Overtime?
A: Users assigned to the Firefighter role will be limited to those configured Work Types when making applicable Work Type adjustments on the Shift Board.