Admin Entered Trades

Admin Entered Trades

Purpose

  1. To explain how to enter a trade as an Admin. 
  2. Admin Entered Trades can be utilized when your organization does not utilize the Trades sub-module of First Due, or you have last-minute trades that go through via informal channels.
    1. This allows you to bypass the end-user request process, putting the power of the trades in the administrator's hands.  

Video


Directions

1. Click on Scheduling > Shift Board.
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2. Right click on the individual that you need to add a trade for, and select Add Trade.
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Right click on the individual that you need to add a trade for, and select Add Trade.



3. Type in the name of the individual that they have traded with and select them when they appear. 
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Type in the name of the individual that they have traded with and select them when they appear.



4. You can then:
  • Set the trade for a Full or Partial Shift. 
  • Set a day for the individual to work in return by using Reciprocal Trade. 
  • Add Notes.
When Done, Click Save. 
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5. The trade will now appear on the Shift Board. 
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The trade will now appear on the Shift Board.




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