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Managing Rotation Rules
Purpose To explain how to manage rotation rules. Managing these rules allow you to show only those that apply to your department, while hiding all others. Video Directions 1. Click on Scheduling > Setup. 2. Click on Rotations. 3. Click on Rules. 4. ...
Time Off Rules
Purpose To explain Time Off Rules in the Scheduling Module. These rules allow you to set the maximum amount of individuals off per day. This can be as a Master Rule, or by Qualifier or Time Off type, or both. You can also set a number of employees ...
Time Off and Trade Escalation Rules
Purpose To explain Escalation Rules in the Time Off and Trade Settings. Video Directions 1. Click on Scheduling>Setup. 2. Click on Time Off Settings. 3. Turn on Request Routing Escalation and click the plus sign to add a new escalation rule. 4. ...
Community Connect: Managing Permit Approvals
Purpose To explain how users can manage the Permit Approvals in the Community Connect Module. Video Directions 1. Navigate to the Community Connect Module 2. Select Permits Approval 3. Users will be able to see all Permit Approvals on this List page ...
Tracking and Managing Certifications
Purpose The purpose of this article is help navigate and manage your agencies certifications. Video Navigation 1. Begin by navigating to the Training module then select Manage Certifications. 2. Filter certificates by using the dropdown to select ...