Call Shift Settings Overview

Call Shift Settings Overview

Purpose

  1. To give an overview on Call Shift settings. 

Related Article


Video


Directions

1. Click on Scheduling > Setup.





2. Click on Call Shift Rules.


Click on Call Shift Rules.



3. Click on Settings.


Click on Settings.



4. With the Candidate Method turned off, you can:
  1. Allow Manual Charging- this allows you to charge (adjust) without awarding the call shift.
  2. Only Charge Once Per Day- Users can accept multiple call shifts in a day, but are only charged for one.
  3. Allow all the users to be manually included- this allows all users to be manually included, even if not associated with the qualifier.
  4. Allow additional awarding of Candidates- This allows you to award the call shift to others, in the event the primary individual is no longer able to work.
  5. Show phone number on rankings page- this will show the individual's phone number on the rankings page.





5. Turning on the Candidate Method adds two additional settings:
  1. Only allow manual awarding - this will turn off the automatic awarding, and requires you to award the call shift.
  2. Only charge above the accepting user- All users above the one that accepts the call shift will be charged.





6. You can determine the Defaults:
  1. The Default Wait Time and the User can only accept during their wait time. (only seen when the Candidate Method is turned off.
  2. The default Deadline can be at the start of the shift, a certain time frame before the shift, or a certain time frame after the call shift was initiated.
  3. The Default Start time.
  4. The default work type and work subtype.




7. The bottom holds the notification options. Please see the related article for further information on these. Click Save in the upper right hand corner when done.



The bottom holds the notification options. Please see the related article for further on these. Click Save in the upper right hand corner when done.


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