Use Case - A scheduling admin can enable the new rotation rules and immediately apply a more specialized pattern (including long-cycle or extended-off rotations) to the Shift Board, while also using the same rule set to generate Kelly Days aligned to the department’s rotation policy.
What - Exclusion Rules for time off types now accept 0 as a valid value in the “Hours Before” and “Hours After” buffer fields. Additionally, exclusion logic has been corrected to ensure each time off event is matched to its specific rule rather than applying a blended buffer window across multiple rules. This results in more precise and predictable exclusion calculations when multiple rules exist.
Why - This enhancement was implemented due to customer request to allow exclusion windows that begin or end exactly at the time off boundary, while also improving accuracy in complex multi-rule configurations.
How
Configure an Exclusion Rule
Navigate to Scheduling → Set Up → Time Off Settings.
Open the applicable Time Off Type.
Select the Exclusion Rules tab.
Enter a value of 0 or greater in the Hours Before and/or Hours After fields.
Save the rule.
Validation & Logging
The system enforces whole numbers ≥ 0.
Changes, including 0 values, are recorded in the audit log.
Note: Existing rules with values ≥ 1 continue to function without modification.*
Use Case - An agency that wants exclusion logic to begin exactly at the start of time off can now set “Hours Before” to 0, ensuring no artificial buffer prevents eligibility prior to the time off start time. In multi-rule environments, each rule now evaluates independently, producing accurate call shift and mandatory shift eligibility results.
What - Resolved an issue where designated approvers were not receiving email notifications for off-roster requests when an approval routing rule was configured, even though notifications were enabled.
Why - This fix was implemented due to customer request to ensure approvers are reliably notified of pending off-roster requests requiring action.
How
Verify Configuration
Navigate to Scheduling → Setup → Off-Roster Settings and confirm an approval routing rule exists.
Confirm notifications are enabled under Scheduling → Setup → Settings.
Confirm the approver has notifications enabled under User Profile → Notifications → Scheduling Options.
Submit Off-Roster Request
A user submits an off-roster request.
The system evaluates the routing rule and sends email notifications to the designated approver(s).
Use Case - When a firefighter submits an off-roster request that requires battalion-level approval, the designated approver now receives an email immediately, ensuring the request is reviewed and processed without delay.
What - Fixed a critical issue where recurring Bulk Change processes failed or timed out when moving users into positions flagged as vacancies, including cases where single-user changes appeared to run but did not persist.
Why - This fix was implemented due to customer request to ensure reliable recurring assignment changes regardless of vacancy flag status.
How
Initiate Bulk Change
Navigate to Scheduling → Shift Board → More Actions → Bulk Change.
Select one or more users.
Configure recurring assignment parameters.
Click Select to process.
The system now processes vacancy-flagged positions without error and persists all changes correctly.
Use Case - An administrator performing recurring assignment adjustments for multiple personnel into vacancy-marked positions can now complete the action without timeouts or silent failures, ensuring schedule integrity across future dates.
What – This fix resolves a validation error that prevented users from adjusting start and end times for rotations linked to assignments without predefined time frames. Previously, the system incorrectly enforced the original rotation time range and blocked edits with an error message. Users can now freely modify rotation times on open-ended assignments and save those changes without interruption.
Why – This correction was implemented due to customer request to remove unnecessary validation constraints and restore flexibility when managing rotations tied to assignments that do not have defined time boundaries.
How
Navigate to the assignment created without predefined start and end times.
Locate the associated rotation on the Shift Board.
Select Edit for the rotation on the desired date.
Adjust the Start Time and/or End Time fields as needed.
Click Save.
Confirm the updated times reflect immediately on the Shift Board.
Prerequisite: The assignment must not have predefined start and end times for this behavior to apply.
Use Case – A supervisor adjusts a rotation’s end time to accommodate a modified operational schedule for a special event. The updated hours save successfully and display accurately on the Shift Board without requiring removal and recreation of the rotation.
What – This fix corrects an issue where payroll reports did not properly respect the selected time off type filter when the “Reverse Trade on Report” setting was enabled. Reports were displaying regular time worked for users on trade-based time off, even when filtering by an unrelated time off type. The system now correctly applies the selected filter while maintaining proper reverse trade calculations.
Why – This update was implemented due to customer request to ensure payroll exports remain accurate and aligned with applied time off filters, preventing reporting discrepancies and payroll reconciliation issues.
How
Confirm the Reverse Trade on Report setting is enabled under Scheduling → Setup → Settings (if applicable).
Navigate to the Payroll Summary Report.
Apply a specific Time Off Type filter.
Run the report.
The system now evaluates each entry against the selected filter before inclusion in results, regardless of trade reversal status.
Use Case – Payroll staff generate a filtered report for a specific leave category while reverse trade calculations are active. The resulting export includes only users whose time off matches the selected type, ensuring accurate payroll processing and auditing.
What – This fix resolves a data inconsistency where personnel marked as Terminated or Inactive appeared in Mandatory Ranking lists for qualifiers, despite being correctly excluded from Call Shift Ranking lists. Both ranking views now apply consistent filtering logic, ensuring only active personnel appear.
Why – This correction was implemented due to customer request to maintain data consistency across ranking views and prevent unintended consideration of inactive personnel in staffing decisions.
How
Navigate to Personnel → Personnel List and confirm a user’s status is set to Terminated or Inactive.
Open the Mandatory Ranking list for a qualifier.
Confirm the user no longer appears.
Compare with the Call Shift Ranking list for the same qualifier to verify consistent filtering.
Use Case – When reviewing qualification-based rankings for staffing decisions, supervisors see only active personnel across both ranking views, ensuring accurate and compliant assignment selection.
What – This fix corrects the validation sequence for time off approvals when “Prevent Overdraft of Accrual Banks” is enabled. Previously, the system validated the full requested duration before applying deduction rules, causing legitimate requests to be incorrectly blocked. Deduction rules are now applied first, and the reduced hours are then validated against the accrual balance.
Why – This improvement was implemented due to customer request to ensure accrual validation aligns with configured deduction rules and prevents incorrect denial of valid time off requests.
How
Ensure Prevent Overdraft of Accrual Banks is enabled under Scheduling → Setup → Time Off Settings → Settings.
Confirm applicable deduction rules exist under the Deduction Rules tab.
Move a user to time off on the Shift Board and select the appropriate time off type.
Upon approval, the system first applies any matching deduction rule.
The adjusted hours are then validated against the user’s accrual bank.
Approval proceeds if the post-deduction balance is sufficient.
Use Case – A 24-hour shift is moved to vacation leave with a deduction rule reducing the chargeable hours to 21. The system validates against 21 hours instead of 24, allowing the approval to proceed correctly when sufficient accrual balance exists.
What – This fix resolves a validation window error affecting organizations with a non-midnight Start of Day (SOD) configuration. Overnight and tail-end shifts that crossed midnight were previously evaluated using an invalid backward time range, blocking drag-and-drop and manual scheduling actions. The system now normalizes shift times into chronologically valid datetime intervals, even when spanning midnight.
Why – This update was implemented due to customer request to restore accurate scheduling behavior for agencies operating with a custom SOD, ensuring overnight assignments can be managed without validation conflicts.
How
Open the Shift Board for the relevant activity date.
Confirm the organization’s Start of Day setting under system configuration.
Drag a user from Unassigned into an overnight or tail-end assignment, or manually schedule the assignment.
The system now evaluates normalized datetime intervals and allows valid overlaps.
If a validation failure occurs, the displayed date range will reflect a correct chronological window.
Use Case – An agency with a 06:00 Start of Day assigns personnel to a 03:00–07:00 shift. The assignment processes successfully, and any remaining segments of the user’s shift are retained appropriately, ensuring accurate overnight staffing representation.
What – This fix resolves an issue where changes to the Call Shift Eligible toggle in personnel records were not saving correctly for non-admin users. The toggle now persists accurately regardless of user role, ensuring eligibility status aligns with call shift behavior.
Why – This correction was implemented due to customer request to ensure call shift inclusion and exclusion settings function consistently across all roles.
How
Navigate to the user’s personnel record.
Select Edit.
Locate the Call Shift Eligible toggle and set it to ON or OFF.
Click Save.
Reopen the record to confirm the toggle state persists.
Create a call shift for a date the user is not scheduled and verify inclusion or exclusion matches the toggle setting.
Use Case – A company officer updates a member’s eligibility status for call shifts. The toggle saves successfully, and the member is either included in call shift notifications or excluded with the appropriate messaging, ensuring accurate staffing outreach.