Trade Settings
Purpose
- To explain the Trade Settings located in the Scheduling Module.
Video
Directions
1. Click on Scheduling> Setup.
2. Click on Time Off Settings.
3. Click on Trade Settings.
4. Determine how the request will be routed:
- Let the user select who should approve the request.
- Allow any admin with approve/deny permission.
- Notify on duty.
- This allows you to notify a specific qualifier, or user on a assignment.
- Select a specific user that all requests will go to.
5. Determine what work type the user who is working will be on, as well as the time off type for the user who will be off.
6. Determine if you want to reverse the trades in reports.
- This shows the user who was supposed to be working as working, and the individual that they traded with as off.
7. Trading Options allows you to:
- Limit Trades from a traded shift.
- Users would not be able to trade on the day that they have already traded.
- Limit trades to matching qualifiers.
- Users are limited to only trade with those who have the same qualifier as them.
8. Click Save when done.
Related Articles
Medication Setup: Settings
Purpose To explain the settings tab within the medications module. Video Directions 1. Navigate to the Medications module. 2. Click on Setup. 3. Click on Settings. 4. Click on Requires Count to require a medication count to be performed, 5. Click on ...Fire Incident Setup - Report Settings
Purpose To demonstrate the function of the Report Settings tab within Fire Incident Setup. Video Directions 1. Navigate to Incident Documentation -> Fire Incident Setup -> Report Settings. 2. The default Peak Hours range is 8am to 5pm Monday - ...Setting Up Trade Disclaimers
Purpose To explain how to set up Trade Disclaimers. The trade disclaimers allow users to acknowledge and accept the terms of a trade. Trade disclaimers are completely adjustable, giving you the ability to tailor them to your department. Video ...Training Setup: Settings
Video Purpose Statement This article outlines the configurable settings within the Training module of the First Due platform. These settings allow department administrators and training officers to tailor training workflows, compliance controls, and ...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. ...