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 or users 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. 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 ...NFIRS Setup - Report Settings
Purpose To demonstrate the function of the Report Settings tab within NFIRS Setup. Video Directions 1. Navigate to Incident Documentation -> NFIRS Setup -> Report Settings. 2. The default Peak Hours range is 8am to 5pm Monday - Friday. 3. Click on ...Activities: Configuring Notification Settings
Purpose To explain how enable Notifications within the Activities module. Video Directions 1. Click on Activities. 2. Click on Setup. 3. Click on Notifications. 4. Click on Send notification to assigned users. If enabled then the assigned user will ...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. ...Setup-System and Clock Settings
Purpose To explain the System and Clock Settings located within the Scheduling Modules setup section. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access ...